Account Manager - Upper Middle Market

Intapp•Charlotte, NC

About The Position

As an Account Manager at Intapp covering mid-market investment banking accounts, you will own a portfolio of clients, serve as a trusted advisor, and help clients gain more value from Intapp solutions over time. You will work closely with Sales, Product, Services, and Customer Success to deliver seamless client experiences and drive measurable expansion across your book of business.

Requirements

At least 5 years of account management experience at a SaaS, technology, or subscription business, with a track record of growing and retaining client relationships.
Familiarity with private capital or broader financial services markets.
Proven ability to close expansion deals or drive renewals at the executive level.
Strong communication skills, ownership, follow-through, and cross-functional collaboration.
CRM experience.
Willingness to travel and present to clients as needed.

Nice To Haves

Experience with investment banking markets.

Responsibilities

Manage and grow a dedicated portfolio of mid-market private capital and investment banking accounts, focusing on retention and expansion of Intapp solutions.
Build and deepen relationships with senior leaders and executive sponsors at client firms.
Develop and execute strategic account plans that convert opportunities into measurable growth.
Lead quarterly business reviews and client check-ins to align on outcomes and priorities.
Monitor client health and proactively resolve friction, partnering with internal teams to deliver seamless client experiences.