Client Development Associate Intern – Financial Services 

Location: Hybrid - NYC  

Intapp is looking to hire a professional Client Development Associate (CDA) who can convert prospects into sales opportunities, manage initial stages of the sales process, be proactive to further build pipeline for the Intapp sales team, and use CRM and marketing automation systems to report on lead velocity and pipeline creation. 

What you’ll contribute: 

Work closely with the sales team to identify prospects with the greatest revenue potential 

Develop and implement targeted marketing campaigns to generate engagement with “high potential” prospects 

Working on data cleansing, account mapping and research 

Qualify marketing leads through initial discovery conversations with the aim to convert into opportunities. 

Identify prospects with the greatest revenue potential 

Drive attendance and conduct follow up for all events Intapp attends or sponsors (e.g. trade show) or produces (e.g. webinar, thought leadership event, commingling customer/prospect events). 

Regularly report on quantity, velocity and conversion of marketing leads and sales opportunities 
   

What you’ll need: 

An interest in B2B sales or marketing  

An interest in the financial services sector 

Ability to develop a professional rapport and collaborate effectively with sales and marketing teams. 

Possess excellent oral and written communications, including the ability to effectively present information to top management and executives (internally and externally) as required. 

Ability to multi-task and manage multiple priorities. 

Ability to work under pressure, meet deadlines and make decisions with minimal supervision. 

What you'll get: 

Challenging and rewarding work 

Industry knowledge of the private capital markets 

Exposure to managing a sales pipeline and using a CRM at a SaaS company 

Exposure to lead generation marketing 

An incredible team of smart and mission-driven people to work with 

Flexible hybrid working environment 

Exposure to working at a growing public company 

What to Expect:  

Our Summer 2025 Internship Program begins June 2, 2025, and is projected to end between August 8th and 22nd, 2025.  

Your professional growth and development will be supported throughout the internship program via project work related to your academic and professional interests, mentorship, and engaging events with other interns and company leadership.  

Our internship is hybrid, and interns will be expected in the office at least 3 days a week to get the full experience of the Intapp culture and networking opportunities. 

Please visit Intapp Summer Internship to hear from our former interns about their internship experiences and check out Working at Intapp to learn more about what we value and why Intapp is a wonderful place to start your career! 

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.