Enterprise Account Manager

🕒 April 18

🏢🏡 New York City – Hybrid

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

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Intapp

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

💸 Finance

🤖 Artificial Intelligence

💰 Private Equity Round on 2017-04

SaaS • Finance • Artificial Intelligence

Intapp is a leading global provider of AI-powered cloud-based software solutions designed for professional and financial services firms. Their offering includes specialized solutions for industries such as accounting, consulting, investment banking, legal, private capital, and real estate. Intapp’s products help firms improve client relationships, optimize operations, manage compliance, and support collaboration and deal management through solutions like Intapp DealCloud, Compliance, and employee compliance management. With a focus on data security and seamless integration via Microsoft Azure, Intapp serves over 2,600 client firms worldwide, including top law firms and investment banking institutions, helping them leverage automation and data intelligence to drive growth.

📋 Description

• Manage and expand a dedicated portfolio of accounts with a focus on retention and net-new adoption of Intapp solutions • Build and deepen relationships with senior leaders and executive sponsors at client firms • Develop and execute strategic account plans that convert opportunity into measurable expansion • Lead quarterly business reviews and regular client check-ins to align on outcomes and next steps • Monitor client health using quantitative and qualitative signals and act proactively to remove friction • Partner across Sales, Product, Services, and Customer Success to deliver seamless client experiences • Provide thought leadership on capital markets trends • Plan and run targeted client outreach programs and events

🎯 Requirements

• 8+ years in Account Management at SaaS, technology, or subscription businesses • Familiarity with private equity / financial services markets • Proven track record closing expansion deals at the executive level • Strategic thinker who identifies opportunities, builds executable plans, and delivers results • Strong communicator with excellent interpersonal skills • CRM experience • Willingness to travel and present to clients as needed

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Comprehensive wellness programs • Paid volunteer time off • Donation matching program for charitable causes • Professional development opportunities with training reimbursement