Strategic Account Manager, Mid‑Market IB SaaS

INTEGRATION APPLIANCE, INC.; Charlotte (NC); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Open office environment

Complimentary lunches

Volunteer time off and donation-mating

Job summary

Intapp is seeking an Account Manager to cover mid-market investment banking accounts, owning a portfolio, advising clients, and driving expansion over time. You will collaborate with Sales, Product, Services, and Customer Success to deliver seamless client experiences and measurable growth.

Ideal candidates will have 5+ years in account management within SaaS or subscription businesses, familiarity with private capital markets, and a track record of closing expansions or renewals at the

Qualifications

• 5+ years in account management in SaaS/tech or subscription businesses.
• Experience in private capital or financial services markets, preferably investment banking.
• Proven ability to close expansion deals or drive renewals at executive level.
• Strong communication and cross-functional collaboration.

Responsibilities

• Own a portfolio of mid-market private capital and investment banking accounts, focusing on retention and expansion of Intapp solutions.
• Build and deepen relationships with senior leaders and executive sponsors at client firms.
• Develop and execute strategic account plans that convert opportunities into measurable growth.
• Lead quarterly business reviews and client check-ins to align on outcomes and priorities.
• Monitor client health and partner with internal teams to deliver seamless experiences.

Skills

Account management

SaaS / subscription business

CRM experience

Stakeholder management

Travel willingness

Tools

CRM systems

Job description

Intapp is seeking an Account Manager to cover mid-market investment banking accounts, owning a portfolio, advising clients, and driving expansion over time. You will collaborate with Sales, Product, Services, and Customer Success to deliver seamless client experiences and measurable growth.

Ideal candidates will have 5+ years in account management within SaaS or subscription businesses, familiarity with private capital markets, and a track record of closing expansions or renewals at the