Product Marketing Director, Financial Services Solutions

Product Marketing Director, Financial Services Solutions

Location:

Palo Alto, CA or NYC (hybrid preferred); US remote possible

Intapp (NASDAQ: INTA) is the leading AI platform for investment and professional services firms, helping them grow, manage risk, and run profitably. Intapp Deal Cloud is the deal and relationship management foundation for more than 1,200 private capital and investment banking firms, including most of the PEI 300. We recently launched Intapp Celeste, an AI-native agentic platform purpose-built to automate firm workflows while enforcing professional compliance and confidentiality standards.

We now bring these together in a combined offering, Deal Cloud with Celeste, which puts governed, agentic AI to work across the full deal lifecycle, from fundraising and deal sourcing through pipeline management, investor coverage, and exits.

You’ll own the go-to-market for our financial services solutions portfolio, serving private capital markets (PCM) and investment banking and advisory (IB&A) firms. That means standing up the net-new Celeste motion while extending the proven Deal Cloud foundation. Deal Cloud is established, trusted, and deeply embedded in how these firms work; pairing it with new AI ways of working, new packages, and new pricing constructs is how we redefine the CRM category.

Expect the pace and ambiguity of an early-stage motion, backed by the category leader’s distribution, client relationships, and data advantages. This is a Director-level role reporting to the VP of Solutions Marketing, with a team supporting the motion. You’ll work where product strategy, positioning, and field enablement meet, turning platform capability into a repeatable financial services solutions motion, and turning field signal back into sharper positioning, packaging, and product decisions.

Own positioning and messaging for our financial services offering (PCM and IB&A).

Translate platform capabilities into deal-lifecycle value stories across fundraising, deal sourcing, screening, pipeline management, investor coverage, and exits.

Build the competitive story for how Intapp wins.

Take packaging and pricing to market.

Partner with Product, Pricing, and Sales on packages, tiers, and commercial constructs, including usage-based mechanics such as AI credits, with field-ready talk tracks, guardrails, and objection handling that reinforce cost predictability and business value.

Build the seller motion.

Own the qualification frameworks and pre-qualification questions that tell sellers what to sell, to whom, when, and when to bring in specialist teams.

Drive solution-level field assets.

Deliver pitch decks, demo narratives, and competitive positioning from launch through sustained adoption, keep them current as packaging and the market evolve, and support Enablement on field activation.

Run the field feedback loop.

Capture objections, win/loss patterns, and adoption signals from live client conversations, and channel them into positioning, packaging, pricing, and roadmap decisions.

Orchestrate launches end to end.

Own the marketing strategy and readiness across Product, Pricing, Sales, Marketing, and post-sales.

Define and track the metrics that show GTM effectiveness and business impact, then act on what they tell you.

Connect the financial services solutions GTM pod.

Partner with Industry Marketing on narrative and thought leadership, the Celeste platform product marketing lead on cross-industry positioning and commercial model design, and Demand Generation and Enablement on campaigns and training.

Lead the team.

Develop and mentor two to three junior team members supporting Celeste and Deal Cloud across Intapp’s industries, and model what great product marketing looks like in a…