Hafsana Sheikh
Associate at Intapp | Driving Client Engagement and Growth
- Role
- Enterprise Client Development Associate at Intapp
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Hafsana Sheikh
Our team at PEI has thrived since I joined in November 2021, leveraging my Bachelor of Science in Psychology from Fordham University and my sharpened sales and communication skills. We\'ve consistently hit targets and forged strong client relationships, thanks to a collaborative approach that blends sales acumen with a deep understanding of customer psychology. My education through SEO has been instrumental in developing a strategic mindset, enabling me to contribute effectively to our sales team\'s success and drive growth in a competitive environment. I am currently attaining my Masters in Business Administration as well to enhance my knowledge and strengthen my business skills.
Experience
Enterprise Client Development Associate
Jun 2025 — Present · New York, NY, US
Client Development Associate supporting growth of Intapp’s DealCloud platform within private capital markets. Own inbound qualification and early-stage engagement with private equity, venture capital, family office, corporate development, and investment banking firms exploring CRM and deal management solutions. Lead structured discovery conversations to understand sourcing strategy, relationship management processes, current technology landscape, and overall business priorities. Evaluate strategic fit, identify decision-making dynamics and timelines, and collaborate closely with senior sales leadership to advance high-quality opportunities into active evaluations. Contribute to territory growth by converting inbound interest into well-qualified pipeline aligned to revenue objectives.
Education
SEO (Sponsors for Educational Opportunity)
Student
Mercy University
Master of Business Administration - MBA, Business, Management, Marketing, and Related Support Services
Fordham University
Bachelor of Science - BS, Psychology
2017 — 2021
Mercy University
Master of Business Administration - MBA, Marketing
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