Account Director - Private Capital

Intapp • New York, IL

31d

About The Position

Join Intapp as an Account Director - Private Capital! Take charge of a high-value portfolio of private capital clients, becoming their trusted advisor and driving meaningful business impact. In this dynamic role, you'll engage with industry leaders, develop scalable account practices, and play a pivotal part in our mission. At Intapp, we’re transforming the private capital markets globally through AI, data transparency, and outstanding service. We’ve made significant strides, but our journey is just beginning! Are you ready to advance the future of private capital? Apply now! 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.

Requirements

• Experience: 8+ years in Account Management within SaaS, technology, or subscription-based businesses, with a proven ability to grow and retain executive-level relationships.
• Industry Knowledge: Familiarity with private equity and financial services markets.
• Track Record: Demonstrated success in closing expansion deals and driving renewal growth at the executive level.
• Strategic Mindset: A strategic thinker who identifies opportunities, crafts executable plans, and delivers results.
• Communication Skills: Excellent interpersonal skills with a strong commitment to ownership and timely follow-through.
• Technical Proficiency: Experience with CRM systems.
• Flexibility: Willingness to travel and present to clients as necessary.

Responsibilities

• Portfolio Management: Oversee and expand a dedicated portfolio, focusing on client retention and driving the adoption of Intapp solutions.
• Relationship Building: Cultivate and strengthen relationships with senior leaders and executive sponsors at client firms.
• Strategic Planning: Develop and implement strategic account plans that translate opportunities into measurable growth.
• Client Engagement: Lead quarterly business reviews and conduct regular check-ins to align on outcomes and next steps.
• Client Health Monitoring: Assess client health using quantitative and qualitative metrics, acting proactively to mitigate issues.
• Cross-Functional Collaboration: Partner with Sales, Product, Services, and Customer Success teams to ensure seamless client experiences and operational enhancements.
• Thought Leadership: Provide insights on capital markets trends and articulate how Intapp addresses these challenges.
• Outreach Programs: Plan and execute targeted client outreach initiatives and events.
• Process Improvement: Lead team-level initiatives aimed at improving processes and driving results.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees