VP of Financial Services Sales leading Client Development Directors to expand enterprise client relationships at Intapp. Driving strategy and execution in the financial services sector.
Responsibilities
Own new client acquisition strategy across top-tier financial services institutions (e.g., investment banks and adjacent segments), driving expansion into net-new logos within the assigned region.
Manage and grow a set of key strategic enterprise accounts, with responsibility for retaining existing ACV and expanding the overall commercial relationship alongside driving net-new pursuits.
Lead, coach, and develop a team of Client Development Directors across both pursuits (new logo) and growth (expansion) motions, fostering a high-performance, accountability-driven culture.
Build and maintain a robust, team-wide pipeline of enterprise opportunities, ensuring strong coverage, deal quality, and progression against revenue targets.
Drive disciplined sales execution, including pipeline inspection, forecast accuracy, and deal governance across complex, multi-stakeholder sales cycles.
Personally engage in and quarterback the most strategic pursuits—building senior stakeholder relationships and advancing high-value opportunities.
Coach the team on navigating client buying behavior and tailoring a consultative, value-based sales approach.
Ensure clear articulation of Intapp’s differentiated value, connecting product capabilities to client-specific business outcomes and ROI.
Lead executive-level negotiations, removing obstacles and driving alignment to close complex deals.
Requirements
15+ years of experience in enterprise software sales, with a demonstrated track record of both winning net-new logos (pursuits) and expanding strategic accounts (growth) in complex, value-based environments.
Proven experience selling into top-tier financial services institutions (e.g., investment banking, private capital markets), ideally within financial technology or vertical SaaS.
Prior experience leading and developing high-performing sales teams across both new business and expansion motions, including coaching on complex deal strategy, account planning, and executive engagement.
Deep understanding of enterprise sales cycles, including navigating multi-stakeholder buying groups, long sales cycles, and large deal sizes ($1M+), across both initial land and subsequent expand motions.
Strong executive presence with the ability to engage and influence senior stakeholders (C-suite and line-of-business leaders), building long-term relationships that drive both initial adoption and continued account growth.
Demonstrated ability to build and manage pipeline at scale across both pursuits and growth opportunities, drive forecast accuracy, and consistently achieve or exceed revenue targets.
Strong operating cadence, including experience running forecast calls, pipeline reviews, and sales inspections within a structured enterprise sales environment.
Background as a senior enterprise seller with the ability and willingness to engage directly in key pursuits when needed (“player-coach” mindset).
Highly driven, entrepreneurial mindset with strong ownership, intellectual curiosity, and a bias toward action in ambiguous, high-growth environments.
Excellent communication, storytelling, and presentation skills, with the ability to clearly articulate complex value propositions and business outcomes.
Benefits
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.
Senior Financial Analyst managing Program Cost Controls at aerospace and defense leader Raytheon. Analyzing program performance and ensuring compliance with EAC policies.
Senior Finance Manager leading FP&A and finance operations at RTX with a focus on team development and process improvement. Collaborating with senior leadership on key financial strategies.
Senior Financial Planner delivering comprehensive financial planning for high - net - worth clients. Overseeing a team of financial planners and developing personalized financial strategies.
Director of Software Engineering leading strategic initiatives in Finance and Corporate Technology. Overseeing development and inspiring collaboration within high performing teams focused on delivering business objectives.
Analyst in Corporate & Investment Banking at BBVA supporting client engagement and strategic transaction execution. Opportunity to build a solid foundation in investment banking with exposure to high - profile corporates.
Analyst in corporate and investment banking at BBVA's Industry Coverage team. Supporting senior bankers with client engagement and transaction execution in dynamic sectors.
Strategic Finance Associate role at Verse Medical focused on building systems and generating insights for healthcare solutions. Collaborate with executive teams to inform critical business decisions.
Intern in Finance & Controlling at GreenPocket GmbH, a startup focused on smart energy management. Involves financial analysis and reporting tasks in a dynamic environment.
Financial Analyst overseeing fundraising relationship with ECHO and ensuring compliance with financial reporting. Collaborating with internal teams and maintaining integrity of financial systems.