What you will do:
- Act as Services Segment Lead and primary partner for the North American Financial Services Private Capital Markets (PCM) Account Management, in a key strategic role managing and closing service opportunities for existing clients
- Support the North American Financial Services Private Capital Markets (PCM) Account Management team in driving account growth through existing clients utilizing business expertise.
- Provide the North American Financial Services Private Capital Markets (PCM) Account Management Account Management 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 North American Financial Services Private Capital Markets (PCM) Account Management 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 North American Financial Services Private Capital Markets (PCM) 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:
- 3-5 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
What you’ll gain at Intapp:
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.
- 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
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. 
