Client Success Manager

🔥 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 • Identify where proactive outreach will drive retention and value • Execute data-triggered success plays tied to usage milestones, risk signals, or renewal timing • Build new success plays to drive incremental client value • Serve as a responsive point of contact for client inquiries • Advise clients 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 organizational fit • Maintain knowledge of Intapp's product portfolio, competitive landscape, and industry dynamics • Serve as a trusted advisor to client stakeholders and the internal voice of the customer to 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 Time and Billstream or the timekeeping, billing, and profitability domain in law or professional service firms • Strong consultative and communication skills: ability to listen carefully and influence • 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, and how they operate • 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

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