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Associate Client Development Director

Role overview

Qualifications

  • 5+ years of sales management experience in consultative and value-based selling
  • Successful track record of sales success and growing over quota achieving teams
  • Experience engaging clients in value-based sales process
  • Bonus if you have domain expertise in investment banks, venture capital, private lenders, etc.

Responsibilities

  • Drive expected value out of target region/market across Investment Banking
  • Identify and qualify prospects via targeted networking and existing client relationships
  • Develop and manage a sustained pipeline of over a million dollars in opportunity
  • Cultivate and implement new ideas, approaches, and innovations to improve efficiency and effectiveness of the team

Key facts

Other skills

  • Negotiation
  • Communication
  • Presentations
  • Creativity
  • Problem Solving

About the company

Intapp logo

Intapp

Intapp helps professionals turn knowledge, relationships, and operational insights into value. Using the power of Applied AI, we make firm and market intelligence easy to find, understand, and use. This helps Intapp clients better access and activate their expertise to make smarter decisions, manage risk, and increase their competitive advantage. The world's top firms — across accounting, consulting, investment banking, legal, private capital, and real assets — trust Intapp’s industry-specific solutions to drive new growth and multiply opportunity. Curious, collaborative, and dedicated, our team includes experts from across the markets we serve. For more information, visit Intapp.com

Company details

Company typeLarge
Company size1001 - 5000

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Job description

Intapp is seeking an Software Sales Executive (Associate Client Development Director) who will be a sales executive covering our Investment Banking and Private Capital Markets clients. The Sales Executive will have familiarity and a solid degree of market and situational awareness to call on Investment Professionals, IT, Finance, Risk and Business Development leaders.

 

Intapp is revolutionizing the private capital markets around the world with data, transparency, great product and sophisticated service.  We’ve already made huge strides, but we’re just getting started.  The target market for Intapp is the dynamic and growing Private Capital Market (Private Equity, Direct Lending, Real Estate, Venture/Growth, FOF and Institutional Investors, Investment Banks and Corporate Development arms of the Fortune 1000).

 

What you’ll do:

  • As a contributor to the team’s overall goals, the Sales Executive will also be responsible for their own sales funnel and individual sales targets.

  • Drive expected value out of target region/market across Investment Banking.

  • Identify and qualify prospects via: targeted networking, internal Sales Development Resources, regional leadership initiatives, existing client relationships, phone prospecting, and email.

  • Continually, develop new prospects to build and manage a sustained pipeline of over a million dollars in opportunity

  • Identify the prospect buying behavior and orient the proven sales process for the prospect to drive the prospect toward a decision.

  • Coordinate and execute the development, delivery and presentation of proposals.

  • Deal with complex negotiations at the executive level through a multi-constituent sales process.

  • Properly manage and maintain sales reporting

  • Handle escalations around specific team issues as they arise

  • Cultivate and implement new ideas, approaches, and innovations to improve efficiency and effectiveness of the team

 

What you’ll need:

  • 5+ years of sales management experience in consultative and value-based selling with a successful track record of sales success and growing over quota achieving teams.

  • Individuals likely to excel come from sales roles in banking, expert network, consulting, accounting, or financial technology with a specific focus on Investment Banking and Private Capital Markets.

  • Experience engaging clients in value-based sales process.

  • Highly motivated, positive, entrepreneurial, can-do attitude, creative, ownership driven, intellectually curious, dynamic, confident, professional and goal-oriented with excellent communication and presentation skills.

 

Bonus if you:

  • Have domain expertise in investment banks, venture capital, private lenders, etc.

  • Previous experience selling in the private equity or investment banking sector, or working with an enterprise software provider

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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