Marketing at Intapp is organized around vertical go-to-market motions — and the financial services segment is one of the most complex and competitive. The Campaign Manager, Financial Services sits at the center of that effort, owning the full campaign lifecycle for a vertical that spans private equity, investment banking, capital markets, and alternative asset management. Reporting to the Global Paid Media and Financial Services GTM Programs Director, this role has direct influence on how Intapp shows up with buyers and how marketing moves pipeline.
Day to day, this means translating business priorities and active sales plays into integrated, multi-channel demand generation campaigns — managing briefs, audience targeting, timelines, asset development, and performance reporting across a wide set of stakeholders. You'll work closely with PMM, creative, marketing operations, field marketing, and editorial to keep programs on strategy and on schedule, and you'll be the person who turns campaign data into clear signals for the sales team and senior leadership. Experience with B2B campaign operations, marketing automation platforms, project management tools, and financial services industry contexts will all be relevant here.
What You Will Do:
As a Campaign Manager, Financial Services, you can expect to:
Design and execute integrated, multi-channel demand generation campaigns across the financial services verticals, managing timelines, briefs, and launch plans from kickoff through measurement.
Own audience deployment in partnership with Marketing Operations — requesting and validating lists, segment filters, suppression logic, and play-based targeting to protect the buyer journey and cover gaps in target account coverage.
Lead cross-functional working teams across PMM, creative, partner marketing, client marketing, editorial, and channel owners to drive campaign execution from brief to launch.
Build and maintain a full-year integrated marketing plan that spans campaign sequencing, content milestones, paid activations, and event overlaps across all marketing functions.
Report campaign performance to senior stakeholders and sales leadership through regular readout meetings, QBRs, and steering committee presentations, translating data into pipeline impact and actionable recommendations.
Track deliverables, dependencies, and readiness in Asanawith cross-functional teamstomonitorrisks, delays, and approvals.
What You Will Need:
Intapp is looking for intellectually curious, self-motivated professionals who like to get hands-on to contribute to the overall success of the business and their team.
Demonstrated experience in demand generation, campaign operations, or lifecycle marketing in a B2B environment, with a track record of executing programs that move pipeline
Strong cross-functional project leadership skills — comfortable managing multiple simultaneous workstreams, dependencies, and stakeholders across a matrixed organization
Familiarity with CRM, marketing automation, and campaign management platforms such as Marketo, HubSpot, Salesforce, Demandbase, or Pardot
An analytical mindset — able to diagnose funnel bottlenecks, interpret performance data, and translate insights into campaign adjustments
GTM and messaging fluency — able to connect campaign strategy to business objectives and engage credibly with field sales, PMM, and senior leadership
Experience in the financial services industry or within a highly matrixed organization
What You Will Gain at Intapp:
At Intapp, you'll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You'll be part of a growing public company, with a modern work environment that's connected yet flexible and where your professional growth and well-being are top priorities. We'll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork.
Here, you will have the opportunity to:
Expand Your Skills:Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
Enjoy Where You Work:Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
Support What Matters Most:Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.
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.
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.
Originally posted on Himalayas