Client Success Director, Legal

🕒 May 6

🏢🏡 New York City – Hybrid

⏰ Full Time

🔴 Lead

🧑‍💼 Attorney

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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

• Serve as the primary point of accountability for client health across your portfolio, translating adoption data, business outcomes, and engagement signals into clear, actionable success plans. • Identify at-risk accounts early and lead the response — whether that's a remediation plan, an expanded use case, or an executive escalation — to protect and grow the client relationship. • Align with Account Managers to ensure success plans, commercial priorities, and relationship milestones are coordinated. • Drive proactive, outcome-focused engagement with assigned accounts. • Participate in and contribute to client business reviews, presenting health and adoption metrics alongside recommendations. • Serve as a subject matter expert in Intapp Walls with the ability to apply generalist knowledge across the broader Compliance and Intapp product lines. • Consult with clients post-deployment to ensure they capitalize on all available Walls features and that implemented solutions meet their organizational and ethical-wall compliance needs. • Build a visible presence as a trusted advisor in the market through user group leadership, active participation in Intapp's client community, and thought leadership at industry conferences and events. • Serve as the voice of the customer on new features and development priorities, particularly for the Walls and broader Compliance product lines. • Reinforce and expand knowledge of Intapp's product portfolio, competitive landscape, and industry dynamics on an ongoing basis.

🎯 Requirements

• 12+ years of experience in client success, solution advisory, or consulting roles serving professional services firms, ideally in the legal industry • Demonstrated expertise with Intapp Walls or equivalent information barrier / ethical wall/knowledge security technologies in a professional services environment • Proven ability to manage the client success of a portfolio of enterprise accounts, including executive-level stakeholder relationships • Strong consultative and communication skills: ability to listen carefully, influence at all levels, and navigate complex organizational dynamics • Experience with change management or developing adoption strategies for enterprise technology platforms • Strong analytical skills and ability to synthesize input from multiple sources into clear client-facing recommendations • Resourceful problem-solver with results orientation and strong time management discipline • Bachelor’s degree required • Ability to travel up to 10-20% of the year for client visits, user group sessions, and industry events

🏖️ Benefits

• Comprehensive wellness programs • Flexible time off programs • Professional development opportunities supported by a community of experienced professionals • Reimbursement for training and continuing education • Complimentary lunches and fully stocked kitchens • Paid volunteer time off • Donation matching program for charitable causes