Account Manager - Upper Middle Market

INTEGRATION APPLIANCE, INC.; Charlotte (NC); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Open office environment

Complimentary lunches

Volunteer time off and donation-mating

Job summary

Intapp is seeking an Account Manager to cover mid-market investment banking accounts, owning a portfolio, advising clients, and driving expansion over time. You will collaborate with Sales, Product, Services, and Customer Success to deliver seamless client experiences and measurable growth.

Ideal candidates will have 5+ years in account management within SaaS or subscription businesses, familiarity with private capital markets, and a track record of closing expansions or renewals at the

Qualifications

• 5+ years in account management in SaaS/tech or subscription businesses.
• Experience in private capital or financial services markets, preferably investment banking.
• Proven ability to close expansion deals or drive renewals at executive level.
• Strong communication and cross-functional collaboration.

Responsibilities

• Own a portfolio of mid-market private capital and investment banking accounts, focusing 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 opportunities into measurable growth.
• Lead quarterly business reviews and client check-ins to align on outcomes and priorities.
• Monitor client health and partner with internal teams to deliver seamless experiences.

Skills

Account management

SaaS / subscription business

CRM experience

Stakeholder management

Travel willingness

Tools

CRM systems

Job description

Private capital firms and investment banks run on relationships, data, and trust — and they need software partners who understand that. As an Account Manager at Intapp covering mid-market investment banking accounts, you'll own a portfolio of clients, serve as their trusted advisor, and help them get more value from Intapp solutions over time. You'll work closely with Sales, Product, Services, and Customer Success to deliver seamless client experiences and drive measurable expansion across your book of business.

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

What you'll need:

• 5+ years in account management at a SaaS, technology, or subscription business, with a track record of growing and retaining client relationships
• Familiarity with private capital or broader financial services markets, preferably investment banking
• Proven ability to close expansion deals or drive renewals at the executive level
• Strong communicator with a bias for ownership, follow-through, and cross-functional collaboration
• CRM experience and 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 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.

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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.

Intapp builds AI software to power the world’s top investment, legal, and consulting firms. Our clients face unique challenges: they must track and manage complex client relationships, navigate strict regulatory requirements, and manage sensitive deal information. We develop software specifically for these needs, helping firms find and win business, onboard clients safely and manage risk, deliver exceptional work, and capture full value. Intapp created Celeste, an agentic AI platform for professional firms that combines firm‑specific context, workflow automation, and built‑in compliance. Using prebuilt or custom agents, Celeste helps professionals execute critical workflows faster and more consistently while respecting proprietary knowledge, access controls, and regulatory requirements. It is designed to work within a firm’s data, terminology, playbooks, and governance framework. Today, more than 2,700 firms worldwide rely on Intapp, including 95 of the Am Law 100, 16 of the top 20 accounting firms, and more than 1,700 private capital, investment banking, and real assets firms. Intapp has helped firms achieve measurable impact — from 25% more pitch opportunities to 55% faster client onboarding — turning intelligence into competitive advantage. Founded in 2000 and headquartered in Palo Alto, California, Intapp completed a successful IPO on June 30, 2021 (NASDAQ: INTA). Alongside a global ecosystem of partners, Intapp accelerates innovation and integration, ensuring our clients are always at the forefront of transformation.