Senior Account Manager, Intapp
$110-115k
Some travel required
3-5 days a week in office
Bringng the power of Applied AI to firm professionals
Be an early applicant
Bringng the power of Applied AI to firm professionals
1001+ employees
Be an early applicant
$110-115k
Some travel required
3-5 days a week in office
1001+ employees
Company mission
To help professionals turn knowledge, relationships, and operational insights into value.
Role
Who you are
- 8+ years of Account Management experience in SaaS, technology, or subscription-based organizations
- Established track record for supporting and growing client relationships, including senior level
- Strategic thinker with the ability to proactively identify opportunities, document a plan to pursue and execute
- Ability to create an operations plan and processes that will scale
- Strong interpersonal communication skills and ability to achieve set goals and deadlines
- Good understanding of Excel, financial modeling, and financial reporting
- Must be strategic and analytical with proven experience implementing new policies and processes that scale and stand the test of time
- Desire to take ownership of all clients’ issues and concerns, deliver great client service and communicate timely and effectively
- Must have experience in closing sales deals or managing relationships at the executive level
- Experience with Salesforce or other CRM platforms
- Knowledge of the private equity and financial services market preferred
- Ability to travel and present to clients, as required
What the job involves
- Intapp is looking for a Senior Account Manager for the Account Management team. This person will be responsible for managing and growing a dedicated book of clients. The Senior Account Manager is a trusted advisor to the client base, possesses strong interpersonal skills and is commercially minded
- Intapp is revolutionizing the private capital markets around the world with data, transparency, leading product and excellent service. We’ve already made huge strides, but we’re just getting started!
- Manage a dedicated book of accounts, focusing on retention and growing Intapp's footprint
- Establish and cultivate relationships with senior leaders of client firms
- Create and execute strategic account plans to capitalize on large expansion opportunities
- Drive the process of quarterly business reviews and check-in points with key clients
- Proactively monitor client health through quantitative and qualitative means
- Contribute to cross-functional programs across firm to improve operations and efficiencies
- Provide thought leadership on capital markets industry and solutions
- Plan client outreach initiatives and events
- Develop and execute on team-wide initiatives
Our take
The professional and financial services industries face a lot of challenges, and Intapp helps firms bring everything together in one cloud-based platform, connecting people, processes, and data so they can make better decisions, work more efficiently, and reduce risk. Its software is built specifically for firms like law, accounting, consulting, private capital, and investment banking, so they can manage everything from deals and clients onboarding to compliance and billing.
Intapp has grown its platform through a number of acquisitions, which have added new tools for collaboration, billing, and deal management, It's also focused on Ai-powered features, helping firms use their data smarter and automate routine tasks. And partnerships with companies like Microsoft Azure and other data providers strengthen the platform even further, making is easier for firms to connect systems and get insights.
Founded in 2000, Intapp went public in 2021 and now serves more than 2,6000 firms worldwide. Its cloud business is growing steadily, and more of its tools now include AI and automation to make work faster and simpler. With its continued focus ons amrt, industry-specific solutions, the company is well positioned to stay a leader in helping professional and financial firms run more efficiently in a fast-changing world.
Steph
Company Specialist at Welcome to the Jungle
Insights
16% employee growth in 12 months
Company
Company benefits
- Time away: In addition to generous paid time off, we recognize most major regional holidays.
- Flexibility: Intapp provides a highly flexible work environment to help employees successfully juggle work, wellness, and personal obligations.
- Wellness: Wellness is about being healthy and balanced in all areas of your life. We provide medical benefits for you and your family that offer quality, flexibility, and value.
- Saving and investing: We offer a variety of savings and investment programs to help you plan for the future and reach your financial goals.
- Family: We strive to be a great place to work for those with families. Benefits like paid parental leave, including adoptive leave, make it easier to take time off to welcome your new addition.
- Growth: We offer a variety of trainings and opportunities to help you increase your knowledge, build new skills, and take charge of your career.
Company HQ
Ventura, Palo Alto, CA
Leadership
Thad Jampol
(Co-Founder & CPO)Prior to co-founding Intapp in 2000, Thad received a BS in Computer Science from the University of California, Los Angeles.
David Morton
(CFO & Executive VP)David joined Intapp in 2023 as an Executive VP and CFO. Prior to this, he was an Executive VP and CFO at DigiCert and Anaplan. He also spent a brief stint at Tesla as a Chief Accounting Officer.
Don Coleman
(COO)Prior to joining Intapp in 2003, Don was a Director of Business and Corporate Development at Excite@Home. Her also co-founded the Stanford Student Enterprises and served as the CEO for 1 year.
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