Client Success Manager, Legal – Compliance

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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👻 Ghost score 10%

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Intapp

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

⚖️ Legal

☁️ SaaS

💰 Private Equity Round on 2017-04

Consulting • Legal • SaaS

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

• Monitor adoption data, usage trends, health, and engagement signals across a tier of legal clients to identify proactive outreach opportunities • Execute data-triggered success plays tied to usage milestones, risk signals, or renewal timing to drive adoption and retention at scale • Identify and build new success plays using client feedback and expertise • Serve as a responsive point of contact for client inquiries, advising on product usage, configuration, and best practices • Build proficiency in an initial Intapp solution and expand expertise across the broader product suite • Consult with clients post-deployment to maximize solution features and ensure solutions meet organizational needs • Maintain knowledge of Intapp’s product portfolio, competitive landscape, and industry dynamics • Act as a trusted advisor to client stakeholders and the internal voice of the customer for product and account teams

🎯 Requirements

• 5+ years of experience in client success serving professional services firms, ideally in the legal industry • Experience using adoption and usage data to drive structured, playbook-driven outreach programs • Ability to build product proficiency quickly and continue learning new solutions over time • Exposure or experience with Intapp Intake, Conflicts and Terms, or the risk management and compliance domain in law or professional service firms • Strong consultative and communication skills • 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 • Familiarity with professional services firms, ideally law firms • Experience across Intapp's broader product suite, or equivalent enterprise software in the professional services space • Experience with customer success or engagement platforms used to trigger and track outreach at scale • Experience in a publicly traded, growth-stage software company

🏖️ Benefits

• Reimbursement for training and continuing education • Professional development opportunities • Complimentary lunches • Fully stocked kitchens • Comprehensive wellness programs • Flexible time off programs • Family-formation benefits • Paid volunteer time off • Donation matching program • Modern, open offices