Services Sales Lead, DealCloud for Legal & Accounting/Consulting

Essential Functions: 

• Act as DealCloud Services Sales expert and the primary DealCloud services sales partner for the Legal and A&C Services Segment leads and Managing Directors. Play a key strategic role managing and closing services opportunities for new or existing clients. 

• Support Legal and A&C Services Segment leads in driving account growth through existing clients utilizing DealCloud business expertise. 

• Provide Legal and A&C Services Segment Leads and Managing Directors support to deliver mutual benefit for the customer and Intapp. Support will include SOW/Order Form development and SOW/Order Form negotiation.  

• Achieve our DealCloud services bookings growth targets within the Legal and A&C industries. Help the Managing Directors to achieve their DealCloud related ACV targets. 

• As needed, work with geographically aligned Services Segment leads to provide delivery governance for upsell opportunities across the Legal and A&C client base, ensuring timely guidance, support, and direction which meets or exceeds customer expectations. Eliminate blockers and mitigate risk. 

• Partner with the geographically assigned Services Segment lead to help clients/prospects understand their DealCloud-related strategic objectives, use cases and product solution architecture. 

• Serve as a customer escalation point for key/strategic DealCloud Legal and A&C services engagements sold by Legal and A&C Services Segment Leads or Managing Directors. 

• Accountable for Legal and A&C DealCloud services financial goals and metrics related to bookings. 

• Support the achievement of operational metrics, such as time-to-value, client satisfaction targets as measured by our post-engagement NPS survey, and client retention. 

• Help develop Services capabilities for repeatable offerings development to increase sales efficiency. 

• Build strong relationships with clients and stakeholders (internal and external). 

• Provide regular feedback to the Professional Services PMO to guide future methodology and Services. 

Required Experience & Skills 

• 2-4 years of experience minimum in Professional Services supporting strategic services sales growth and primary accountability for client services delivery. 

• 1-2 years minimum DealCloud implementation related experience. 

• Bachelor's degree in management information systems, Business Administration, or equivalent relevant experience. 

• Solid track record in strategic selling, delivering, and managing a portfolio of clients and projects. 

• Proven ability to advance conceptual ideas and engage multiple stakeholders, internal and clients, to decision points. 

• Experience or expertise in the Legal or Accounting/Consulting industries. 

• Extensive knowledge and experience of end-to-end services delivery and associated core phases: Initiation, Planning, Testing, Rollout and Closure. 

• Strong internal networking skills with experience of removing internal barriers between teams to enable them to complete their objectives. 

• Superior written and verbal communications skills, including the ability to listen carefully and to communicate effectively within a diverse environment. 

• Comfortable working in a dynamic and fast paced environment. 

• Resourceful, results-oriented, and highly energetic. 

• Initiative-taker and proven collaborator. 

• Skills in negotiating, influencing, and conflict resolution. 

Preferred Experience & Skills 

• 4-7 years prior Professional Services sales background in an enterprise software company. 

• Proven experience leading teams to deliver against key performance indicators. 

• Demonstrated success in Professional Services delivery roles (functional, technical, or project management) delivering complex client projects within an enterprise software company. 

• Master’s degree. 

• Experience with DealCloud or Intapp technologies. 

What you'll gain at Intapp:

In return for your passion, commitment, and collaborative approach, we offer:

• Competitive base salary plus variable compensation and equity

• A flexible work environment

• Generous paid parental leave, including adoptive leave

• Traditional comprehensive benefits, plus:

  • Flexible Paid Time Off

  • Family Formation benefit offered by Carrot

  • Wellness programs and benefits provided by Modern Health

  • Tuition Reimbursement Program

  • P