Account Manager, Intapp
$90-95k
+ Variable compensation + Equity
3-5 days a week in office
Bringng the power of Applied AI to firm professionals
Job no longer available
Bringng the power of Applied AI to firm professionals
1001+ employees
Job no longer available
$90-95k
+ Variable compensation + Equity
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
- 1-3+ years of account management experience in software industry or the Private Capital Markets vertical
- Proven track record of meeting or exceeding sales targets
- Strong interpersonal communication skills and ability to achieve set goals and deadlines
- Natural leadership skills, and ability to mobilize people towards a goal
- Ability to pick up new technologies easily
- Good understanding of Excel, financial modeling, and financial reporting
- Experience with Salesforce or other CRM platforms
- Prior experience in closing sales deals at the executive level a plus
- Knowledge of the private equity and financial services investment banking market preferred
What the job involves
- Intapp is expanding the sales organization with an Account Manager within Financial Services - Private Capital Markets vertical
- Own overall relationship with assigned clients, which will include ensuring retention and satisfaction
- Establish a trusted/strategic advisor relationship with each assigned client and drive continued value of our products and services
- Work to identify, develop, and close upsell and cross-sell opportunities to meet targets
- Acting as a representative to maintain positive relationships with all employees, customers, partners, and shareholders
- Work with clients to establish critical goals, or other key performance indicators and aid the customer in achieving their goals
- Providing timely and positive resolution of escalated sales-related issues
- Communicating with key customers, business partners and executives on significant issues and accomplishments
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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