Senior Client Portfolio Manager

Job not on LinkedIn

🔥 0 minutes ago

🏰 Missouri – Remote

🏰 Missouri – Remote

⏰ Full Time

🟠 Senior

👔 Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Work with new and existing legal customers to ensure success with Intapp solutions • Monitor client health and establish a cadence of client interactions • Ensure customers are fully optimized on their existing deployed solutions • Drive high customer retention and loyalty by managing ongoing needs and assessing renewal health • Proactively address obstacles that create renewal risk • Advocate for customer needs cross-departmentally • Establish critical goals, performance indicators, and measurable outcomes with key accounts • Identify and develop upsell opportunities • Nurture customers toward advocacy • Use analytical and problem-solving skills to surface client needs and deliver tailored solutions • Utilize CRM and customer success tools to design and execute monthly, quarterly, and annual targeted outreach campaigns • Drive adoption, minimize churn, and grow Intapp's footprint • Promote participation in Intapp Communities • Encourage use of knowledge base and online support resources to maximize client value

🎯 Requirements

• 7+ years of customer-facing experience in Client Success, Sales, Account Management, or Project Management • Experience ideally within legal tech, enterprise software, or professional services technology • Ability to build strong relationships with customer stakeholders • Clear written and verbal communication skills • Ability to collaborate cross-functionally to deliver outcomes that drive software adoption and long-term retention • Ability to understand complex solution sets and the business problems they solve • Ability to quickly learn Intapp's platform and translate technical capabilities into meaningful value for law firms and legal departments • Hands-on experience driving software implementation and adoption best practices • Technical acumen to grasp customer use cases, architectural requirements, and operational workflows common in legal environments • Proficiency with CRM systems • Organizational discipline to manage proactive client engagement and reactive support needs across a dynamic, fast-paced book of business

🏖️ Benefits

• Professional development opportunities • Reimbursement for training and continuing education • Modern, open offices designed to inspire creativity and collaboration • Complimentary lunches • Fully stocked kitchens • Comprehensive wellness programs • Flexible time off programs • Benefits designed to care for employees and their families • Family-formation benefits • Paid volunteer time off • Donation matching program