Intapp
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.
Client Success Manager – Real Assets
🕒 July 31
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Intapp
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
• Own the full post-sale client relationship across SMB, Mid-Market, and Enterprise accounts • Develop and deliver consultative engagement strategies for Mid-Market and Enterprise accounts • Act as the voice of the client to Product and Engineering • Maintain deep visibility into account health, usage patterns, and contract timelines • Lead and support client implementations and onboarding
🎯 Requirements
• 1-3 years of experience in a Customer Success or Account Management role in a SaaS environment • Direct experience at or serving real estate firms • Technical proficiency in navigating complex software configurations and integrations • Strong commercial instincts and ability to identify upsell opportunities • Highly organized self-starter with experience with CRM and support ticketing systems
🏖️ Benefits
• Equal employment opportunities to all qualified applicants • Variable compensation and equity may also be included
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