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.
• Prior experience selling into top-tier financial services institutions (e.g., investment banking, private capital markets), ideally within financial technology or vertical SaaS.
• Proven 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 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

Must have a bachelor's degree and 15+ years of relevant experience in enterprise software sales, with a proven track record of success in complex, value-based environments. Must have experience selling into top-tier financial services institutions and leading high-performing sales teams.

Skills

Strategic thinking, negotiation, leadership, and sales expertise are essential. Must be able to navigate multi-stakeholder buying groups and manage complex, multi-year sales cycles. Strong interpersonal and communication skills are also required.

Benefits

At Intapp, employees enjoy a modern work environment, supportive wellness programs, and competitive benefits. The company offers a range of perks including flexible time off, family-formation benefits, and a generous vacation policy. Employees also have access to professional development opportunities and a supportive community of like-minded professionals.

Pay

Competitive salary and bonus structure based on performance.

Schedule

Full-time position with standard business hours.