Client Development Director (Account Executive - Pursuits), Investment Banking

Intapp is looking to hire a highly consultative Client Development Director (Account Executive) to join its team. This individual should be a proven and polished C-level solution seller. It is imperative that the candidate be viewed by customers as a credible executive-level advisor and consultant as well as a business development executive.

Intapp is revolutionizing the investment banking and private capital markets around the world with data, transparency, great product and sophisticated service. We’ve already made huge strides, but we’re just getting started. The target market for Intapp is Investment Banking, Private Equity, Direct Lending, Real Estate, Venture/Growth, FOF, Institutional Investors, and Corporate Development arms of the Fortune 1000.

What you’ll do:

• Drive new client acquisition by targeting investment banks and related segments in the assigned region/market, with a focus on expanding Intapp’s footprint into net-new accounts.

• Proactively identify and qualify prospects through targeted networking, internal SDR support, regional leadership initiatives, and outbound efforts (calls, emails, events).

• Develop and maintain a strong pipeline of new business opportunities valued at $1M+, ensuring consistent coverage of growth targets.

• Understand prospect buying behavior and tailor the Intapp sales process to guide prospects toward decision-making.

• Engage senior stakeholders across new accounts, building organizational alignment and demonstrating Intapp’s differentiated value.

• Uncover key drivers of value for prospects and clearly articulate how Intapp solves their business needs.

• Facilitate prospect discovery sessions and relationship-building through in-person meetings, social touchpoints, and professional engagements.

• Leverage Intapp resources (services, training, support, product) to build credibility and position new prospects for long-term success.

• Develop, deliver, and present proposals that clearly define value creation and ROI for new clients.

• Manage complex negotiations at the executive level, navigating multi-constituent sales processes to drive closure.

• Achieve $1M+ in new subscription and services bookings annually, with an emphasis on new logo growth.

What you’ll need:

• 5+ years of experience in consultative, value-based selling with a strong track record of pursuing and winning net-new logos.

• Individuals likely to excel come from sales roles investment banking or financial technology with a specific focus on investment banking firms.

• Experience engaging clients in value based sales process.

• Highly motivated, positive, entrepreneurial, can do attitude, creative, ownership driven, intellectually curious, dynamic, confident, professional and goal-oriented with excellent communication and presentation skills.

What you will gain:

At Intapp, you’ll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You’ll be part of a growing public company, with a modern work environment that’s connected yet flexible and where your professional growth and well-being are top priorities.  We’ll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork. 

Here, you will have the opportunity to: 

• Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.

• Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.

• Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family.  Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about. 

Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.

For New York City based roles, Base Pay Range is $140,000-$150,000. 

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Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included.

Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.

Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.