Midmarket Account Executive- Real Assets

IntappNew York, NY
Hybrid

About The Position

Intapp is seeking an Enterprise Account Executive (Client Development Director) who will be a sales executive covering our Real Assets 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). 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.

Requirements

  • 7+ years of experience in consultative and value-based selling with a successful track record.
  • Individuals likely to excel come from sales roles in banking, expert network, consulting, accounting or financial technology with a specific focus on financial services firms.
  • Experience engaging clients in value-based sales process.
  • Highly motivated, positive, entrepreneurial, can do attitude, creative, ownership driven, intellectually curious, dynamic, confident, professional and goal-oriented with excellent communication and presentation skills.
  • Have domain expertise in real assets and growth capital firms, asset managers, pension funds, sovereign wealth funds, private lenders, fund & secondary investors, etc.

Responsibilities

  • Drive expected value out of target region/market across the Real Assets vertical
  • Identify and qualify prospects via: targeted networking, internal Sales Development Resources, regional leadership initiatives, existing client relationships, phone prospecting, and email.
  • Continually, develop new prospects to build and manage a sustained pipeline of a million dollar in opportunity
  • Identify the prospect buying behavior and orient the proven DealCloud sales process for the prospect to drive the prospect toward a decision.
  • Engage across the prospect to align the organization around the value of DealCloud.
  • Uncover key components of value for the various prospect stakeholders to drive ‘Why’ the prospect is interested in DealCloud and then demonstrate how the platform solves the prospect’s perceived value.
  • Facilitate information gathering and match that to the prospects needs through multiple in person, social and professional engagements.
  • Draw resources from across DealCloud (services, training, support, and product teams) to position the prospect for a successful long-term partnership.
  • Coordinate and execute the development, delivery and presentation of proposals.
  • Deal with complex negotiations at the executive level through a multi-constituent sales process.
  • Close Subscription and Services business of a half-million+ dollars in bookings across region per annum.

Benefits

  • professional development opportunities
  • reimbursement for training and continuing education
  • modern, open offices designed to inspire creativity and collaboration
  • complimentary lunches
  • fully stocked kitchens
  • comprehensive wellness programs
  • flexible time off programs
  • family-formation benefits and support
  • paid volunteer time off
  • donation matching program
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