Senior Account Manager

🕒 March 20

🏢🏡 New York City – Hybrid

💵 $110k - $120k / year

⏰ Full Time

🟠 Senior

💰 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 a dedicated book of accounts, focusing on retention and growing Intapp's footprint. • Establish and cultivate relationships with senior leaders of client firms. • Create and execute strategic account plans to capitalize on large expansion opportunities. • Drive the process of quarterly business reviews and check-in points with key clients. • Proactively monitor client health through quantitative and qualitative means. • Contribute to cross-functional programs across the firm to improve operations and efficiencies. • Provide thought leadership on capital markets industry and solutions. • Plan client outreach initiatives and events. • Develop and execute on team-wide initiatives.

🎯 Requirements

• 8+ years of Account Management experience in SaaS, technology, or subscription-based organizations. • Established track record for supporting and growing client relationships, including senior level. • Strategic thinker with the ability to proactively identify opportunities, document a plan to pursue and execute. • Ability to create an operations plan and processes that will scale. • Strong interpersonal communication skills and ability to achieve set goals and deadlines. • Good understanding of Excel, financial modeling, and financial reporting. • Must be strategic and analytical with proven experience implementing new policies and processes that scale. • Desire to take ownership of all clients’ issues and concerns, deliver great client service and communicate timely and effectively. • Must have experience in closing sales deals or managing relationships at the executive level. • Experience with Salesforce or other CRM platforms. • Knowledge of the private equity and financial services market preferred. • Ability to travel and present to clients, as required.

🏖️ Benefits

• Professional development opportunities supported by a community of experienced professionals. • Reimbursement for training and continuing education. • Modern, open offices designed to inspire creativity and collaboration. • Complimentary lunches and fully stocked kitchens. • Comprehensive wellness programs. • Flexible time off programs. • Family-formation benefits and support during family-building journey. • Paid volunteer time off and donation matching program for community causes.