Account Manager - Upper Middle Market

Job description

Private capital firms and investment banks run on relationships, data, and trust — and they need software partners who understand that. As an Account Manager at Intapp covering mid-market investment banking accounts, you'll own a portfolio of clients, serve as their trusted advisor, and help them get more value from Intapp solutions over time. You'll work closely with Sales, Product, Services, and Customer Success to deliver seamless client experiences and drive measurable expansion across your book of business. What you'll do: Manage and grow a dedicated portfolio of mid-market private capital and investment banking accounts, with a focus on retention and expansion of Intapp solutions 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, partnering with internal teams to deliver seamless client experiences What you'll need: 5+ years in account management at a SaaS, technology, or subscription business, wit...