Senior Account Manager - Private Capital SaaS

Intapp; United States; On-site; USD 110,000 - 160,000; Full time

Job summary

Intapp in the United States seeks an Account Manager to own a high‑value portfolio of private capital clients and act as their trusted advisor.

You will build senior relationships, lead strategic plans, run quarterly reviews, and collaborate with Sales, Product, Services, and Customer Success.

With 5+ years in SaaS account management and private equity familiarity, you will drive executive‑level expansion in a growth‑minded environment.

Qualifications

• 5+ years in Account Management at SaaS, technology, or subscription businesses with exec-level relationships.
• Familiarity with private equity/financial services markets.
• Proven track record closing expansion or renewal expansion at executive level.
• Strategic thinker who identifies opportunities and builds executable plans.
• Strong communicator with ownership and timely follow-through.
• CRM experience and comfort with data-driven insights.
• Willingness to travel and present to clients as needed.

Responsibilities

• Manage and expand a dedicated portfolio of accounts with focus on retention and net-new adoption.
• Build and deepen relationships with senior leaders and executive sponsors.
• Develop and execute strategic account plans that convert opportunities into expansion.
• Lead quarterly business reviews and regular client check-ins to align on outcomes.
• Monitor client health using signals and remove friction proactively.
• Partner across Sales, Product, Services, and Customer Success to improve experiences.
• Provide thought leadership on capital markets trends and how Intapp addresses them.
• Plan and run targeted client outreach programs and events.
• Own and execute team initiatives that improve processes and drive results.

Skills

Account management

Executive relationships

Strategic planning

Communication

CRM experience

Travel willingness

Private equity knowledge

Tools

CRM systems

Job description

Intapp in the United States seeks an Account Manager to own a high‑value portfolio of private capital clients and act as their trusted advisor.

You will build senior relationships, lead strategic plans, run quarterly reviews, and collaborate with Sales, Product, Services, and Customer Success.

With 5+ years in SaaS account management and private equity familiarity, you will drive executive‑level expansion in a growth‑minded environment.