Strategic Account Manager – Private Capital

Intapp

Strategic Account Manager driving meaningful business impact for private capital clients at Intapp. Engaging with industry leaders and developing scalable account practices to transform private capital markets through AI.

Posted 4/18/2026full-timeNew Jersey, New York • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

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

What you’ll need

8+ years in Account Management within SaaS, technology, or subscription-based businesses.
Familiarity with private equity and financial services markets.
Proven ability to grow and retain executive-level relationships.
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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementstrategic account planningclient retentionquantitative metricsqualitative metricsexpansion dealsrenewal growthclient outreach initiativesprocess improvement

Soft Skills

relationship buildingstrategic thinkinginterpersonal skillsownershiptimely follow-through