Intapp
SaaS, technology, subscription business, private capital, investment banking, financial services
AccountManagerUpperMiddleMarket
“Account Manager - Upper Middle Market at Intapp. Skills: account management, client relationship management, strategic account planning, expansion deals, renewals, client retention, client expansion. Manage and grow a dedicated portfolio of mid-market private capital and investment banking accounts, with a focus on retention and expansion of Intapp solutions. Build and deepen relationships with senior leaders and executive sponsors at client firms”
What You'll Achieve.
retention and expansion of Intapp solutions; measurable expansion across your book of business; align on outcomes and priorities
Industry & Context.
act proactively to resolve friction
willingness to travel, present to clients
What They're Looking For.
Must Have
5+ years in account management at a SaaS, technology, or subscription business, with a track record of growing and retaining client relationships, Proven ability to close expansion deals or drive renewals at the executive level, communicator with a bias for ownership, follow-through, and cross-functional collaboration, CRM experience, willingness to travel and present to clients as needed
Nice to Have
Familiarity with private capital or broader financial services markets, preferably investment banking
What You'll Do.
Manage and grow a dedicated portfolio of mid-market private capital and investment banking accounts
with a focus on retention and expansion of Intapp solutions
Build and deepen relationships with senior leaders and executive sponsors at client firms
Develop and execute strategic account plans that convert opportunity into measurable growth
Lead quarterly business reviews and client check-ins to align on outcomes and priorities
Monitor client health and act proactively to resolve friction
partnering with internal teams to deliver seamless client experiences
How You'll Work.
Team & Collaboration
Work closely with Sales, Product, Services, and Customer Success to deliver seamless client experiences; partnering with internal teams to deliver seamless client experiences; cross-functional collaboration
Communication Scope
communicator
Process & Methodology
Develop and execute strategic account plans
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