Client Development Associate

Overview

As a Client Development Associate at Intapp, you will help convert prospects into sales opportunities and nurture early-stage deals. You’ll work with the Marketing and Sales teams to expand the pipeline and report on lead velocity using CRM and marketing tools. You’ll engage with C-level buyers, support campaigns and events, and improve data quality to drive targeting. This role sits at the intersection of marketing execution and sales enablement, contributing to a high-growth, collaborative culture.

Pay / Benefits

• professional development reimbursements
• modern open offices
• complimentary lunches
• wellness and flexible time off
• family-formation benefits
• volunteer time off and donation matching

Responsibilities

• Convert prospects into opportunities and advance early-stage deals
• Follow up on inbound and marketing-generated leads
• Improve CRM data quality and target identification through research
• Utilize CRM to access information, generate reports, and keep opportunities and contacts up to date
• Assist in campaigns and events including target identification and logistics
• Serve as liaison between field reps and sales/marketing support to secure inputs for advancing sales

Key requirements

• Demonstrated sales or marketing experience in technology, preferably with legal or accounting/consulting exposure
• Excellent written and verbal communication with C-level buyers
• Strong team orientation and track record of regional achievement
• Well-organized, detail-oriented, self-starting
• Willingness to learn about the market and customers
• Proficient with Microsoft Office (Word, Excel, Outlook, PowerPoint) and CRM updates
• Experience with legal/accounting or consulting firms is a plus

• communication
• team-oriented
• detail-oriented
• self-starting
• CRM updates
• Microsoft Office

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