Strategic Client Development Associate — CRM & Pipeline Builder

Intapp; United States; Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Complimentary lunches

Fully stocked kitchens

Wellness program

Flexible time off

Volunteer time off

Donation matching

Professional development

Job summary

Intapp seeks a Client Development Associate to convert prospects into opportunities, manage early sales stages, and expand the pipeline. You will use CRM and marketing automation to report lead velocity and pipeline growth, collaborating with the Marketing and Sales teams to optimize targeting and data quality.

You will gain experience in demand generation, event support, and campaign execution, while building relationships with C-level buyers and contributing to revenue growth.

Qualifications

• Demonstrated sales or marketing experience in technology fields with goal achievement
• Excellent written and verbal communication for engaging with C-level buyers
• Strong team orientation with regional achievement focus
• Well organized, detail-oriented, proactive and self-starting
• Willingness to learn about Intapp's market and customers
• Proficient in Microsoft Office and CRM updates
• Experience with legal/accounting or consulting firms is a bonus

Responsibilities

• Understand Intapp products, value proposition and ROI to conduct sales conversations
• Advance early-stage opportunities through sales/marketing activities
• Follow up on inbound and marketing-generated leads
• Improve data quality in CRM including prospect demographics and contacts
• Drive CRM usage to access reports and maintain pipeline data
• Assist in campaigns and events including target identification and logistics
• Coordinate between field reps and sales/marketing support to secure inputs on time

Skills

Sales experience

Marketing experience

Excellent communication

Team player

Organized / detail-oriented

CRM familiarity

Understanding of market/customers

Tools

CRM software

Microsoft Office

Job description

Intapp seeks a Client Development Associate to convert prospects into opportunities, manage early sales stages, and expand the pipeline. You will use CRM and marketing automation to report lead velocity and pipeline growth, collaborating with the Marketing and Sales teams to optimize targeting and data quality.

You will gain experience in demand generation, event support, and campaign execution, while building relationships with C-level buyers and contributing to revenue growth.