Client Success Manager

Job Description

Client Success Manager

As a Client Success Manager, you will be a key partner in increasing client adoption, expanding client relationships and helping to grow incremental business. While managing a book of business focused on maximizing client value, you will be expected to develop a thorough understanding of client objectives and success metrics to drive tailored solutions that will ultimately increase adoption and retention. For this role we are seeking experience working with or for accounting/consulting firms

You will work closely with the Account Management team, helping to streamline our partnership with them, and to ensure a seamless experience with Intapp for the client.

What you’ll do:

• Manage a portfolio of 30-50 accounts, with a focus on driving adoption, increasing client satisfaction, and supporting retention and growth
• Responsible for client transition from Implementation to Client Success including project managing and executing on remaining site configurations
• Develop and execute on client specific adoption plans designed to increase and expand user adoption of the DealCloud platform
• Responsible for proactive client engagement including end-user training, platform configuration and best practice reviews, and adoption health checks
• Execute on platform configuration requests, identifying opportunities to drive adoption through working sessions
• Collaborate with other internal departments (e.g. product development, support, training, and implementation), on new releases impacting the client and operational readiness; including providing input on potential enhancements and identifying current pain points
• Become an expert on the DealCloud product and related services
• Based on account needs, travel to client locations may be necessary when permitted

What you’ll need:

• Demonstrated experience in customer success, account management or sales
• Bachelor’s degree or related experience
• Experience with account management or sales software, such as Salesforce
• Strong Excel skills and competency with Windows OS and Microsoft Office suite required
• Strong written and verbal communication skills, with the ability to work effectively in partnership with clients
• Analytical and process-oriented mindset
• Self-motivated, strong work ethic, and a “get it done” mentality
• Willingness to roll-up up your sleeves to get the job done while contributing to the overall success of the company
• Strong organizational skills and effective planning skills
• Experience with SaaS (cloud based) software deployments
• Excel expertise (advanced Lookup functionality and structuring of pivot tables)
• A background working for or with accounting/consulting firms

Bonus if you have:

• Deep understanding of financial modelling, reporting and analysis

What you will gain at Intapp:

Our culture at Intapp emphasizes accountability, responsibility, and growth. We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We’re committed to creating a modern work environment that’s connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:

• Competitive base salary plus variable compensation and equity
• Generous paid parental leave, including adoptive leave
• Traditional comprehensive benefits, plus:
  • Generous Paid Time Off
  • Tuition reimbursement plan
  • Family Formation benefit offered by Carrot
  • Wellness programs and benefits provided by Modern Health
  • Paid volunteer time off and donation matching for the causes you care about
• Opportunities for personal growth and professional development supported by a community of talented professionals
• An open, collaborative environment where your background and contributions are valued
• Experience at a growing public company where you can make an impact and achieve your goals
• Open offices and kitchens stocked with beverages and snacks

Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. All offers are contingent upon passing a criminal history and other background checks if applicable to the position.

Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.