Software Sales Executive

About Intapp

Intapp is a governed AI platform tailored for professional firms in highly regulated sectors, including accounting, consulting, investment banking, legal, private capital, and real assets. The platform supports specialized workflows and compliance demands, collaborating with leading global firms to fuel growth, ensure compliance, and drive profitability.

Role Overview

We are looking for a Software Sales Executive (Associate Client Development Director) focused on serving Investment Banking and Private Capital Market clients. The role demands a solid grasp of the market and client environments, facilitating sales engagement with Investment Professionals, IT, Finance, Risk, and Business Development leaders.

Responsibilities

• Manage your personal sales pipeline and achieve individual targets while contributing to overall team objectives within Investment Banking, ensuring value delivery from your designated region and market.
• Develop and qualify new sales prospects through networking, proactive communication, leveraging sales development teams, and nurturing existing client relationships, maintaining a pipeline exceeding $1 million in opportunities.
• Navigate intricate sales processes involving multiple stakeholders by understanding buyer behaviors, tailoring sales approaches to facilitate decision-making, and leading executive-level negotiations.
• Oversee the creation, delivery, and presentation of proposals and maintain precise sales reporting throughout the sales cycle.
• Address escalations, propose innovative ideas, and implement changes to enhance team effectiveness and efficiency.

Requirements

• Minimum of 5 years in sales management with a consultative, value-driven selling approach, demonstrated success in surpassing sales goals, and experience steering high-performing teams.
• Professional background in banking, expert networks, consulting, accounting, or financial technology with specific experience related to Investment Banking and Private Capital Markets.
• Expertise in investment banks, venture capital, private lending, or akin sectors, preferably through selling enterprise software or direct involvement in private equity or investment banking.
• Proven ability to engage clients via a structured, value-based sales method capable of handling complex multi-stakeholder purchasing scenarios.
• Highly self-driven and entrepreneurial with outstanding communication and presentation capabilities, strong sense of ownership, inquisitiveness, and target-focused mindset.

Benefits and Culture

• Opportunities for professional development and skill enhancement, including reimbursement for training and continuing education.
• A modern office environment designed for creativity and collaboration, featuring free lunches and stocked kitchens to support daily energy needs.
• Comprehensive wellness programs, flexible leave policies, family-formation benefits, paid volunteer time off, and a donation matching scheme to support causes you care about.

Equal Opportunity and Application Notice

Intapp is committed to equal employment opportunities, prohibiting discrimination based on numerous personal characteristics. The hiring process involves direct recruitment contact and a structured interview sequence. Candidates are warned against scams and advised that official communications come only from authentic Intapp email domains.