Senior Client Development Director (Senior Account Executive), Intapp
Investment Banking Pursuits
$160-170k
3-5 days a week in office
Bringng the power of Applied AI to firm professionals
Open for applications
Bringng the power of Applied AI to firm professionals
1001+ employees
Open for applications
$160-170k
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
- 10+ years of experience in consultative, value-based selling with a strong track record of pursuing and winning net-new logos
- Individuals likely to excel come from sales roles in investment banking and/or private capital markets or financial technology with a specific focus on investment banking firms and/or private capital markets
- Experience engaging clients in value based sales process
- Highly motivated, positive, entrepreneurial, can do attitude, creative, ownership driven, intellectually curious, dynamic, confident, professional and goal-oriented with excellent communication and presentation skills
What the job involves
- Intapp is looking to hire a highly consultative Senior Client Development Director (Senior Account Executive) to join its team. This individual should be a proven and polished C-level solution seller. It is imperative that the candidate be viewed by customers as a credible executive-level advisor and consultant as well as a business development executive
- Intapp is revolutionizing the investment banking and private capital markets around the world with data, transparency, great product and sophisticated service. We’ve already made huge strides, but we’re just getting started. The target market for Intapp is Investment Banking, Private Equity, Direct Lending, Real Estate, Venture/Growth, FOF, Institutional Investors, and Corporate Development arms of the Fortune 1000
- Drive new client acquisition by targeting investment banks and related segments in the assigned region/market, with a focus on expanding Intapp’s footprint into net-new accounts
- Proactively identify and qualify prospects through targeted networking, internal SDR support, regional leadership initiatives, and outbound efforts (calls, emails, events)
- Develop and maintain a strong pipeline of new business opportunities valued at $1M+, ensuring consistent coverage of growth targets
- Understand prospect buying behavior and tailor the Intapp sales process to guide prospects toward decision-making
- Engage senior stakeholders across new accounts, building organizational alignment and demonstrating Intapp’s differentiated value
- Uncover key drivers of value for prospects and clearly articulate how Intapp solves their business needs
- Facilitate prospect discovery sessions and relationship-building through in-person meetings, social touchpoints, and professional engagements
- Leverage Intapp resources (services, training, support, product) to build credibility and position new prospects for long-term success
- Develop, deliver, and present proposals that clearly define value creation and ROI for new clients
- Manage complex negotiations at the executive level, navigating multi-constituent sales processes to drive closure
- Achieve $1M+ in new subscription and services bookings annually, with an emphasis on new logo growth
- At Intapp, you’ll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You’ll be part of a growing public company, with a modern work environment that’s connected yet flexible and where your professional growth and well-being are top priorities. We’ll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork
- Here, you will have the opportunity to:
- Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career
- Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day
- Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about
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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