Account Manager – Upper Middle Market

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.

RevOps Careers Favicon

Get the latest RevOps jobs every Monday.

No noise. Just the best GTM roles, curated weekly.

We don’t spam! Read our privacy policy for more info.

Get the full Role Intel for this job

ReLoop.me’s full Role Intel shows the real level behind the title, an estimated pay range, a must-have checklist and the questions to ask before you apply.

Tired of manual job applications?

JobCopilot auto-applies to thousands of RevOps and GTM roles on your behalf — so you can focus on interviews, not applications.

Applying for this role?

Tailor your resume to this exact role — hiring managers notice the difference.

Latest articles on the blog

RECRUITERS!

Reduce the risk of your recruitment process (applicant quality, long and inefficient process) by selecting from a relevant pool of candidates.

POST A NEW JOB NOW!