Client Development Director (Account Executive - Pursuits), Investment Banking

About this role

Intapp is looking to hire a highly consultative Client Development Director (Account Executive) to join its team. This individual should be a proven and polished C-level solution seller. It is imperative that the candidate be viewed by customers as a credible executive-level advisor and consultant as well as a business development executive.


Intapp is revolutionizing the investment banking and private capital markets around the world with data, transparency, great product and sophisticated service. We’ve already made huge strides, but we’re just getting started. The target market for Intapp is Investment Banking, Private Equity, Direct Lending, Real Estate, Venture/Growth, FOF, Institutional Investors, and Corporate Development arms of the Fortune 1000.


What you’ll do:

- Drive new client acquisition by targeting investment banks and related segments in the assigned region/market, with a focus on expanding Intapp’s footprint into net-new accounts.
- Proactively identify and qualify prospects through targeted networking, internal SDR support, regional leadership initiatives, and outbound efforts (calls, emails, events).
- Develop and maintain a strong pipeline of new business opportunities valued at $1M+, ensuring consistent coverage of growth targets.
- Understand prospect buying behavior and tailor the Intapp sales process to guide prospects toward decision-making.
- Engage senior stakeholders across new accounts, building organizational alignment and demonstrating Intapp’s differentiated value.
- Uncover key drivers of value for prospects and clearly articulate how Intapp solves their business needs.
- Facilitate prospect discovery sessions and relationship-building through in-person meetings, social touchpoints, and professional engagements.
- Leverage Intapp resources (services, training, support, product) to build credibility and position new prospects for long-term success.
- Develop, deliver, and present proposals that clearly define value ...