Senior Revenue Forecasting Manager

Intapp; Palo Alto (CA); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Free lunches

Fully stocked kitchens

Volunteer time off

Donation matching

Flexible time off

Job summary

Intapp is seeking a Revenue Forecasting Director to own end-to-end forecasting for Net New and Renewals, spanning weekly to annual cadences. You will analyze large data sets with SQL and BI tools, generating actionable insights for Sales Leadership and executives.

Collaborate with Service Delivery and Finance to align delivery commitments with revenue forecasts. You will build dashboards in Salesforce and Pigment, driving adoption of AI-enabled forecasting across the organization.

Qualifications

• Direct experience owning enterprise revenue forecasting processes in a SaaS/tech company.
• Hands-on SQL skills to query and model large CRM/operational datasets.

Responsibilities

• Own end-to-end forecasting for Net New and Renewals across cadences, improving accuracy and governance.
• Analyze large datasets to identify pipeline trends and renewal risks, translating insights for Sales Leadership.
• Collaborate with Service Delivery to incorporate delivery timelines and commitments into the forecast.
• Build and maintain executive dashboards and forecasting models in Salesforce, Pigment, and BI tools.
• Lead adoption of AI-enabled forecasting to improve accuracy and reduce manual work.

Skills

SQL

BI tools

Tableau

Power BI

Looker

Salesforce data

Cross-functional comms

AI / predictive analytics

Automation

Data modeling

Tools

Pigment

Tableau

Power BI

Looker

Salesforce

Job description

What you will do

• Own the end-to-end forecasting process for Net New business and Renewals — including weekly, monthly, quarterly, and annual cadences — and continuously improve forecast accuracy, methodology, and governance across the Revenue organization.
• Personally analyze large datasets using SQL and BI tools to identify pipeline trends, conversion patterns, sales velocity, and renewal risks, translating findings into actionable recommendations for Sales Leadership and executive stakeholders.
• Partner with Service Delivery to incorporate delivery timelines, capacity assumptions, and customer implementation commitments into the consolidated Revenue forecast, maintaining clear ownership boundaries while providing leadership with a holistic view.
• Build and maintain executive dashboards, forecasting models, and reporting frameworks in Salesforce, Pigment (or comparable planning platforms), and BI tools that provide clear visibility into pipeline health, bookings attainment, and revenue outlook.
• Lead the adoption of AI-enabled forecasting capabilities — including predictive analytics, automation, and behavioral signal integration — to improve forecast accuracy, reduce manual effort, and support better revenue decisions.

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.

• Direct experience owning or leading enterprise revenue forecasting processes in a SaaS or technology company, with a strong command of SaaS metrics including ARR, pipeline coverage, bookings, renewal rates, and forecast accuracy.
• Hands-on SQL skills and the ability to independently query, model, and analyze large CRM and operational datasets to generate insights — this is a data-first role where you will be expected to do the analysis yourself.
• Proficiency with business intelligence tools such as Tableau, Power BI, or Looker, and experience with enterprise planning platforms such as Pigment or comparable solutions for revenue forecasting, scenario modeling, and capacity planning.
• Experience working with Salesforce data structures and CRM reporting, and the ability to partner with Business Systems teams to improve data quality, reporting frameworks, and analytics infrastructure.
• Strong cross-functional communication and influencing skills, with a track record of partnering with Sales, Customer Success, Service Delivery, and Finance to align forecast assumptions and drive accountability.
• Familiarity with AI, predictive analytics, or automation as applied to forecasting processes, and an interest in continuing to develop and scale those capabilities.

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.

Here, you will have the opportunity to:

• Expand Your Skills: 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: 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: 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.

Your actual base salary

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.

Equal Employment Opportunity

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.

About Intapp

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.

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.