Product Marketing Manager, Financial Services Solutions

Intapp; United States; Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Professional development reimbursement

Complimentary lunches

Fully stocked kitchens

Wellness program

Paid volunteer time off

Job summary

Intapp, a leader in AI-powered platforms for investment and professional services firms, seeks a Product Marketing Manager for Financial Services Solutions in Palo Alto, CA or NYC with a hybrid preference; US remote possible. Own positioning, messaging, and the go-to-market plan for a key part of our AI dealmaking offering, delivering messaging from positioning docs to seller talks.

You will run customer discovery, maintain ICPs, shape pricing assumptions, lead end-to-end launches, and build

Qualifications

• 4+ years in B2B product marketing, solutions marketing, or related GTM role in enterprise SaaS.
• Financial services exposure required.
• Familiarity with private capital or investment banking workflows.
• Excellent writing and storytelling ability.
• Ability to translate AI value into seller-facing talking points.
• Launch experience across product, sales, marketing, and post-sales.

Responsibilities

• Own product's positioning and messaging.
• Develop persona, message maps, and solution materials.
• Distill value propositions into buyer outcomes and validate with customers and sales.
• Plan and run customer discovery and maintain ICPs.
• Lead end-to-end launches and enablement activities.
• Shape packaging, pricing decisions, and GTM readiness.

Skills

B2B Product Marketing

Financial Services

Messaging & Positioning

Launch Experience

Analytics

Seller Enablement

Cross-functional

Education

Bachelor's degree

Job description

Product Marketing Manager, Financial Services Solutions – Palo Alto, CA or NYC (hybrid preferred); US remote possible

Intapp (NASDAQ: INTA) is the leading AI platform for investment and professional services firms, helping them grow, manage risk, and run profitably. Intapp DealCloud is the deal and relationship management foundation for more than 1,200 private capital and investment banking firms, including most of the PEI 300. Intapp Celeste, our AI‑native agentic platform, automates firm workflows while enforcing professional compliance and confidentiality standards. Together, DealCloud with Celeste puts governed, agentic AI to work across the full deal lifecycle, from fundraising and deal sourcing through pipeline management, investor coverage, and exits. You'll own product marketing for an assigned part of our AI dealmaking offering, which serves private capital markets (PCM) and investment banking and advisory (IB&A) firms. That means owning the messaging, the launch, and the enablement, and carrying each from a positioning document through to what sellers say in front of dealmakers. DealCloud is established, trusted, and deeply embedded in how these firms work; pairing it with new AI ways of working, new packages, and new pricing constructs is how we redefine the CRM category. Expect the pace and ambiguity of an early‑stage motion, backed by the distribution, client relationships, and data advantages of the category leader.

What you will do

• Own your product's positioning and messaging.
• Build the persona, message map, and solution bill of materials.
• Distill the value proposition into business outcomes buyers recognize, validate it with customers and sales, and sharpen it as the market responds.
• Own the buyer and the feedback loop.
• Plan and run customer discovery, maintain the persona and ICP for your product, and hold regular client‑insight cadence.
• Synthesize what you hear into structured input to positioning, packaging, pricing, and roadmap.
• Own the competitive story.
• Run a structured win/loss program, produce competitive summaries and landscape analysis, build the battlecards, and brief sellers on how Intapp wins against the alternatives.
• Own the go‑to‑market plan.
• Shape motion, channel, and timing for your product, and coordinate cross‑functional execution with coaching from your manager.
• Contribute structured analysis and a clear recommendation to packaging and pricing decisions, including usage‑based mechanics such as AI credits.
• Lead launches end‑to‑end.
• Own the RACI, get product, sales, marketing, and post‑sales ready, and track readiness through to adoption rather than to launch day.
• Build the enablement toolkit.
• Own objection‑handling best practices, talk tracks, and FAQs, deliver product training to sales and client success, and keep it all current as packaging and the market evolve.
• Carry the story outward.
• Brief demand generation on campaign messaging, recommend case study angles, own the reference program for your product, and lead analyst briefings with support from your manager.
• Measure and optimize.
• Own GTM performance reporting for your product, identify where the motion is leaking, and bring recommendations and OKR input to your manager.

What you will need

Intapp is looking for intellectually curious, self‑motivated professionals who like to get hands‑on to contribute to the overall success of the business and their team.

• 4+ years in B2B product marketing, solutions marketing, or a related GTM role in enterprise SaaS, including at least one product whose messaging and launch you owned end to end.
• Financial services exposure.
• Familiarity with private capital or investment banking workflows (deal sourcing, fundraising, LP coverage, pipeline management, and M&A advisory), or a demonstrated ability to build domain fluency fast.
• You'll need enough credibility to write for sellers who face dealmakers daily.
• Exceptional writing and storytelling.
• You can turn an agentic AI platform and a usage‑based commercial model into a clear, confident story for a senior buyer and a usable talk track for a seller.
• Launch experience.
• You've led or co‑led a launch across product, sales, marketing, and post‑sales, and you know what readiness actually requires versus what a checklist claims.
• Data‑driven.
• You're comfortable working with GTM performance data, pipeline, win/loss, usage, and adoption metrics, and turning it into a clear recommendation rather than a dashboard.
• You'd sooner test a claim against the numbers than assert it, and you know which metric answers the question in front of you.
• Seller EQ and empathy.
• You've built playbooks, battlecards, and objection handling that sellers have adopted, and you check whether they land instead of assuming they do.
• Client empathy.
• You seek out win/loss, usage and adoption data, and unfiltered seller feedback, and you change your work based on what you find.
• Cross‑functional collaboration across product, pricing, sales, and marketing, in an early‑stage motion where priorities shift fast and the playbook is still being written.
• Bachelor's degree required.

What you will gain at Intapp

• 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.

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.

Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, colour, 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.

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