Client Success Manager

Who you are

• 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
• Client success experience in a SaaS environment, ideally one that supports multiple integrated products and clients in professional services
• A consultative approach: the ability to discuss a client’s industry, use cases, and workflows, not just product features
• A conversational understanding of APIs and integrations, since many of our clients run several connected Intapp products
• Experience using adoption and usage data to drive structured, playbook-driven outreach, plus the analytical skills to turn multiple inputs into clear recommendations
• Comfort with the commercial side of client relationships, including renewals or sales exposure, balanced with technical fluency
• Strong communication skills, the ability to learn new products quickly, and the resourcefulness to manage a pooled, fast-moving portfolio
• Experience with Intapp DealCloud or comparable CRM or deal management technology, or knowledge of how accounting and consulting firms operate, is a plus

What the job involves

• The Client Success Manager, Accounting and Consulting is an individual contributor on Intapp’s Client Success team for the Accounting and Consulting industry
• You will help accounting and consulting firms get full value from their Intapp investment, so they renew with confidence, expand their use of the platform, and become long-term partners. You will act as a trusted advisor to client stakeholders and as the voice of the customer to our product and account teams
• You will support engaged clients across a suite of Intapp products, with deep expertise in Intapp DealCloud and a growing command of the broader portfolio
• Day to day, you will monitor adoption and health data, run structured success plays, advise clients on configuration and best practices, and lead the response when an account shows risk
• This is a client success role with a consultative, commercially aware edge, built for people who like working with data, integrations, and firm leaders
• Monitor adoption data, usage trends, and engagement signals across your portfolio, and turn them into clear success plans tied to client business outcomes
• Run data-triggered success plays around usage milestones, risk signals, and renewal timing, and build new plays from client feedback
• Identify at-risk accounts early and lead the response, whether that is a remediation plan, an expanded use case, or an executive escalation
• Advise clients on product usage, configuration, integrations, and best practices, and consult with them after deployment to confirm solutions meet their needs
• Partner with Account Managers and present health and adoption metrics in client business reviews, while representing client needs to product and development teams
• 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

Benefits

• Time away: In addition to generous paid time off, we recognize most major regional holidays.
• Flexibility: Intapp provides a highly flexible work environment to help employees successfully juggle work, wellness, and personal obligations.
• Wellness: Wellness is about being healthy and balanced in all areas of your life. We provide medical benefits for you and your family that offer quality, flexibility, and value.
• Saving and investing: We offer a variety of savings and investment programs to help you plan for the future and reach your financial goals.
• Family: We strive to be a great place to work for those with families. Benefits like paid parental leave, including adoptive leave, make it easier to take time off to welcome your new addition.
• Growth: We offer a variety of trainings and opportunities to help you increase your knowledge, build new skills, and take charge of your career.