Hybrid Account Manager

Posted 1 hour ago

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About the role

  • Account Manager managing mid-market investment banking accounts and driving value from Intapp solutions. Collaborating with sales and product teams for client success and expansion.

Responsibilities

  • Manage and grow a dedicated portfolio of mid-market private capital and investment banking accounts
  • Build and deepen relationships with senior leaders and executive sponsors at client firms
  • Develop and execute strategic account plans that convert opportunity into measurable growth
  • Lead quarterly business reviews and client check-ins to align on outcomes and priorities
  • Monitor client health and act proactively to resolve friction

Requirements

  • 3+ years in account management at a SaaS, technology, or subscription business
  • Familiarity with private capital or broader financial services markets, preferably investment banking
  • Proven ability to close expansion deals or drive renewals at the executive level
  • Strong communicator with a bias for ownership, follow-through, and cross-functional collaboration
  • CRM experience and willingness to travel and present to clients as needed

Benefits

  • Comprehensive wellness programs
  • Flexible time off programs
  • Paid volunteer time off
  • Donation matching program
  • Reimbursement for training and continuing education

Job title

Account Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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