Segment Lead, Financial Services EMEA
3 weeks ago
Services Segment Lead
Financial Services Software
London
Essential Functions:
Act as Services Segment Lead and primary partner for the EMEA Financial Services Account Management and New Sales teams, in a key strategic role managing and closing service opportunities for existing clientsSupport EMEA Financial Services Account Management and New Sales teams in driving account growth through existing clients utilizing business expertise.Provide EMEA Account Management and New Sales team support to include SOW/Order Form development and SOW/Order Form negotiation to deliver mutual benefit for the customer and Financial Services.Achieve our business growth bookings target as measured by Annual Contract Value (ACV).Provide delivery governance for upsell opportunities across the EMEA Financial Services client base to ensure timely guidance, support, and direction is given to meet or exceed customer expectations; eliminate blockers and mitigate risk.Services lead for clients/prospects to understand their strategic objectives, use cases and product solution architecture as key learnings to determine services requirements.Serve as the customer escalation point for key/strategic Financial Services segment engagements sold by the FS EMEA Account Management team.Accountable for services financial goals and metrics, including bookings, revenue, gross margin and utilization.Own operational metrics, such as time-to-value, client satisfaction targets as measured by our post-engagement NPS survey and client retention.Help develop Services capabilities for repeatable offerings development to increase sales efficiency.Build strong relationships with clients and stakeholders (internal and external).Provide regular feedback to the Professional Services PMO to guide future methodology and Services development.Required Experience & Skills
2-4 years of experience in Professional Services supporting strategic services sales growth and primary accountability for client services deliveryBachelor’s Degree in Management Information Systems, Business Administration, or equivalent relevant experienceSolid experience and track record in strategic selling, delivering, and managing a portfolio of clients and projectsProven ability to advance conceptual ideas and engage multiple stakeholders, internal and clients, to decision pointsExperience or expertise in the Private Capital Markets IndustryExtensive knowledge and experience of end-to-end services delivery and associated core phases: Initiation, Planning, Testing, Rollout and ClosureStrong internal networking skills with experience of removing internal barriers between teams to enable them to complete their objectivesSuperior written and verbal communications skills, including the ability to listen carefully and to communicate effectively within a diverse environmentComfortable working in a dynamic and fast paced environmentResourceful, results-oriented, and highly energeticSelf-starter and proven team playerSkills in negotiating, influencing, and conflict resolutionPreferred Experience & Skills
3-6 years prior Professional Services sales background in an enterprise software companyProven experience leading teams to deliver against key performance indicatorsDemonstrated success in Professional Services delivery roles (functional, technical, or project management) delivering complex client projects within an enterprise software companyMaster’s degreeExperience with DealCloud or Intapp technologiesWhat 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 equityGenerous paid parental leave, including adoptive leaveTraditional comprehensive benefits, plus:Generous Paid Time OffTuition reimbursement planFamily Formation benefit offered by CarrotWellness programs and benefits provided by Modern HealthPaid volunteer time off and donation matching for the causes you care aboutHome office stipendOpportunities for personal growth and professional development supported by a community of talented professionalsAn open, collaborative environment where your background and contributions are valuedExperience at a growing public company where you can make an impact and achieve your goalsOpen offices and kitchens stocked with beverages and snacks#li-nl1
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 . 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.
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