Segment Lead, Accounting & Consulting

Services Segment Lead

Accounting and Consulting sector

London or Charlotte NC.- hybrid

Intapp is an enterprise software house providing industry leading products to the professional and financial services sectors. Nasdaq listed, we have offices across the USA , Europe and Singapore. We have over 2550 clients in the legal, accounting, consulting , banking and private capital market sectors,

What you will do:

• Act as Services Segment Lead primarily in the Accounting & Consulting industry
• Support Financial Services Account Management and New Sales teams in driving account growth through existing clients utilizing business expertise.
• Provide Account Management and New Sales team support to include SOW/Order Form development and SOW/Order Form negotiation to deliver mutual benefit for the customer and Financial Services.
• Achieve our business growth bookings target as measured by Annual Contract Value (ACV).
• Provide delivery governance for upsell opportunities across the Financial Services client base to ensure timely guidance, support, and direction is given to meet or exceed customer expectations; eliminate blockers and mitigate risk.
• Services lead for clients/prospects to understand their strategic objectives, use cases and product solution architecture as key learnings to determine services requirements.
• Serve as the customer escalation point for key/strategic Financial Services segment engagements sold by the FS Account Management team.
• Accountable for services financial goals and metrics, including bookings, revenue, gross margin and utilization.
• Own 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 development.

What you will need:

• 2-4 years of experience in Professional Services supporting strategic services sales growth and primary accountability for client services delivery
• Bachelor’s Degree in Management Information Systems, Business Administration, or equivalent relevant experience
• Solid experience and 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 Private Capital Markets Industry
• 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
• Self-starter and proven team player
• Skills in negotiating, influencing, and conflict resolution

Preferred Experience & Skills

• 3-6 years prior Professional Services sales background in an enterprise software company
• Knowledge of and experience in the Accounting & Consulting industry
• 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 will gain at Intapp:

Our culture at Intapp emphasizes accountability, responsibility, and growth.  We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We’re committed to creating a modern work environment that’s connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:

• Competitive base salary plus variable compensation and equity
• Generous paid parental leave, including adoptive leave
• Traditional comprehensive benefits, plus:
  • Generous Paid Time Off
  • Tuition reimbursement plan
  • Family Formation benefit offered by Carrot
  • Wellness programs and benefits provided by Modern Health
  • Pa