Vice President, Financial Services Sales

Vice President, Financial Services Sales Intapp is seeking a VP of Financial Services Sales to lead a team of Client Development Directors responsible for developing new relationships (pursuits) and expanding existing partnerships (growth) across top-tier financial services  this role, you will own strategy and execution for a high-impact segment, partnering closely with executive leadership to drive enterprise sales into some of the most sophisticated institutions in the market.

The team is responsible for complex, multi-stakeholder sales cycles with long-term, strategic value creation.

This is a unique opportunity to shape the trajectory of Intapp’s Financial Services business, leveraging a differentiated vertical SaaS platform and strong market momentum, including continued investment in AI-driven solutions.

You’ll play a critical role in coaching and developing talent, driving pipeline generation and forecast accuracy, and shaping go-to-market strategy within the financial services vertical. This is an opportunity to lead from the front, engaging directly with senior client stakeholders while building and scaling a high-performing team.

What you’ll do:

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.

What you’ll need:

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…