Joe Pensa
Practice Group Leader for DealCloud, Accounting and Consulting
Intapp
Joe Pensa works for the Accounting and Consulting team at Intapp as the Practice Group Leader for DealCloud. He has more than 20 years of experience leading digital transformation efforts in professional services organizations.
As a digital evangelist, Pensa is constantly pushing forward new technologies that transform business. Before joining Intapp, Pensa served as the Sales and Marketing Technology Leader at Marsh McLennan, where he set the foundation for a Sales and MarTech Center of Expertise. He also previously served as the Senior Marketing Manager of Global Operations at Oliver Wyman, where he helped develop operational strategies to enable marketing processes and support the organization’s horizontals practice growth. Pensa received a bachelor’s degree in marketing from Central Connecticut State University.
Recent Content
The need for speed: Help your transaction advisory teams stay competitive in today’s fast-paced market (and discover why even the best CRM software for accounting isn't enough)
Even the best CRM software for accounting firms isn’t enough to support transaction advisory teams when managing client relationships in accounting. Here are three ways that DealCloud can empower your professionals to improve sales deal velocity and fuel’s your firm’s success.
Key takeaways from the 2022 Boomer Marketing and Business Development Circle
Check out highlights from the 2022 Boomer Marketing and Business Development Circle, and learn how your accounting firm can leverage technology to promote growth and improve client relationships.
Carrots and sticks: Encouraging top partners to adopt consulting CRM software
It isn’t always easy to convince firm partners to adopt consulting CRM software. Employing a combination of carrots and sticks can help move the adoption process along.
Top Five Takeaways from AAM Emerge 2021: Reimagining the Client Experience
The Association for Accounting Marketing (AAM) Emerge 2021 conference covered a wide range of topics, including the ways in which the client experience and CRM for accounting firms are evolving. Read our top five takeaways from the event.
Lead Your Team to Victory with CRM Software for Professional Services
Like softball — which brings together teams, coaches, and the community — CRM software for professional services should support all users.