Segment Lead, Accounting & Consulting

Services Segment Lead

Accounting and Consulting sector

London or Charlotte NC.- hybrid

Intapp is an enterprise software house providing industry leading products to the professional and financial services sectors.

Nasdaq listed, we have offices across the USA , Europe and Singapore. We have over 2550 clients in the legal, accounting, consulting , banking and private capital market sectors,

What you will do :

• Act as Services Segment Lead primarily in the Accounting & Consulting industry
• Support Financial Services Account Management and New Sales teams in driving account growth through existing clients utilizing business expertise.
• Provide Account Management and New Sales team support to include SOW / Order Form development and SOW / Order Form negotiation to deliver mutual benefit for the customer and Financial Services.
• Achieve our business growth bookings target as measured by Annual Contract Value (ACV).
• Provide delivery governance for upsell opportunities across the Financial Services client base to ensure timely guidance, support, and direction is given to meet or exceed customer expectations;

eliminate blockers and mitigate risk.

• Services lead for clients / prospects to understand their strategic objectives, use cases and product solution architecture as key learnings to determine services requirements.
• Serve as the customer escalation point for key / strategic Financial Services segment engagements sold by the FS Account Management team.
• Accountable for services financial goals and metrics, including bookings, revenue, gross margin and utilization.
• Own operational metrics, such as time-to-value, client satisfaction targets as measured by our post-engagement NPS survey and client retention.
• Help develop Services capabilities for repeatable offerings development to increase sales efficiency.
• Build strong relationships with clients and stakeholders (internal and external).
• Provide regular feedback to the Professional Services PMO to guide future methodology and Services development.

What you will need :

• 2-4 years of experience in Professional Services supporting strategic services sales growth and primary accountability for client services delivery
• Bachelor’s Degree in Management Information Systems, Business Administration, or equivalent relevant experience
• Solid experience and track record in strategic selling, delivering, and managing a portfolio of clients and projects
• Proven ability to advance conceptual ideas and engage multiple stakeholders, internal and clients, to decision points
• Experience or expertise in the Private Capital Markets Industry
• Extensive knowledge and experience of end-to-end services delivery and associated core phases : Initiation, Planning, Testing, Rollout and Closure
• Strong internal networking skills with experience of removing internal barriers between teams to enable them to complete their objectives
• Superior written and verbal communications skills, including the ability to listen carefully and to communicate effectively within a diverse environment
• Comfortable working in a dynamic and fast paced environment
• Resourceful, results-oriented, and highly energetic
• Self-starter and proven team player
• Skills in negotiating, influencing, and conflict resolution

Preferred Experience & Skills

• 3-6 years prior Professional Services sales background in an enterprise software company
• Knowledge of and experience in the Accounting & Consulting industry
• Proven experience leading teams to deliver against key performance indicators
• Demonstrated success in Professional Services delivery roles (functional, technical, or project management) delivering complex client projects within an enterprise software company
• Master’s degree
• Experience with DealCloud or Intapp technologies

What you will gain at Intapp :

Our culture at Intapp emphasizes accountability, responsibility, and growth. We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork.

We’re committed to creating a modern work environment that’s connected yet flexible, supporting both professional success and work-life balance.

In return for your passion, commitment, and collaborative approach, we offer :

• Competitive base salary plus variable compensation and equity
• Generous paid parental leave, including adoptive leave
• Traditional comprehensive benefits, plus : Generous Paid Time OffTuition reimbursement planFamily Formation benefit offered by CarrotWellness programs and benefits provided by Modern HealthPaid volunteer time off and donation matching for the causes you care about
• Opportunities for personal growth and professional development supported by a community of talented professionals
• An open, collaborative environment where your background and contributions are valued
• Experience at a growing public company where you can make an impact and achieve your goals
• Open offices and kitchens stocked with beverages and snacks

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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.

All offers are contingent upon passing a criminal history and other background checks if applicable to the position.

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 .

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.