Hybrid Strategic SaaS Account Manager - Mid-Market Growth

Intapp; Charlotte (NC); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Intapp is seeking an Account Manager for upper middle market clients in Charlotte, NC with hybrid work options. You will manage a portfolio of mid-market private capital and investment banking accounts, building executive relationships and driving expansion and renewals.

The role requires 5+ years in SaaS/account management, familiarity with financial services, and a track record of strategic account planning and cross-functional collaboration.

Qualifications

• 5+ years in account management at a SaaS, technology, or subscription business.
• Familiarity with private capital or financial services markets, preferably investment banking.
• Proven ability to close expansion deals or drive renewals at the executive level.
• Strong communicator with ownership, follow-through, and cross-functional collaboration.
• CRM experience and willingness to travel and present to clients as needed.

Responsibilities

• Manage and grow a dedicated portfolio of mid-market private capital and investment banking accounts.
• Build and deepen relationships with senior leaders and executive sponsors.
• Develop and execute strategic account plans to drive growth.
• Lead quarterly business reviews and client check-ins to align outcomes.
• Monitor client health and coordinate with internal teams to resolve friction.

Skills

Account management

SaaS experience

CRM experience

Executive stakeholder management

Travel willingness

Tools

CRM software

Job description

Intapp is seeking an Account Manager for upper middle market clients in Charlotte, NC with hybrid work options. You will manage a portfolio of mid-market private capital and investment banking accounts, building executive relationships and driving expansion and renewals.

The role requires 5+ years in SaaS/account management, familiarity with financial services, and a track record of strategic account planning and cross-functional collaboration.