VP, Major Accounts - Financial Services

Intapp•New York, NY

About The Position

Intapp is seeking a VP of Enterprise Accounts to lead a team of Client Development Directors responsible for protecting, deepening, and expanding Intapp's most strategic relationships across the largest Private Capital Markets and Investment Banks. This role owns Intapp's highest-value installed base in the Private Capital Markets and Investment Banks vertical — a curated portfolio of major accounts where the opportunity is to grow the breadth and depth of the commercial relationship, not simply renew it. The team operates at the intersection of strategic account management and enterprise sales, working across complex, multi-stakeholder environments to drive expansion across Intapp's full platform. This is a senior leadership role with direct impact on revenue retention, net revenue retention, and long-term account trajectory. You'll lead from the front — personally engaged in the most complex expansion conversations — while building a team capable of doing the same.

Requirements

15+ years in enterprise software sales or strategic account management, with a track record of driving expansion and net revenue retention across Private Capital Markets and Investment Banking.
Proven ability to lead and develop senior enterprise sellers focused on expansion motions, including coaching on account planning, stakeholder mapping, and executive engagement.
Strong understanding of how the world's Private Capital Markets and Investment Banks operate — partnership structures, governance, buying committees, and the internal dynamics that shape technology decisions.
Executive presence sufficient to build lasting relationships and influence outcomes at the Managing Partner and C-suite level across sophisticated investment situations.
Demonstrated ability to build expansion pipeline at scale, drive forecast accuracy, and consistently achieve or exceed net revenue retention and growth targets.
A player-coach mindset with strong commercial instincts, disciplined operating habits, and excellent executive storytelling skills tailored to senior decision-makers.

Responsibilities

Own commercial strategy for Intapp's most strategic Private Capital Markets and Investment Banking accounts, with accountability for ACV retention, net revenue retention, and platform footprint expansion.
Lead, coach, and develop a team of Client Development Directors focused on growth — building account plans, identifying expansion opportunities, and advancing multi-product deals
Build and maintain a robust expansion pipeline across the major accounts portfolio, ensuring strong opportunity coverage and disciplined progression against growth targets.
Drive rigorous account planning — mapping stakeholder relationships, white space, competitive exposure, and multi-year growth potential within each account.
Personally lead the most complex expansion conversations, engaging directly with Managing Partners, CEOs, CIOs, CFOs, and COOs to deepen Intapp's strategic position.
Ensure the team connects Intapp's full platform — including but not limited to DealCloud, risk and compliance, and Celeste for the Firm — to client-specific priorities and measurable outcomes.
Lead executive-level negotiations on renewals, expansions, and multi-product agreements, while driving a consistent operating cadence of account reviews, forecast calls, and pipeline inspection.