Global Client Executive – Private Capital & Investment Banking, Majors

Overview

In this role you will own and grow a select portfolio of Intapp’s largest Private Capital and Investment Banking relationships. You will craft multi-year growth plans, engage senior executives, and lead complex enterprise sales from strategy to close. The position sits at the forefront of Intapp’s Majors organization, expanding platform adoption and AI capabilities like Celeste.

You will work cross-functionally to align product, services, and leadership around client priorities, delivering measurable business impact.

• professional development opportunities and reimbursement for training
• modern open offices and collaborative environment
• complimentary lunches and stocked kitchens
• wellness programs and flexible time off
• family-formation benefits and support for family-building
• paid volunteer time off and donation matching

• Own a portfolio of top client relationships with accountability for expansion, retention, and long-term revenue growth
• Develop multi-year strategic account plans identifying white space, executive relationships, and new use cases
• Engage with senior leaders (Managing Partners, CEOs, CIOs, CFOs, COOs) to influence business and technology decisions
• Proactively uncover client challenges and connect them to Intapp capabilities to create new enterprise opportunities
• Lead high-value, multi-stakeholder sales cycles from opportunity creation to close
• Coordinate across Product, Client Success, Solutions Consulting, and Services to deliver a unified client strategy
• Expand platform adoption by connecting DealCloud, Risk & Compliance, Celeste, and other Intapp capabilities
• Lead AI conversations with senior executives about how AI can transform workflows and decision-making
• Build and manage a substantial expansion pipeline with rigorous forecasting to hit revenue targets

• Track record of personally owning and growing large, complex enterprise relationships in relevant markets
• Experience driving revenue and closing complex enterprise expansion opportunities
• Deep understanding of Private Capital and/or Investment Banking and technology decision-making
• Boardroom-level presence and ability to influence senior executives
• Ability to translate client business needs into commercial opportunities
• Experience navigating large global organizations and aligning multiple stakeholders
• Ability to mobilize internal resources toward a client strategy
• Commercial fluency around AI and its implications for target industries
• Strategic thinking with sales execution to deliver multi-year growth while meeting quarterly targets

• Executive-level communication
• Strategic influence and persuasion
• Cross-functional collaboration
• Enterprise SaaS
• AI in financial services (agentic AI)
• Cross-functional program leadership