Strategic Account Manager - Private Capital SaaS

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

Benefits offered by this job

Complimentary lunches

Fully stocked kitchens

Wellness benefits

Flexible time off

Volunteer time off

Donor matching program

Job summary

Intapp, a growth-focused software company, seeks an Account Manager to cover mid-market investment banking accounts from our Charlotte office. You’ll own a portfolio, serve as a trusted advisor, and help clients maximize value from Intapp solutions over time.

Work with Sales, Product, Services, and Customer Success to deliver seamless experiences, drive expansion, and lead quarterly business reviews. The role requires 5+ years in SaaS account management, executive-level relationship skills, CRM

Qualifications

• 5+ years in account management for SaaS/tech or subscription businesses.
• Experience growing and retaining client relationships with executive sponsors.
• Proven ability to close expansion deals or drive renewals at the executive level.
• Strong communication, ownership, and cross-functional collaboration.
• CRM experience and willingness to travel to present to clients.

Responsibilities

• Manage and grow a dedicated portfolio of mid-market private capital and investment banking accounts, with a focus 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 opportunity into measurable growth
• Lead quarterly business reviews and client check-ins to align on outcomes and priorities
• Monitor client health and act proactively to resolve friction, partnering with internal teams to deliver seamless client experiences

Skills

Account management

Relationship building

Sales / renewals

Cross-functional collaboration

CRM experience

Tools

Salesforce

Job description

Intapp, a growth-focused software company, seeks an Account Manager to cover mid-market investment banking accounts from our Charlotte office. You’ll own a portfolio, serve as a trusted advisor, and help clients maximize value from Intapp solutions over time.

Work with Sales, Product, Services, and Customer Success to deliver seamless experiences, drive expansion, and lead quarterly business reviews. The role requires 5+ years in SaaS account management, executive-level relationship skills, CRM