Client Development Associate

Intapp; New York (NY); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Professional development reimbursement

Complimentary lunches

Wellness programs

Flexible time off

Paid volunteer time off

Job summary

Intapp is seeking a professional Client Development Associate (CDA) to manage initial sales stages and convert prospects into sales opportunities. The CDA will work closely with both Marketing and Sales Teams to enhance lead generation and maintain accurate CRM data.

This role requires proven experience in sales or marketing, strong communication skills, and a proactive attitude towards client engagement. Intapp offers a modern work environment and development opportunities.

Qualifications

• Proven sales or marketing experience in a technology environment with a record of hitting goals.
• Clear and confident communicator for engaging with C-level buyers.
• Fluency with CRM and Microsoft Office, with discipline in data management.

Responsibilities

• Build and advance pipeline by converting inbound leads into qualified opportunities.
• Develop a command of Intapp's products and client use cases.
• Strengthen CRM data quality through targeted research and outreach.

Skills

Sales experience

Communication skills

Fluency with CRM systems

Organizational skills

Curiosity about markets

Tools

Microsoft Office

CRM systems

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

• Build and advance pipeline by converting inbound and marketing-generated leads into qualified opportunities — securing meetings, demos, and event engagements that move deals forward.
• Develop a working command of Intapp's products, value propositions, and client use cases so you can hold credible, consultative conversations with senior buyers from day one.
• Strengthen the quality and depth of CRM data through targeted research, industry monitoring, and direct outreach — keeping contacts, firmographics, and opportunity records accurate and actionable.
• Run outbound prospecting and support targeted campaigns end to end, from identifying the right contacts to securing sign-ups and participating in execution.
• Serve as the connective tissue between field sales, marketing, and support functions — coordinating the inputs and information the team needs to close deals faster.

What you will need

• Proven sales or marketing experience in a technology environment, with a track record of hitting goals — experience in legal, accounting, consulting, or private capital markets is a strong advantage.
• Clear, confident communicator — you can write and speak with the credibility required to engage C-level buyers at professional firms.
• Fluency with CRM systems and Microsoft Office, with the discipline to keep data clean, reports current, and pipeline visibility sharp.
• Highly organized and self-directed — you manage competing priorities without dropping details and don't wait to be told what needs doing.
• Genuine curiosity about the markets and clients we serve, or the drive to get up to speed quickly and go deep on what matters to our buyers.

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.

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 $50,000/yr - $55,000/yr. 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.

#LI-TA1

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.