Intapp

Account Director – Private Capital

Intapp

full-time

Posted on:

Location Type: Hybrid

Location: New York City • Illinois • New York • United States

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Job Level

Lead

About the role

  • 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.

Requirements

  • 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.
Benefits
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementstrategic account planningclient retentionquantitative metricsqualitative metricsexpansion dealsrenewal growthclient outreach initiativesprocess improvementresults delivery
Soft Skills
relationship buildinginterpersonal skillsstrategic thinkingownershiptimely follow-throughleadershipcommunicationcollaborationproactive problem-solvingpresentation skills