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What you'll do:
- Assist segment team members in ongoing maintenance and update of critical client and opportunity data.
- Become expert in Intapp’s contracts and entitlements system and processes. Provide guidance to sales team on account & contract complexity and Intapp Deal Standards for all active opportunities.
- Ensure on-going tracking of all deal elements that may have revenue recognition implications. Act as segment representative to Contracts and Revenue teams to ensure on-going visibility.
- Assist segment sales team in the creation and maintenance of their Deals in CRM. Act as resource to request new agreements from Contracts. Play a client advocacy role by collaborating with Contracts to resolve questions/issues and ensure expeditious processing of new requests.
- Assist segment team in deal execution by coordinating internal stakeholders to discuss, review, or approve non-standard deals as needed.
- Facilitate pre-closure deal audits
- Perform on-going data audits to continuously validate critical system information on clients and transactions.
- Assist in a wide range of support tasks, utilizing strong organizational and analytical skills, under the supervision of CRM, Contract and Legal Operations leaders
- Contribute as a team player to help maximize the value of the CRM team as an effective, respected, and valued resource within the company
- Provide on-boarding and refresh training on internal processes and systems to Sales team members in your segment.
What you will need:
- 3+ years in Contract or Sales Operations in SaaS company
- Demonstrated attention to detail, ability to prioritize and manage time, and to successfully complete challenging projects
- Proficient in MS Excel
- Strong report creation skills
- Proven experience providing excellent operational support to client-facing organizations.
- Strong financial and business acumen with a client service mentality
- Strong analytical skills. Ability to collect and analyze input from multiple sources
- Strong time management skills; ability to multi-task and prioritize
- Superior verbal and written communication skills, including the ability to listen carefully, influence and network with a broad spectrum of internal and external colleagues and customers
- Self-starter, reliable, honest and a proven team player
- Resourceful problem solver, driven by results and comfortable working in a dynamic environment
What you will gain at Intapp:
Our culture at Intapp emphasizes accountability, responsibility, and growth. We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We’re committed to creating a modern work environment that’s connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:
- Competitive base salary plus variable compensation and equity
- Generous paid parental leave, including adoptive leave
- Traditional comprehensive benefits, plus:
- Generous Paid Time Off
- Tuition reimbursement plan
- Family Formation benefit offered by Carrot
- Wellness programs and benefits provided by Modern Health
- Paid volunteer time off and donation matching for the causes you care about
- Opportunities for personal growth and professional development supported by a community of talented professionals
- An open, collaborative environment where your background and contributions are valued
- Experience at a growing public company where you can make an impact and achieve your goals
- Open offices and kitchens stocked with beverages and snacks
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Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. All offers are contingent upon passing a criminal history and other background checks if applicable to the position.
Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.
