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Enterprise Account Executive (Client Development Director)
Intapp is seeking an Enterprise Account Executive (Client Development Director) who will be a sales executive covering our Investment Banking and Private Capital Markets clients. The Sales Executive will have familiarity and a solid degree of market and situational awareness to call on Investment Professionals, IT, Finance, Risk, and Business Development leaders.
Intapp 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 Intapp 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'll do:
- Own your individual sales funnel and targets while contributing to the team's broader goals across Investment Banking, with accountability for driving expected value from your target region and market.
- Identify and qualify new prospects through targeted networking, phone and email prospecting, internal Sales Development resources, and existing client relationships — continually building a sustained pipeline exceeding $1M in opportunity.
- Navigate complex, multi-stakeholder sales cycles by understanding prospect buying behavior, orienting the sales process to drive decisions, and leading negotiations at the executive level.
- Coordinate the development, delivery, and presentation of proposals while managing accurate and up-to-date sales reporting throughout the cycle.
- Handle escalations, surface new ideas, and implement innovations that improve the efficiency and effectiveness of the broader team.
What you’ll need:
- 8+ years of sales management experience in consultative, value-based selling with a proven track record of exceeding quota and leading high-performing teams.
- Background in banking, expert networks, consulting, accounting, or financial technology — with specific exposure to Investment Banking and Private Capital Markets.
- Domain expertise across investment banks, venture capital, private lenders, or similar institutions, ideally gained through selling enterprise software or working directly within the private equity or investment banking sector.
- Experience engaging clients in a structured, value-based sales process with the ability to navigate complex, multi-stakeholder buying environments.
- Highly motivated and entrepreneurial, with excellent communication and presentation skills, strong ownership instincts, intellectual curiosity, and a confident, goal-oriented approach.
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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.
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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.
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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.
Intapp builds AI software to power the world’s top investment, legal, and consulting firms. Our clients face unique challenges: they must track and manage complex client relationships, navigate strict regulatory requirements, and manage sensitive deal information. We develop software specifically for these needs, helping firms find and win business, onboard clients safely and manage risk, deliver exceptional work, and capture full value.
Today, more than 2,700 firms worldwide rely on Intapp, including 95 of the Am Law 100, 16 of the top 20 accounting firms, and more than 1,700 private capital, investment banking, and real assets firms. Intapp has helped firms achieve measurable impact — from 25% more pitch opportunities to 55% faster client onboarding — turning intelligence into competitive advantage.
Founded in 2000 and headquartered in Palo Alto, California, Intapp completed a successful IPO on June 30, 2021 (NASDAQ: INTA). Alongside a global ecosystem of partners, Intapp accelerates innovation and integration, ensuring our clients are always at the forefront of transformation.
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