Intapp
Join to apply for the
Account Manager
role at
Intapp Join to apply for the
Account Manager
role at
Intapp Get AI-powered advice on this job and more exclusive features. Intapp is expanding the sales organization with an Account Manager within Financial Services - Private Capital Markets vertical. This individual should be viewed by customers as a credible executive-level advisor and consultant as well as a business development executive. They will be responsible for both retention and identifying opportunities for new business within our existing customer base within a defined territory. The ideal candidate will have a proven track record of success as well as experience in the private capital markets is highly valued. In addition, you would collaborate across different teams within the Intapp community as you work with our Mid-Market clients.
DealCloud is revolutionizing the 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 DealCloud is the dynamic and growing Private Capital Market (Private Equity, Direct Lending, Real Estate, Venture/Growth, FOF and Institutional Investors, Investment Banks and Corporate Development arms of the Fortune 1000).
What you will do:
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.
Identify, develop, and close upsell and cross-sell opportunities to meet targets.
Lead Intapp pitch / demo sessions with emphasis on key value propositions and product positioning.
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.
What you will need:
1-3 years of account management / client success experience in software industry or the Private Capital Markets vertical
Proven track record of meeting or exceeding sales targets
Identify, develop and close upsell and cross-sell opportunities to meet targets
Lead Intapp pitch/demo sessions with emphasis on key value propositions and product positioning
Self-motivated and driven to succeed and grow
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 preferred
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 you will gain:
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.
Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.
Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. All offers are contingent upon passing a criminal history and other background checks if applicable to the position.
Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries IT Services and IT Consulting, Software Development, and Technology, Information and Internet Referrals increase your chances of interviewing at Intapp by 2x Sign in to set job alerts for “Account Manager” roles.
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Account Manager
role at
Intapp Join to apply for the
Account Manager
role at
Intapp Get AI-powered advice on this job and more exclusive features. Intapp is expanding the sales organization with an Account Manager within Financial Services - Private Capital Markets vertical. This individual should be viewed by customers as a credible executive-level advisor and consultant as well as a business development executive. They will be responsible for both retention and identifying opportunities for new business within our existing customer base within a defined territory. The ideal candidate will have a proven track record of success as well as experience in the private capital markets is highly valued. In addition, you would collaborate across different teams within the Intapp community as you work with our Mid-Market clients.
DealCloud is revolutionizing the 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 DealCloud is the dynamic and growing Private Capital Market (Private Equity, Direct Lending, Real Estate, Venture/Growth, FOF and Institutional Investors, Investment Banks and Corporate Development arms of the Fortune 1000).
What you will do:
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.
Identify, develop, and close upsell and cross-sell opportunities to meet targets.
Lead Intapp pitch / demo sessions with emphasis on key value propositions and product positioning.
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.
What you will need:
1-3 years of account management / client success experience in software industry or the Private Capital Markets vertical
Proven track record of meeting or exceeding sales targets
Identify, develop and close upsell and cross-sell opportunities to meet targets
Lead Intapp pitch/demo sessions with emphasis on key value propositions and product positioning
Self-motivated and driven to succeed and grow
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 preferred
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 you will gain:
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.
Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.
Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. All offers are contingent upon passing a criminal history and other background checks if applicable to the position.
Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries IT Services and IT Consulting, Software Development, and Technology, Information and Internet Referrals increase your chances of interviewing at Intapp by 2x Sign in to set job alerts for “Account Manager” roles.
Regional Account Manager Foodservice, East
New York, NY $100,000.00-$135,000.00 6 days ago Regional Account Manager, LinkedIn Sales Solutions
New York, NY $151,000.00-$230,000.00 11 hours ago New York, NY $65,000.00-$75,000.00 1 week ago Coordinator, Key Accounts - Sephora US & Kohl's
New York, NY $65,000.00-$70,000.00 1 week ago New York, United States $70,200.00-$150,100.00 1 week ago Manhattan, NY $60,000.00-$75,000.00 1 week ago New York, NY $80,000.00-$90,000.00 3 weeks ago New York, NY $105,000.00-$152,000.00 1 week ago New York, NY $138,000.00-$150,000.00 1 week ago New York, NY $120,000.00-$200,000.00 4 weeks ago New York, NY $105,000.00-$147,000.00 2 weeks ago New York, NY $95,000.00-$105,000.00 4 weeks ago New York, NY $120,000.00-$130,000.00 1 month ago New York, NY $55,000.00-$65,000.00 3 days ago Account Manager, Healthcare and Community Partnerships
New York, NY $60,800.00-$76,000.00 1 week ago New York, NY $110,000.00-$160,000.00 1 week ago New York, NY $129,000.00-$187,000.00 1 week ago Strategic Account Manager, EssilorLuxottica Wholesale Channels
New York, NY $159,000.00-$223,000.00 1 week ago New York, United States $129,500.00-$192,600.00 1 week ago New York, NY $70,000.00-$120,000.00 3 weeks ago Sr. Account Executive, Large Customer, Marketing Solutions
New York, NY $162,000.00-$246,000.00 2 weeks ago New York, NY $140,000.00-$170,000.00 3 weeks ago New York, NY $76,000.00-$133,000.00 3 days ago New York, United States $120,000.00-$140,000.00 3 weeks ago New York, NY $110,000.00-$160,000.00 1 week ago Account Manager (OTE $120,000/year USD) / CXT Software
New York, NY $159,000.00-$223,000.00 1 week ago New York, United States $300,000.00-$350,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr