Global Client Executive – Private Capital & Investment Banking, Majors

Intapp is building a new Majors organization focused on deepening and expanding our relationships with the world's leading Private Capital and Investment Banking firms. We're looking for an accomplished enterprise seller to personally own and materially grow a select portfolio of our largest and most strategic clients.

This is a ground-floor opportunity to help shape how Intapp approaches its most important accounts while working alongside a senior team focused exclusively on strategic client growth. You'll own the commercial strategy for your clients—building relationships at the highest levels, developing a point of view on where Intapp can create greater business value, identifying significant white-space opportunities, and leading complex enterprise sales opportunities from strategy through close.

You'll be building from a position of strength. Intapp already has deep relationships and credibility across Private Capital and Investment Banking. The opportunity is to take those relationships significantly further as we expand our platform and bring differentiated AI capabilities, including Celeste, to market.

We're looking for someone who has done this before—someone who has personally owned some of their company's largest enterprise relationships, earned credibility in the boardroom, influenced client technology and business strategy, orchestrated their organization around the client, and materially grown those accounts.

What You Will Do

Own your accounts. Take direct commercial responsibility for a select portfolio of Intapp's largest Private Capital and Investment Banking relationships, with accountability for expansion, retention, and long-term revenue growth.

Build the growth strategy. Develop multi-year strategic account plans that identify white space, executive relationships, competitive exposure, new use cases, and significant opportunities to expand Intapp's footprint.

Operate at the executive level. Build trusted relationships with Managing Partners, CEOs, CIOs, CFOs, COOs, and other senior leaders, bringing a point of view that can influence business and technology decisions.

Create opportunity—not just respond to it. Proactively uncover client challenges and strategic priorities, connect them to Intapp's capabilities, and create complex enterprise opportunities that may not already exist.

Lead the sale. Personally own high-value, multi-stakeholder sales cycles from opportunity creation and business case development through executive alignment, negotiation, and close.

Orchestrate Intapp around the client. Bring together Product, Client Success, Solutions Consulting, Professional Services, and executive leadership to deliver a unified strategy around each major relationship.

Expand the platform relationship. Connect capabilities across DealCloud, Risk & Compliance, Celeste, and the broader Intapp platform to client priorities and measurable business outcomes.

Lead the AI conversation. Engage senior executives on how AI is changing Private Capital and Investment Banking, bringing a credible perspective on where agentic AI can transform workflows, productivity, relationship intelligence, and decision-making.

Deliver growth. Build and convert a substantial expansion pipeline, maintain rigorous opportunity and forecast discipline, and consistently deliver against ambitious revenue targets.

What You Will Need

A demonstrated track record of personally owning and materially growing large, complex enterprise relationships within Private Capital, Investment Banking, financial technology, data, enterprise SaaS, or closely adjacent markets.

Experience carrying significant revenue responsibility and consistently creating, developing, and closing complex enterprise expansion opportunities.

Deep understanding of Private Capital and/or Investment Banking, including how firms operate, make technology decisions, and evaluate strategic investments.

Boardroom-level presence and persuasion—the ability to establish credibility quickly, challenge senior executives constructively, bring a compelling point of view, and influence consequential decisions.

Evidence that you can move beyond product selling to understand a client's business, identify where technology can create value, and turn that insight into significant commercial opportunity.

Experience navigating complex global organizations, building multi-threaded executive relationships, and creating consensus across numerous stakeholders.

The ability to mobilize and lead internal resources without direct authority, bringing the right people together around a clear client strategy.

Commercial fluency around AI and its implications for Private Capital and Investment Banking. You don't need to be a technologist, but you should be capable of leading credible conversations with senior executives about how AI can change the way their firms operate.

A combination of strategic thinking and sales execution—you can build a three-year vision for an account and still personally drive the opportunity required to deliver this quarter's number.

What you will gain:

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.

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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 au