Account Manager

Intapp; United States; On-site; USD 110,000 - 160,000; Full time

Job summary

Intapp in the United States seeks an Account Manager to own a high‑value portfolio of private capital clients and act as their trusted advisor.

You will build senior relationships, lead strategic plans, run quarterly reviews, and collaborate with Sales, Product, Services, and Customer Success.

With 5+ years in SaaS account management and private equity familiarity, you will drive executive‑level expansion in a growth‑minded environment.

Qualifications

• 5+ years in Account Management at SaaS, technology, or subscription businesses with exec-level relationships.
• Familiarity with private equity/financial services markets.
• Proven track record closing expansion or renewal expansion at executive level.
• Strategic thinker who identifies opportunities and builds executable plans.
• Strong communicator with ownership and timely follow-through.
• CRM experience and comfort with data-driven insights.
• Willingness to travel and present to clients as needed.

Responsibilities

• Manage and expand a dedicated portfolio of accounts with focus on retention and net-new adoption.
• Build and deepen relationships with senior leaders and executive sponsors.
• Develop and execute strategic account plans that convert opportunities into expansion.
• Lead quarterly business reviews and regular client check-ins to align on outcomes.
• Monitor client health using signals and remove friction proactively.
• Partner across Sales, Product, Services, and Customer Success to improve experiences.
• Provide thought leadership on capital markets trends and how Intapp addresses them.
• Plan and run targeted client outreach programs and events.
• Own and execute team initiatives that improve processes and drive results.

Skills

Account management

Executive relationships

Strategic planning

Communication

CRM experience

Travel willingness

Private equity knowledge

Tools

CRM systems

Job description

Join Intapp as an Account Manager - own and grow a high-value portfolio of private capital clients, be their trusted advisor, and drive real business impact. As an Account Manager you will have exposure to industry leaders, chance to build scalable account practices and have a high-impact role. Intapp is revolutionizing the private capital markets around the world with AI, data, transparency, leading product and excellent service. We've already made huge strides, but we're just getting started! Ready to accelerate private capital?

Why You'll Do:

• Manage and expand a dedicated portfolio of accounts with a focus on retention and net-new adoption 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 expansion
• Lead quarterly business reviews and regular client check-ins to align on outcomes and next steps
• Monitor client health using quantitative and qualitative signals and act proactively to remove friction
• Partner across Sales, Product, Services, and Customer Success to deliver seamless client experiences and scalable operational improvements
• Provide thought leadership on capital markets trends and how Intapp addresses them
• Plan and run targeted client outreach programs and events
• Own and execute team-level initiatives that improve processes and drive results

What You'll Need:

• 5+ years in Account Management at SaaS, technology, or subscription businesses, with a history of growing and retaining executive-level relationships
• Familiarity with private equity / financial services markets
• Proven track record closing expansion deals or driving renewal expansion at the executive level
• Strategic thinker who identifies opportunities, builds executable plans, and delivers results
• Strong communicator with excellent interpersonal skills and a bias for ownership and timely follow-through
• CRM experience
• Willingness to travel and present to clients as needed

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 \’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: 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.

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.