Account Manager - Upper Middle Market

What you’ll do Manage and grow a dedicated portfolio of mid‑market private capital and investment banking accounts, focusing 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 proactively resolve friction, partnering with internal teams. What you’ll need 5+ years in account management at a SaaS, technology, or subscription business, with a track record of growing and retaining client relationships. Familiarity with private capital or broader financial services markets, preferably investment banking. Proven ability to close expansion deals or drive renewals at the executive level. Strong communicator with a bias for ownership, follow‑through, and cross‑functional collaboration. CRM experience and willingness to travel and present to clients as needed. What you will gain Professional development opportunities and reimbursement for training and continuing education. Modern, flexible work environment with support for well‑being and comprehensive wellness programs. Competitive benefits including paid volunteer time off, donation matching, and other family‑focused supports. A culture of collaboration, creativity, and teamwork that values your contributions and supports career growth. Equal Employment Opportunity 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. #J-18808-Ljbffr