Enterprise Account Manager — Investment Banking
Own and grow a high-value portfolio of investment banking and advisory clients as their trusted advisor. In this role, you will influence how some of the world's most sophisticated financial firms apply Intapp's governed AI platform to their most critical workflows — from deal management to compliance. This is a senior role for someone who understands the investment banking landscape, builds lasting executive relationships, and drives measurable business outcomes.
What you'll do:
- Own a dedicated portfolio of investment banking accounts, driving retention, expansion, and net-new adoption of Intapp solutions
- Build and deepen relationships with C-suite and senior leaders at client firms, serving as a strategic advisor on their most pressing business challenges
- Develop and execute account plans that translate client priorities into revenue growth and measurable outcomes
- Lead executive business reviews that align clients on value delivered and define the roadmap forward
- Partner with Sales, Product, Services, and Customer Success to deliver seamless client experiences and resolve friction before it becomes churn
What you'll need:
- 8+ years in enterprise account management at a SaaS or technology company, with a consistent record of growing and retaining executive-level relationships
- Deep knowledge of investment banking and advisory markets, including the workflows, compliance requirements, and pressures that define the industry
- Proven track record closing expansion deals and driving renewals at the senior executive level
- Clear, confident communicator who can navigate complex organizations, build consensus, and follow through with precision
- Willingness to travel and present to clients at the executive level as needed
What you will gain:
At Intapp, you’ll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You’ll be part of a growing public company, with a modern work environment that’s connected yet flexible and where your professional growth and well-being are top priorities. We’ll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork.
Here, you will have the opportunity to:
Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.
Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.
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Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.
Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.
