Vice President, Financial Services Sales
About the role
The VP of Financial Services Sales will lead a team of Client Development Directors responsible for developing new relationships and expanding existing partnerships across top-tier financial services clients. This role involves owning strategy and execution for a high-impact segment, partnering closely with executive leadership to drive enterprise sales into sophisticated institutions.
Responsibilities
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.
Requirements
15+ years of experience in enterprise software sales, with a demonstrated track record of both winning net-new logos and expanding strategic accounts 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).
Hightly driven, entrepreneurial mindset with strong ownership, intellectual curiosity, and a bias toward action in ambiguous, high-growth environments.
Excellent communication, storytelling, and presentation skills, with the ability to clearly articulate complex value propositions and business outcomes.
Qualifications
BS/BA degree in Business Administration, Marketing, Finance, or related field.
Experience in a similar role within a financial services or technology company.
Ability to travel up to 20%.
Skills
Strategic thinking and execution.
Client relationship management.
Team leadership and development.
Complex sales cycle management.
Executive-level negotiation and relationship building.
Financial analysis and forecasting.
Benefits
At Intapp, you'll enjoy a supportive and collaborative work environment, with opportunities for professional growth and well-being. We offer competitive compensation, comprehensive benefits, and a commitment to diversity, equity, and inclusion.
Pay
Competitive salary commensurate with experience.
Schedule
Full-time position with flexible working arrangements.