Oversee and expand a dedicated portfolio, focusing on client retention and driving the adoption of Intapp solutions.
Cultivate and strengthen relationships with senior leaders and executive sponsors at client firms.
Develop and implement strategic account plans that translate opportunities into measurable growth.
Lead quarterly business reviews and conduct regular check-ins to align on outcomes and next steps.
Assess client health using quantitative and qualitative metrics, acting proactively to mitigate issues.
Partner with Sales, Product, Services, and Customer Success teams to ensure seamless client experiences and operational enhancements.
Provide insights on capital markets trends and articulate how Intapp addresses these challenges.
Plan and execute targeted client outreach initiatives and events.
Lead team-level initiatives aimed at improving processes and driving results.

8+ years in Account Management within SaaS, technology, or subscription-based businesses.
Proven ability to grow and retain executive-level relationships.
Familiarity with private equity and financial services markets.
Demonstrated success in closing expansion deals and driving renewal growth at the executive level.
A strategic thinker who identifies opportunities, crafts executable plans, and delivers results.
Excellent interpersonal skills with a strong commitment to ownership and timely follow-through.
Experience with CRM systems.
Willingness to travel and present to clients as necessary.

Professional development opportunities supported by a community of experienced professionals.
Reimbursement for training and continuing education.
Complimentary lunches and fully stocked kitchens.
Comprehensive wellness and flexible time off programs.
Family-formation benefits and support during your family-building journey.
Paid volunteer time off and a donation matching program.

Account Director – Private Capital

Key skills