{"id":4043369,"url":"https://alion.io/job/intapp-account-manager-upper-middle-market","title":"Account Manager - Upper Middle Market","company":{"id":1820638,"name":"Intapp","domain":"intapp.com","url":"https://alion.io/company/intapp","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Marketing","role_family":"Marketing","seniority":"middle","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Charlotte, United States","New York, United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-10T22:57:36Z","employer_posted_date":"2026-11-10","last_verified_at":"2026-11-12T23:56:12Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"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.\nYou'll work closely with Sales, Product, Services, and Customer Success to deliver seamless client experiences and drive measurable expansion across your book of business.\nWhat you'll do:\nManage and grow a dedicated portfolio of mid-market private capital and investment banking accounts, with a focus on retention and expansion of Intapp solutions\n\nBuild and deepen relationships with senior leaders and executive sponsors at client firms\n\nDevelop and execute strategic account plans that convert opportunity into measurable growth\n\nLead quarterly business reviews and client check-ins to align on outcomes and priorities\n\nMonitor client health and act proactively to resolve friction, partnering with internal teams to deliver seamless client experiences\n\nWhat you'll need:\n5+ years in account management at a SaaS, technology, or subscription business, with a track record of growing and retaining client relationships\n\nFamiliarity with private capital or broader financial services markets, preferably investment banking\n\nProven ability to close expansion deals or drive renewals at the executive level\n\nStrong communicator with a bias for ownership, follow-through, and cross-functional collaboration\n\nCRM experience and willingness to travel and present to clients as needed\n\nWhat you will gain:\nAt 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.\nHere, you will have the opportunity to:\nExpand 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.\n\nEnjoy 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.\n\nSupport 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.\n\nJoin 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.\nIntapp 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.\nPlease 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 authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.","description_format":"text","description_chars":4575,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Flexible time off","Professional development"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["CRM Software","RegTech, AML & Compliance","Legal Software"],"lifecycle":[{"event":"open","at":"2026-11-10T22:57:36Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":1,"expected_fill_days":34,"reasons":["conf:2","velocity","win:early"],"computed_at":"2026-11-12T10:38:37Z"},"pay":null,"html_url":"https://alion.io/job/intapp-account-manager-upper-middle-market","json_url":"https://alion.io/job/intapp-account-manager-upper-middle-market.json","meta":{"generated_at":"2026-11-13T06:37:35Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":13873,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1820638},"rest":"https://alion.io/mcp/rest/get_company?id=1820638"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fintapp-account-manager-upper-middle-market"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fintapp-account-manager-upper-middle-market"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fintapp-account-manager-upper-middle-market"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/intapp-account-manager-upper-middle-market\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fintapp-account-manager-upper-middle-market"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4043369}},{"tool":"search_jobs","arguments":{"company":"intapp.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4043369},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}