Account Manager managing mid - market investment banking accounts and driving value from Intapp solutions. Collaborating with sales and product teams for client success and expansion.
About the role
- Account Manager handling relationships with 80 customers at a SaaS startup. Driving customer success and product adoption in a high-growth environment.
Responsibilities
- Manage the full customer lifecycle from onboarding through renewal and expansion.
- Serve as the primary point of contact for a portfolio of ~80 accounts.
- Drive activation, adoption, and ongoing customer success across all assigned accounts.
- Identify upsell and expansion opportunities and lead commercial conversations.
- Build strong relationships with investment teams and understand their workflows and needs.
- Partner cross-functionally with product and engineering teams to relay customer insights.
- Refine internal processes and share best practices across the broader team.
- Maintain accurate forecasting and account health metrics.
Requirements
- Bachelor’s degree in business, sales, marketing, or a related field.
- Minimum 2+ years of experience managing customer relationships, ideally in SaaS or data-driven environments.
- Strong communication skills and the ability to work with technical and non-technical stakeholders.
- High technical acumen and ability to learn software products quickly.
- Proven ability to operate in fast-paced, ambiguous environments with a “roll up your sleeves” mentality.
- Excitement to work **in person 4+ days per week** at the New York (Flatiron) office.
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