Revenue forecasting is a core discipline at Intapp, and this role sits at the center of it. The Senior Manager, Revenue Forecasting owns the models, cadences, and cross-functional relationships that give leadership a clear, reliable view of how the business is performing and where it is headed. Sitting within the Revenue Strategy, Planning & AI team, this position directly shapes how Intapp plans for growth across Net New business and Renewals globally. Day to day, you will run weekly, monthly, and quarterly forecast cycles; write SQL queries against large CRM and operational datasets; build dashboards in Tableau, Power BI, or Looker; and work closely with Sales, Customer Success, Service Delivery, and Finance to surface risks and opportunities before they become surprises. Experience with Salesforce data structures, SaaS revenue metrics, and enterprise planning platforms such as Pigment is essential.
What you will do:
As a Senior Revenue Forecasting Manager, you can expect to: Own the end-to-end forecasting process for Net New business and Renewals — including weekly, monthly, quarterly, and annual cadences — and continuously improve forecast accuracy, methodology, and governance across the Revenue organization. Personally analyze large datasets using SQL and BI tools to identify pipeline trends, conversion patterns, sales velocity, and renewal risks, translating findings into actionable recommendations for Sales Leadership and executive stakeholders. Partner with Service Delivery to incorporate delivery timelines, capacity assumptions, and customer implementation commitments into the consolidated Revenue forecast, maintaining clear ownership boundaries while providing leadership with a holistic view. Build and maintain executive dashboards, forecasting models, and reporting frameworks in Salesforce, Pigment (or comparable planning platforms), and BI tools that provide clear visibility into pipeline health, bookings attainment, and revenue outlook. Lead the adoption of AI-enabled forecasting capabilities — including predictive analytics, automation, and behavioral signal integration — to improve forecast accuracy, reduce manual effort, and support better revenue decisions.
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. To apply for this Senior Manager, Revenue Forecasting role, you will ideally have: Direct experience owning or leading enterprise revenue forecasting processes in a SaaS or technology company, with a strong command of SaaS metrics including ARR, pipeline coverage, bookings, renewal rates, and forecast accuracy. Hands-on SQL skills and the ability to independently query, model, and analyze large CRM and operational datasets to generate insights — this is a data-first role where you will be expected to do the analysis yourself. Proficiency with business intelligence tools such as Tableau, Power BI, or Looker, and experience with enterprise planning platforms such as Pigment or comparable solutions for revenue forecasting, scenario modeling, and capacity planning. Experience working with Salesforce data structures and CRM reporting, and the ability to partner with Business Systems teams to improve data quality, reporting frameworks, and analytics infrastructure. Strong cross-functional communication and influencing skills, with a track record of partnering with Sales, Customer Success, Service Delivery, and Finance to align forecast assumptions and drive accountability. Familiarity with AI, predictive analytics, or automation as applied to forecasting processes, and an interest in continuing to develop and scale those capabilities. 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: 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: 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: 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. Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.#LI-RM1 Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included. 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.
Summary
Location: Palo Alto, CA; US NY New York
Type: Full time
