Enterprise Account Executive - Majors - Financial Services

The Enterprise Sales Executive — Private Capital Markets & Investment Banking Vertical - Majors (Client Development Director - Majors) will serve as a trusted advisor and market-facing representative for Intapp, driving awareness of our products and services within a defined geographic territory for our most strategic accounts. This individual will be responsible for growing revenue across named, largest accounts by identifying upsell opportunities, building multi-threaded client relationships, and guiding customers toward measurable success with their Intapp solutions. The ideal candidate brings a proven track record in enterprise software sales within the private capital markets and investment banking industries, an established network across private equity firms, venture capital firms, investment management organizations, and investment banks, and the executive presence to represent Intapp at industry events and in the field. They will also bring genuine fluency in AI, being able to speak credibly about how tools like Intapp Celeste are reshaping how private capital and investment banking firms operate, and confident enough to lead those conversations at the most senior levels.

What You Will Do:

• Build and maintain deep, multi-threaded relationships across all named accounts, serving as the primary point of contact and trusted advisor for key stakeholders — including Managing Partners, CFOs, COOs, CIOs, and Heads of IT/Compliance — at every level of the organization.

• Educate private capital markets and investment banking clients and prospects on the full suite of Intapp products and solutions — with particular depth on Intapp's AI capabilities, including Celeste — raising awareness and positioning Intapp as the premier technology partner for the private capital markets and investment banking industries.

• Champion AI adoption within your book of business: act as a credible guide for firm leaders navigating the shift to agentic AI, connecting client challenges to Intapp Celeste's capabilities and helping firms understand the practical value of AI-powered workflows in deal sourcing, due diligence, and portfolio operations.

• Identify, develop, and manage a robust pipeline of opportunities within the defined private capital markets and investment banking territory using the Intapp Sales Methodology, maintaining accurate and up-to-date CRM data throughout every stage of the sales cycle.

• Meet and exceed targets for add-on sales, upgrades, and renewal retention while proactively engaging at-risk clients to strengthen relationships, address concerns, and mitigate churn across the book of business.

• Represent Intapp in the private capital markets and investment banking industries by participating in marketing initiatives, press releases, case studies, and high-profile industry events — including speaking engagements at conferences such as SuperReturn, PEI events, SIFMA, and other private capital, investment management, and investment banking user groups.

What You Will Need:

• 10+ years of enterprise software sales experience with a strong focus on private capital markets and/or investment banking — including private equity, venture capital, real assets, private credit, and investment banking firms — with demonstrated expertise in account planning, development, and long-term territory management.

• Proven track record of consistently meeting and exceeding sales, renewal, and retention goals within the private capital markets and investment banking verticals, with the ability to manage complex, multi-stakeholder sales cycles across top-tier private equity firms, investment banks, and large institutional investment organizations.

• Deep familiarity with the private capital markets and investment banking technology landscape — including deal management, investor relations, fundraising, portfolio monitoring, deal sourcing, or related solutions — and a working understanding of how AI and agentic tools are reshaping deal teams and investment operations, with the ability to translate that into compelling client conversations.

• Executive-level communication and influencing skills — written, verbal, and interpersonal — with the ability to engage confidently with Managing Partners, CFOs, COOs, CIOs, and other senior leadership stakeholders across the private capital markets and investment banking sectors.

• AI fluency and curiosity: comfortable discussing large language models, agentic AI workflows, and the practical implications of tools like Intapp Celeste in a private capital markets and investment banking context. Not required to be a technologist but expected to engage with AI topics confidently and stay current as the landscape evolves.

• Strong analytical and problem-solving abilities, a client-first mentality, and the resourcefulness to navigate the unique demands of selling into private equity firms, investment banks, and investment organizations while delivering consistent results across a high-value, complex book of business.

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.