Client Development Operations Specialist

Intapp is seeking an Client Development Operations Specialist  to join our team. In this role, you will be responsible for maintaining and optimizing the performance of our Client Development tools, creating process documentation, training the client development team, and overseeing data quality and cleanliness. You will also be responsible for building HubSpot Dashboards, proactively identifying and addressing data issues, and managing and improving our processes.

What You Will Do:

• Support the usage and enablement of Client Development tools such as HubSpot, Gong, Drift, Pitchbook, Preqin, Zoominfo, and LinkedIn.
• Create process documentation that guides the client development team in using the tools effectively.
• Enable the Client Development team on the proper use of Client Development software tools, ensuring adoption and success.
• Assist in HubSpot Dashboard creation for CDAs, managers, and leadership to track performance and progress.
• Investigate data quality and continuously improve on data cleanliness in HubSpot
• Proactively identify and review common data issues that impact speed to lead and take necessary actions to resolve them through CDA issue creation and progression.
• Triage support tickets from the CDA team, addressing and resolving issues in a timely manner.
• Run technology usage reports to track tool utilization and identify opportunities for improvement.

What You Will Need:

• Bachelor's degree in Business Administration, Information Systems, or a related field.
• 2-3 years of experience in a client-facing role, preferably in a SaaS or software technology company.
• Experience with HubSpot or other CRM platforms, as well as data management and analysis tools such as Excel.
• Excellent communication skills, both verbal and written, with the ability to effectively communicate technical information to non-technical stakeholders.
• Strong analytical and problem-solving skills, with the ability to identify and resolve issues quickly and efficiently.
• Experience in process documentation and training, with a focus on creating user-friendly and efficient processes.
• Ability to work independently and collaboratively within a team environment, with a strong sense of ownership and accountability.
• Strong attention to detail and the ability to manage multiple priorities and projects simultaneously.
• Knowledge of marketing and sales processes, including lead generation and lead nurturing, is a plus.

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
  • Paid volunteer time off and donation matching for the causes you care about
  • Home office stipend
• Opportunities for personal growth and professional development supported by a community of talented professionals
• An open, collaborative environment where your background and contributions are valued
• Experience at a growing public company where you can make an impact and achieve your goals
• Open offices and kitchens stocked with beverages and snacks

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Intapp 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. All offers are contingent upon passing a criminal history and other background checks if applicable to the position.

Please 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 wil