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Software
Owns the strategy, roadmap, and execution for DealCloud workflow automation and integration capabilities. Partners with Engineering, Design, Sales, Support, and Product Marketing to translate customer needs into shipped products, define requirements, make trade-offs, launch capabilities, and drive adoption. The role also involves customer research, requirements gathering, platform understanding, and tracking product metrics to guide prioritization.
Software
Provide consultative technical support to Intapp DealCloud clients, resolve high-priority issues, educate users on training, configuration, workflows, and new processes, and deliver high-quality solutions. The role requires troubleshooting, communication, organization, and collaboration with clients. Experience with client success or technical/product support is required, while Zendesk and SQL experience is preferred.
Software
Manage client success for legal industry accounts by driving product adoption, solution optimization, retention, and expansion. Monitor usage and health data, execute structured success plays, advise clients on product configuration and best practices, and develop trusted-advisor relationships. The role requires growing expertise across Intapp’s product suite, particularly Intapp Compliance, while representing customer needs internally and delivering consultative recommendations.
Software
Leads a portfolio of client implementations, overseeing delivery quality, staffing, forecasting, budgets, profitability, project risks, and team efficiency. Manages and develops consulting staff, reports performance and financial metrics, supports sales scoping and change orders, coordinates cross-functional delivery teams, and improves implementation methodologies and processes. Builds relationships with client executives and internal stakeholders to ensure successful, high-quality outcomes.
Software
Develops sales pipeline by converting prospects into opportunities, qualifying inbound and marketing-generated leads, securing meetings and demos, conducting prospect research, maintaining accurate CRM data, supporting campaigns and events, and coordinating between sales and marketing teams. The role requires technology-sector sales or marketing experience, strong communication with C-level buyers, organization, CRM proficiency, and familiarity with legal, accounting, or consulting firms.
Software
Deploy and configure Intapp Celeste for professional-services firms: discover and automate workflows, codify playbooks and agents, drive adoption and onboarding, enable expansion, and feed real-world feedback into product strategy. Act as advisor and implementation lead, translating firm practices into AI-driven coworkers and workflows.
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Deploy Intapp Celeste inside client firms by mapping and automating workflows, codifying playbooks and agents, driving adoption through training and onboarding, enabling Client Success expansion, and feeding real-world product feedback to Product and Industry teams.
Software
Sell DealCloud to private capital markets clients by driving new business, building a $1M+ pipeline, engaging C-suite stakeholders, coordinating cross-functional resources, negotiating complex enterprise deals, and closing $500K+ subscriptions and services annually.
