Client Development Associate

About the role

We are looking to hire a professional Client Development Associate (CDA) who can convert prospects into sales opportunities, manage initial stages of the sales process, be proactive to further build pipeline for the Intapp sales team, 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.

Responsibilities

• Understand Intapp products, value proposition, ROI analysis, use cases, key questions and benefits of each product to conduct appropriate sales conversations.
• Apply sales and marketing expertise & knowledge to advance early-stage opportunities (.i.e secure meetings, attend events, agree to web demo)
• Follow up on all inbound and marketing-generated leads
• Improve key contact & target identification data in our CRM including scanning industry news sources, desk-research & phone-calling to collect prospect demographics, confirm prospect characteristics, key contacts, and to highlight any compelling events.
• Know how to drive CRM systems effectively & efficiently – to access information, create reports and analyses, and to keep key data (opportunities, key contacts, target data) up to date and accurate for pipeline & accounts.
• Aid in execution of specific campaigns & events – includes identification of suitable targets, secure sign-ups, logistics support and participation.
• Liaison between field reps and the other key sales and marketing support functions to manage these key interactions and ensure the inputs needed to advance sales are secured on time.

Requirements

• Demonstrated sales or marketing experience (in either field or inside-sales) in the technology arena, preferably with experience in the legal or accounting/consulting sectors and with a strong record of achievement against goals
• Excellent communication skills – written & verbal – to communicate with C-level buyers
• Strong team player – the results are measured by regional achievement against goals, not individual achievement
• Well organized & detail-oriented – thorough, tenacious, self-starting
• Good understanding or willingness to learn about our market, and our customers
• Proficient computer skills including Microsoft Office products – Word, Excel, Outlook and PowerPoint – and experience with CRM updates
• Experience working with legal/accounting or consulting firms would be a big bonus

Qualifications

• Exprerience working with legal/accounting or consulting firms would be a big bonus

Skills

• Understanding or willingness to learn about our market, and our customers
• Proficient computer skills including Microsoft Office products – Word, Excel, Outlook and PowerPoint – and experience with CRM updates

Benefits

• Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
• Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
• Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most.
• We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.

Pay

Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included.

Schedule

We are a remote-first company and offer flexible schedules to accommodate your needs.