Client Development Associate

Intapp
New York, NY
Job Description
Role Overview

We are looking to hire a professional Client Development Associate who can convert prospects into sales opportunities, manage initial stages of the sales process, and use CRM and marketing automation systems to report on lead velocity and pipeline creation. The Client Development Associate will work as part of the Marketing Team and close with the Sales Team to assist in managing sales activity & pipeline, hunting for new client opportunities, and improving the quality of targeting and lead-generation data in our CRM database.

What You Will Do

Build and advance pipeline by converting inbound and marketing-generated leads into qualified opportunities — securing meetings, demos, and event engagements that move deals forward. Develop a working command of Intapp's products, value propositions, and client use cases so you can hold credible, consultative conversations with senior buyers from day one. Strengthen the quality and depth of CRM data through targeted research, industry monitoring, and direct outreach — keeping contacts, firmographics, and opportunity records accurate and actionable.

Why It Might Be a Fit

Proven sales or marketing experience in a technology environment, with a track record of hitting goals — experience in legal, accounting, consulting, or private capital markets is a strong advantage. Clear, confident communicator — you can write and speak with the credibility required to engage C-level buyers at professional firms.

Requirements

  • Proven sales or marketing experience in a technology environment
  • Experience in legal, accounting, consulting, or private capital markets
  • Clear, confident communicator
  • Fluency with CRM systems and Microsoft Office
  • Highly organized and self-directed

Benefits

  • Comprehensive wellness program
  • Flexible time off programs
  • Family-formation benefits
  • Paid volunteer time off
  • Donation matching program
  • Complimentary lunches and fully stocked kitchens
  • Reimbursement for training and continuing education
  • Base pay range $50,000/yr - $55,000/yr
  • Variable compensation
  • Equity
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