At a Glance
- Tasks: Drive sales and build relationships with top investment firms in a dynamic market.
- Company: Join Intapp, a leading AI software company transforming investment banking and private capital markets.
- Benefits: Enjoy competitive pay, wellness programs, flexible time off, and professional development support.
- Other info: Work in modern offices with complimentary lunches and a focus on creativity and teamwork.
- Why this job: Be part of a collaborative culture where your contributions matter and growth is prioritised.
- Qualifications: 8+ years in sales with expertise in investment banking or private capital markets.
The predicted salary is between 60000 - 80000 £ per year.
Intapp is seeking an Enterprise Account Executive (Client Development Director) who will be a sales executive covering our Investment Banking and Private Capital Markets clients. The Sales Executive will have familiarity and a solid degree of market and situational awareness to call on Investment Professionals, IT, Finance, Risk and Business Development leaders. Intapp is revolutionizing the private capital markets around the world with data, transparency, great product and sophisticated service.
The target market for Intapp is the dynamic and growing Private Capital Market (Private Equity, Direct Lending, Real Estate, Venture/Growth, FOF and Institutional Investors, Investment Banks and Corporate Development arms of the Fortune 1000).
What you'll do:- Own your individual sales funnel and targets while contributing to the team's broader goals across Investment Banking, with accountability for driving expected value from your target region and market.
- Identify and qualify new prospects through targeted networking, phone and email prospecting, internal Sales Development resources, and existing client relationships — continually building a sustained pipeline exceeding $1M in opportunity.
- Navigate complex, multi-stakeholder sales cycles by understanding prospect buying behavior, orienting the sales process to drive decisions, and leading negotiations at the executive level.
- Coordinate the development, delivery, and presentation of proposals while managing accurate and up-to-date sales reporting throughout the cycle.
- Handle escalations, surface new ideas, and implement innovations that improve the efficiency and effectiveness of the broader team.
- 8+ years of sales management experience in consultative, value-based selling with a proven track record of exceeding quota and leading high-performing teams.
- Background in banking, expert networks, consulting, accounting, or financial technology — with specific exposure to Investment Banking and Private Capital Markets.
- Domain expertise across investment banks, venture capital, private lenders, or similar institutions, ideally gained through selling enterprise software or working directly within the private equity or investment banking sector.
- Experience engaging clients in a structured, value-based sales process with the ability to navigate complex, multi-stakeholder buying environments.
- Highly motivated and entrepreneurial, with excellent communication and presentation skills, strong ownership instincts, intellectual curiosity, and a confident, goal-oriented approach.
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.
Enterprise Account Executive employer: Intapp
Intapp is an exceptional employer, offering a dynamic work environment in Greater London that fosters creativity and professional growth. With a strong emphasis on employee wellness and development, team members benefit from collaborative projects and opportunities for technical training, making it a rewarding place to advance your career in SharePoint solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Enterprise Account Executive
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Intapp. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Enterprise Account Executive
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Intapp.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Intapp's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Intapp
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Intapp.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Intapp will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Intapp employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
