Account Executive, Financial Services

Intapp is expanding the sales organization with an Account Executive within our Financial Services vertical.

What you'll do :

• Drive expected value out of Mid-Market Accounts across various segments of Private Capital.
• 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 a million dollar in opportunity
• Identify the prospect buying behavior and orient the proven DealCloud sales process for the prospect to drive the prospect toward a decision.
• Engage across the prospect to align the organization around the value of DealCloud.
• Uncover key components of value for the various prospect stakeholders to drive 'Why' the prospect is interested in DealCloud and then demonstrate how the platform solves the prospect's perceived value.
• Facilitate information gathering and match that to the prospects needs through multiple in person, social and professional engagements.
• Draw resources from across DealCloud (services, training, support, and product teams) to position the prospect for a successful long term partnership.
• Coordinate and execute the development, delivery and presentation of proposals.
• Deal with complex negotiations at the executive level through a multi-constituent sales process.
• Close Subscription and Services business of a half-million+ dollars in bookings across region per annum.

What you'll need :

• 3-5+ years of experience in consultative and value based selling with a successful track record.
• Individuals likely to excel come from sales roles in banking, expert network, consulting, accounting or financial technology with a specific focus on financial services firms.
• Experience engaging clients in consultative / 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.

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 Off
• Tuition reimbursement plan
• Family Formation benefit offered by Carrot
• Wellness programs and benefits provided by Modern Health
• Paid 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

For New York City based roles, Base Pay Range is $85,000 / yr - $90,000 / yr. Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity.

In addition to base salary, variable compensation and equity may also be included

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Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity.

In addition to base salary, variable compensation and equity may also be included.

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 " redacted " or " redacted " 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.