Client Success Manager

• The Client Success Manager, Financial Services is an individual contributor on Intapp’s Client Success Financial Services Industry team
• In this role you will own a hybrid book of business responsible for driving adoption and measurable value across a portfolio of enterprise and mid-market accounts
• This role is a generalist across Intapp’s product suite with depth of expertise in DealCloud
• Success in this role turns clients into long-term partners and helps them become more self-sufficient — firms that are fully realizing their Intapp investment, expanding what they do with the platform, and influencing peers in their markets
• The Client Success Manager operates as a trusted advisor to client stakeholders at all levels and serves as the voice of the customer internally to our product and account teams
• Serve as the primary point of accountability for client health across your portfolio, translating adoption data, business outcomes, and engagement signals into clear, actionable success plans
• Identify at-risk accounts early and lead the response — whether that’s a remediation plan, an expanded use case, or an executive escalation — to protect and grow the client relationship
• Align with Account Managers to ensure success plans, commercial priorities, and relationship milestones are coordinated
• Drive proactive, outcome-focused engagement with assigned accounts
• Serve as a subject matter expert in DealCloud with the ability to apply generalist knowledge across the broader Intapp products
• Consult with clients post-deployment to ensure they capitalize on all available DealCloud features and that implemented solutions meet their organizational needs
• Participate in and contribute to client business reviews, presenting health and adoption metrics alongside recommendations
• Serve as the voice of the customer on new features and development priorities, particularly for DealCloud
• Build a visible presence as a trusted advisor in the market through active participation in Intapp’s client community and thought leadership at industry conferences and events
• Reinforce and expand knowledge of Intapp’s product portfolio, competitive landscape, and industry dynamics on an ongoing basis

Benefits

• Time away: In addition to generous paid time off, we recognize most major regional holidays.
• Flexibility: Intapp provides a highly flexible work environment to help employees successfully juggle work, wellness, and personal obligations.
• Wellness: Wellness is about being healthy and balanced in all areas of your life. We provide medical benefits for you and your family that offer quality, flexibility, and value.
• Saving and investing: We offer a variety of savings and investment programs to help you plan for the future and reach your financial goals.
• Family: We strive to be a great place to work for those with families. Benefits like paid parental leave, including adoptive leave, make it easier to take time off to welcome your new addition.
• Growth: We offer a variety of trainings and opportunities to help you increase your knowledge, build new skills, and take charge of your career.

Preferred experience

• Ability to travel up to 10% of the year for Intapp events and industry events
• Demonstrated expertise with Intapp DealCloud or equivalent deal management / CRM technologies in a financial services environment
• Strong analytical skills and ability to synthesize input from multiple sources into clear client-facing recommendations
• 3+ years of experience in client success or account management roles, ideally in the financial services industry
• Bachelor’s degree required
• Resourceful problem-solver with results orientation and strong time management discipline
• Strong consultative and communication skills: ability to listen carefully, influence at all levels, and navigate complex organizational dynamics