Note: The job is a remote job and is open to candidates in USA. Intapp is a company focused on delivering innovative solutions to the investment banking sector, and they are seeking an Account Director to manage a high-value portfolio of clients. The role involves building executive relationships, driving client retention and expansion, and serving as a strategic advisor on business challenges.
Responsibilities
- Own a dedicated portfolio of investment banking accounts, driving retention, expansion, and net-new adoption of Intapp solutions
- Build and deepen relationships with C-suite and senior leaders at client firms, serving as a strategic advisor on their most pressing business challenges
- Develop and execute account plans that translate client priorities into revenue growth and measurable outcomes
- Lead executive business reviews that align clients on value delivered and define the roadmap forward
- Partner with Sales, Product, Services, and Customer Success to deliver seamless client experiences and resolve friction before it becomes churn
Skills
- 8+ years in enterprise account management at a SaaS or technology company, with a consistent record of growing and retaining executive-level relationships
- Deep knowledge of investment banking and advisory markets, including the workflows, compliance requirements, and pressures that define the industry
- Proven track record closing expansion deals and driving renewals at the senior executive level
- Clear, confident communicator who can navigate complex organizations, build consensus, and follow through with precision
- Willingness to travel and present to clients at the executive level as needed
Benefits
- Professional development opportunities supported by a community of experienced professionals
- Reimbursement for training and continuing education
- Complimentary lunches and fully stocked kitchens
- Comprehensive wellness and flexible time off programs
- Family-formation benefits and support during your family-building journey
- Paid volunteer time off
- Donation matching program for the causes you care about
Company Overview
Intapp is a provider of industry-specific, cloud-based software solutions that enable connected professional and financial services. It was founded in 2000, and is headquartered in Palo Alto, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.intapp.com.