Strategic Client Success Manager, Legal

🔥 12 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

🏆 Customer Success

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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

• Drive adoption and measurable value across a portfolio of enterprise accounts • Serve as the primary point of accountability for client health across the portfolio • Translate adoption data, business outcomes, and engagement signals into actionable success plans • Identify at-risk accounts and lead remediation plans, expanded use cases, or executive escalations • Align with Account Managers on success plans, commercial priorities, and relationship milestones • Drive proactive, outcome-focused engagement with assigned accounts • Participate in client business reviews, presenting health and adoption metrics with recommendations • Serve as a subject matter expert in Intapp Intake, Conflicts & Terms and apply generalist knowledge across Intapp product lines • Consult with clients post-deployment to maximize solution features and meet organizational needs • Build market presence through user group leadership, client community participation, and industry thought leadership • Represent the voice of the customer on new features and development priorities • Maintain knowledge of Intapp’s product portfolio, competitive landscape, and industry dynamics

🎯 Requirements

• 8+ years of experience in client success, solution advisory, or consulting roles serving professional services firms, ideally in the legal industry • Demonstrated expertise with Intapp Intake, Conflicts and/or Terms or the risk management and compliance domain in law or professional services firms • Proven ability to manage client success for a portfolio of enterprise accounts, including executive-level stakeholder relationships • Strong consultative and communication skills • 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-solving, results orientation, and strong time management discipline • Bachelor’s degree required • Ability to travel up to 10–20% of the year • Experience across the broader Intapp product suite preferred • Familiarity with financial, practice, and document management systems and third-party data providers advantageous • Experience in a publicly traded, growth-stage software company preferred

🏖️ 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 • Flexible work environment • Health and other employee benefits