Client Success Manager, Real Assets

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

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Intapp

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

💸 Finance

🤖 Artificial Intelligence

💰 Private Equity Round on 2017-04

SaaS • Finance • Artificial Intelligence

Intapp is a leading global provider of AI-powered cloud-based software solutions designed for professional and financial services firms. Their offering includes specialized solutions for industries such as accounting, consulting, investment banking, legal, private capital, and real estate. Intapp’s products help firms improve client relationships, optimize operations, manage compliance, and support collaboration and deal management through solutions like Intapp DealCloud, Compliance, and employee compliance management. With a focus on data security and seamless integration via Microsoft Azure, Intapp serves over 2,600 client firms worldwide, including top law firms and investment banking institutions, helping them leverage automation and data intelligence to drive growth.

📋 Description

• Own customer relationships post-sale, focusing on renewals and preventing churn. • Serve as the voice of the client to Product, capturing feature requests and pain points. • Develop high-touch, consultative engagement strategies for Mid-market and Enterprise accounts. • Maintain visibility into account health and accurately project renewal likelihood. • Identify upsell and cross-sell opportunities based on customer goals and product usage. • Occasionally support or lead implementations.

🎯 Requirements

• Direct experience as a CSM or Account Manager serving real estate firms. • Understanding of how organizations operate, deal flow, and technology needs. • Experience with proptech, real assets software, or real estate data platforms is a strong plus. • Deep technical proficiency with complex software configurations and integrations. • Proven experience in a Customer Success or Account Management role (ideally in a SaaS environment). • Strong relationship management skills focused on customer outcomes and retention. • Experience managing accounts of varying size and complexity. • Confident onboarding and training users across technical and non-technical roles. • Highly organized, self-starter mentality with excellent time and priority management. • Ability to identify upsell opportunities and communicate value to decision makers. • Experience with CRM, support ticketing systems.

🏖️ Benefits

• Professional development opportunities supported by a community of experienced professionals. • Reimbursement for training and continuing education. • Modern, open offices designed to inspire creativity and collaboration. • Complimentary lunches and fully stocked kitchens. • Wellness and flexible time off programs. • Family-formation benefits and support during your family-building journey. • Paid volunteer time off. • Donation matching program for causes that matter to you.