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Intapp · 2 hours ago

Client Development Director (Account Executive - Pursuits), Investment Banking

New York, United States

Full-time

Hybrid

Mid, Senior Level

$140K/yr - $150K/yr

5+ years exp

Intapp is revolutionizing the investment banking and private capital markets around the world with data and transparency. They are seeking a highly consultative Client Development Director (Account Executive) to drive new client acquisition, engage senior stakeholders, and manage complex negotiations at the executive level.

Business DevelopmentConsultingData IntegrationFinancial ServicesLegalProfessional ServicesRisk ManagementSoftware

Growth Opportunities

Responsibilities

Drive new client acquisition by targeting investment banks and related segments in the assigned region/market, with a focus on expanding Intapp’s footprint into net-new accounts

Proactively identify and qualify prospects through targeted networking, internal SDR support, regional leadership initiatives, and outbound efforts (calls, emails, events)

Develop and maintain a strong pipeline of new business opportunities valued at $1M+, ensuring consistent coverage of growth targets

Understand prospect buying behavior and tailor the Intapp sales process to guide prospects toward decision-making

Engage senior stakeholders across new accounts, building organizational alignment and demonstrating Intapp’s differentiated value

Uncover key drivers of value for prospects and clearly articulate how Intapp solves their business needs

Facilitate prospect discovery sessions and relationship-building through in-person meetings, social touchpoints, and professional engagements

Leverage Intapp resources (services, training, support, product) to build credibility and position new prospects for long-term success

Develop, deliver, and present proposals that clearly define value creation and ROI for new clients

Manage complex negotiations at the executive level, navigating multi-constituent sales processes to drive closure

Achieve $1M+ in new subscription and services bookings annually, with an emphasis on new logo growth

Qualification

Consultative sellingInvestment banking experienceValue-based sales processBusiness developmentClient engagementEntrepreneurial attitudeCommunicationPresentation skillsGoal-oriented

Required

5+ years of experience in consultative, value-based selling with a strong track record of pursuing and winning net-new logos

Individuals likely to excel come from sales roles investment banking or financial technology with a specific focus on investment banking firms

Experience engaging clients in 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