Role Overview
As an Account Manager at Intapp, you’ll own a portfolio of mid-market investment banking accounts, serve as a trusted advisor, and help clients get more value from Intapp solutions.
What You Will Do
Manage and grow a portfolio of clients, build and deepen relationships with senior leaders, develop and execute strategic account plans, and lead quarterly business reviews.
Why It Might Be a Fit
The role requires 5+ years of account management experience, familiarity with private capital or financial services markets, and a proven ability to close expansion deals or drive renewals at the executive level.
Requirements
- 5+ years in account management at a SaaS, technology, or subscription business
- Familiarity with private capital or broader financial services markets
- Proven ability to close expansion deals or drive renewals at the executive level
- Strong communicator with a bias for ownership, follow-through, and cross-functional collaboration
- CRM experience and willingness to travel and present to clients as needed
Benefits
- Comprehensive wellness program
- Flexible time off programs
- Benefits designed to care for you and your family
- Paid volunteer time off
- Donation matching program
- Complimentary lunches and fully stocked kitchens
- Professional development opportunities
- Reimbursement for training and continuing education
To apply for this job please visit intapp.wd1.myworkdayjobs.com.

Follow us on social media