Strategic Enterprise Account Manager – Private Capital

Intapp; New Jersey; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Professional development opportunities

Modern offices with lunches

Wellness and flexible time-off

Collaborative culture

Job summary

Intapp is seeking an Enterprise Account Manager to own a high-value portfolio of private capital clients. You will build executive relationships, shape strategic plans, and drive expansion while collaborating with Sales, Product, Services, and Customer Success.

Travel to client sites will be required to maintain and grow relationships. This role rewards strong leadership, decision making, and a data-driven approach.

Qualifications

• 8+ years in account management with executive relationships.
• Familiarity with private equity or financial services.
• Proven track record closing expansion deals at the executive level.
• CRM systems experience.

Responsibilities

• Manage and expand a dedicated portfolio of accounts with a focus on retention and net-new adoption 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 expansion.
• Lead quarterly business reviews and regular client check-ins to align on outcomes and next steps.
• Monitor client health using quantitative and qualitative signals and act proactively to remove friction.
• Partner across Sales, Product, Services, and Customer Success to deliver seamless client experiences and scalable operational improvements.
• 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-level initiatives that improve processes and drive results.

Skills

Account management

Executive relationships

Strategic thinking

Communication skills

CRM experience

Willing to travel

Job description

Intapp is seeking an Enterprise Account Manager to own a high-value portfolio of private capital clients. You will build executive relationships, shape strategic plans, and drive expansion while collaborating with Sales, Product, Services, and Customer Success.

Travel to client sites will be required to maintain and grow relationships. This role rewards strong leadership, decision making, and a data-driven approach.