Marketing Director- Financial Services

About the position

Intapp, based in Silicon Valley, is a leader in Vertical AI SaaS solutions, collaborating with the world's top firms globally across accounting, consulting, investment banking, legal, private capital, and real assets. With 20+ years of industry expertise, Intapp's 'Intelligence Applied' approach is transforming how businesses operate and leverages a strategic partnership with Microsoft in delivering industry cloud solutions. The company culture promotes accountability, responsibility, and growth in a diverse, inclusive, and collaborative environment. Since going public in 2021 and trading on the NASDAQ, Intapp has expanded to over 1,200 employees globally with development centers in Palo Alto, Charlotte, Belfast, Berlin and Lisbon. We are seeking a talented financial services marketing professional to join the Marketing team to help lead the next phase of growth for Intapp. The Marketing Director will play a critical role in developing and executing marketing strategies tailored to Intapp's key verticals. This role requires a deep understanding of industry trends, customer pain points, and the competitive landscapes. The ideal candidate will be a strategic thinker with a proven track record in B2B marketing, and significant experience working in the financial services sector, preferably in an investment bank or private equity firm.

Responsibilities

• Execute a marketing program that amplifies Intapp's experts on topical industry conversations to help elevate our experts as thought leaders in their industries.
• In collaboration with Intapp leaders and marketing leaders, develop and nurture relationships with key industry influencers, partners, and clients to create a customer advocacy/influencer program.
• Working closely with the marketing events team, identify and participate in key industry events, conferences, and webinars to promote Intapp and our solutions.
• Stay abreast on industry trends, opportunities, and challenges that allow Intapp to highlight our industry experts and share our point of view with our key audiences.
• Working closely with the PR and Communications team, identify opportunities to amplify our story through earned media.
• Support event messaging, planning and execution for industry-specific events, both in person and virtual programming.
• Collaborate with the creative team to create compelling and industry-specific marketing materials, including whitepapers, case studies, webinars, and blog posts.
• Ensure the content created is activated through ongoing marketing programs. Measure success and identify areas for continued improvement.
• Monitor industry trends, competitive activities, and market conditions to inform marketing strategies.
• Prepare and present regular reports on marketing performance, industry insights, and program ROI to marketing leaders.
• Utilize data-driven approaches to refine and optimize marketing tactics.

Requirements

• Bachelor's degree in Marketing, Business, Communications, or a related field.
• 9+ years of experience in Financial Services marketing, deeper knowledge of the market dynamics and relationships a big plus.
• Proven experience in planning and executing successful marketing programs and events.
• Strong analytical skills and experience with data-driven decision-making.
• Excellent written and verbal communication skills, with the ability to craft compelling narratives.
• Demonstrated ability to manage multiple projects and meet deadlines in a fast-paced environment.
• Proficiency in budget management, event management and marketing automation tools as well as managing to a return on investment, with a focus on pipeline and performance management.
• Creative thinker with a passion for staying current on industry trends and best practices.

Benefits

• Competitive base salary plus variable compensation and equity
• Generous paid parental leave, including adoptive leave
• 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