Client Development Associate

Overview In this role you will convert prospects into sales opportunities and manage early-stage sales activities. You will collaborate with Marketing and Sales to grow the pipeline, report on lead velocity, and keep CRM data accurate. You’ll understand Intapp products and ROI to guide conversations, follow up on inbound leads, and support campaigns and events. This is a cross-functional position focused on expanding opportunities and improving targeting within a professional services market. Compensation / Benefitsprofessional development reimbursementmodern open officescomplimentary luncheswellness program and flexible time offfamily-formation benefitspaid volunteer time off and donation matching ResponsibilitiesUnderstand Intapp products, value proposition, ROI analysis, use cases, and benefits to conduct sales conversationsAdvance early-stage opportunities (secure meetings, attend events, web demos)Follow up on all inbound and marketing-generated leadsImprove CRM contact and target data through industry research, desk-research, and prospect outreachDrive CRM usage to access information, create reports, and keep opportunities, contacts, and target data up to dateAssist in executing campaigns and events (targeting, sign-ups, logistics, participation)Act as liaison between field reps and sales/marketing support to secure inputs for advancing sales on time Key requirementsDemonstrated sales or marketing experience in technology, preferably with legal/accounting/consulting exposure and a track record of achieving goalsExcellent written and verbal communication, including interaction with C-level buyersStrong team player with regional achievement focusWell organized, detail-oriented, self-startingWillingness to learn about the market and customersProficient with Microsoft Office (Word, Excel, Outlook, PowerPoint) and CRM updatesExperience in legal/accounting or consulting firms would be a big bonusExcellent communicationTeam playerOrganized and detail-orientedCRM updatesMicrosoft WordMicrosoft Excel