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Intapp

Industry cloud solutions for professional services

Vice President Global Strategic Accounts - Financial Services

Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • Significant experience leading enterprise software sales, global accounts, or strategic client relationships, with a track record of materially growing large and complex accounts.
  • Deep experience within Private Capital, Investment Banking, or adjacent financial-services markets.
  • Proven success building executive relationships and influencing technology and business strategy within sophisticated global organizations.
  • Experience leading and developing senior enterprise sellers responsible for complex, high-value client relationships.
  • Demonstrated ability to create and execute strategic account plans that produce meaningful expansion and revenue growth.
  • Ability to shape strategy, team, playbook, and operating model for a growing strategic accounts organization.
  • Willingness to personally engage in the most important relationships and opportunities.

Responsibilities

  • Help shape the strategic accounts strategy, operating model, and growth playbook for the largest Private Capital and Investment Banking clients.
  • Own the commercial strategy and growth trajectory for a portfolio of important enterprise relationships.
  • Lead, coach, and develop a team of senior Client Development Directors responsible for expanding client relationships.
  • Build multi-year account strategies connecting the platform to client business priorities, transformation agendas, and desired outcomes.
  • Develop trusted relationships with senior executives, including Managing Partners, CEOs, CIOs, CFOs, COOs, and Chief AI Officers, and influence strategic decisions.
  • Identify and create expansion opportunities by uncovering white space, new use cases, competitive opportunities, and broader platform adoption.
  • Personally lead complex, high-value expansion opportunities and executive negotiations.
  • Orchestrate Sales, Client Success, Product, Solutions Consulting, Professional Services, and company leadership around a unified strategy for each major client.
  • Connect the broader platform, including DealCloud, Risk & Compliance, and Celeste, to client priorities and measurable business value.

About the Company

Intapp

Industry cloud solutions for professional services

Intapp provides industry-specific cloud software and advisory services for professional and financial services firms. Its core product, OnePlace, links different operations to support the entire client lifecycle from strategy to execution, while helping modernize and secure IT systems. It differentiates itself by combining targeted software with hands-on transformation services and data activation to improve client outcomes and grow new business. The company aims to help firms achieve growth and better client experiences by aligning data, processes, and technology.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Palo Alto, CA
Founded
2000

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