Business Development Representative

Intapp; United States; Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Complimentary lunches

Fully stocked kitchens

Wellness program

Flexible time off

Volunteer time off

Donation matching

Professional development

Job summary

Intapp seeks a Client Development Associate to convert prospects into opportunities, manage early sales stages, and expand the pipeline. You will use CRM and marketing automation to report lead velocity and pipeline growth, collaborating with the Marketing and Sales teams to optimize targeting and data quality.

You will gain experience in demand generation, event support, and campaign execution, while building relationships with C-level buyers and contributing to revenue growth.

Qualifications

• Demonstrated sales or marketing experience in technology fields with goal achievement
• Excellent written and verbal communication for engaging with C-level buyers
• Strong team orientation with regional achievement focus
• Well organized, detail-oriented, proactive and self-starting
• Willingness to learn about Intapp's market and customers
• Proficient in Microsoft Office and CRM updates
• Experience with legal/accounting or consulting firms is a bonus

Responsibilities

• Understand Intapp products, value proposition and ROI to conduct sales conversations
• Advance early-stage opportunities through sales/marketing activities
• Follow up on inbound and marketing-generated leads
• Improve data quality in CRM including prospect demographics and contacts
• Drive CRM usage to access reports and maintain pipeline data
• Assist in campaigns and events including target identification and logistics
• Coordinate between field reps and sales/marketing support to secure inputs on time

Skills

Sales experience

Marketing experience

Excellent communication

Team player

Organized / detail-oriented

CRM familiarity

Understanding of market/customers

Tools

CRM software

Microsoft Office

Job description

We are looking to hire a professional Client Development Associate (CDA) who can convert prospects into sales opportunities, manage initial stages of the sales process, be proactive to further build pipeline for the Intapp sales team, and use CRM and marketing automation systems to report on lead velocity and pipeline creation. The Client Development Associate will work as part of the Marketing Team and close with the Sales Team to assist in managing sales activity & pipeline, hunting for new client opportunities, and improving the quality of targeting and lead-generation data in our CRM database.

What you will do:

• Understand Intapp products, value proposition, ROI analysis, use cases, key questions and benefits of each product to conduct appropriate sales conversations.
• Apply sales and marketing expertise & knowledge to advance early-stage opportunities (.i.e secure meetings, attend events, agree to web demo)
• Follow up on all inbound and marketing-generated leads
• Improve key contact & target identification data in our CRM including scanning industry news sources, desk-research & phone-calling to collect prospect demographics, confirm prospect characteristics, key contacts, and to highlight any compelling events.
• Know how to drive CRM systems effectively & efficiently – to access information, create reports and analyses, and to keep key data (opportunities, key contacts, target data) up to date and accurate for pipeline & accounts.
• Assist in execution of specific campaigns & events – includes identification of suitable targets, secure sign-ups, logistics support and participation.
• Liaison between field reps and the other key sales and marketing support functions to manage these key interactions and ensure the inputs needed to advance sales are secured on time.

What you will need:

• Demonstrated sales or marketing experience (in either field or inside-sales) in the technology arena, preferably with experience in the legal or accounting/consulting sectors and with a strong record of achievement against goals
• Excellent communication skills – written & verbal – to communicate with C-level buyers
• Strong team player – the results are measured by regional achievement against goals, not individual achievement
• Well organized & detail-oriented – thorough, tenacious, self-starting
• Good understanding or willingness to learn about our market, and our customers
• Proficient computer skills including Microsoft Office products – Word, Excel, Outlook and PowerPoint – and experience with CRM updates
• Exprerience working with legal/accounting or consulting firms would be a big bonus

What you will gain at Intapp:

• 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.
• 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.

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.

Company Overview

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.