Vice President – Financial Services Sales

🕒 May 15

🏢🏡 New York City – Hybrid

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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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

• Own new client acquisition strategy across top-tier financial services institutions. • Manage and grow a set of key strategic enterprise accounts, retaining existing ACV and expanding relationships. • Lead, coach, and develop a team of Client Development Directors, fostering a high-performance culture. • Build and maintain a robust, team-wide pipeline of enterprise opportunities. • Drive disciplined sales execution, including pipeline inspection and forecast accuracy. • Personally engage in and quarterback the most strategic pursuits. • Coach the team on navigating client buying behavior and value-based sales approach. • Lead executive-level negotiations, removing obstacles and driving alignment to close deals.

🎯 Requirements

• 15+ years of experience in enterprise software sales, with a demonstrated track record of both winning net-new logos (pursuits) and expanding strategic accounts (growth). • Proven experience selling into top-tier financial services institutions (e.g., investment banking, private capital markets). • Prior experience leading and developing high-performing sales teams across both new business and expansion motions. • Deep understanding of enterprise sales cycles, including navigating multi-stakeholder buying groups. • Strong executive presence with the ability to engage and influence senior stakeholders. • Demonstrated ability to build and manage pipeline at scale across both pursuits and growth opportunities. • Strong operating cadence, including experience running forecast calls, pipeline reviews, and sales inspections. • Highly driven, entrepreneurial mindset with strong ownership and intellectual curiosity. • Excellent communication, storytelling, and presentation skills.

🏖️ Benefits

• Professional development opportunities supported by a community of experienced professionals. • Reimbursement for training and continuing education to help you stay ahead in your career. • Thrive in our modern, open offices designed to inspire creativity and collaboration. • Complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day. • Comprehensive wellness and flexible time off programs designed to care for you and your family. • Family-formation benefits and support during your family-building journey. • Paid volunteer time off and a donation matching program for the causes you care about.