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Software
Own a portfolio of enterprise and mid-market financial services clients, driving product adoption, measurable outcomes, retention, and expansion. Develop success plans, identify at-risk accounts, coordinate with Account Managers, conduct business reviews, and advise clients on DealCloud and the broader Intapp product suite. Act as the customer voice internally, contribute to product priorities, and represent Intapp at industry events.
Top Skills:
CRMIntapp Dealcloud
Software
Drive enterprise software revenue within the legal vertical by managing named accounts, building executive relationships, identifying upsell and renewal opportunities, and maintaining a strong sales pipeline. Educate law firms and legal departments on Intapp solutions and AI capabilities, champion adoption of agentic AI, manage complex sales cycles, achieve sales and retention targets, and represent Intapp at legal industry events.
Top Skills:
Agentic AiArtificial IntelligenceCRMEnterprise SoftwareIntapp CelesteLarge Language Models
Software
Drive enterprise software revenue within the legal vertical by managing named accounts, developing pipelines, identifying upsell and renewal opportunities, and building executive relationships across law firms and legal departments. Serve as a trusted advisor on Intapp solutions and AI capabilities, represent the company at legal industry events, and guide customers toward measurable outcomes while meeting sales, retention, and renewal targets.
Top Skills:
Agentic AiArtificial IntelligenceCRMIntapp CelesteLarge Language Models
Software
Provide technical support for Collaboration and Content products, triage and manage customer issues in Azure DevOps, train first- and second-line support teams, support internal IT systems, maintain knowledge-base documentation, and participate in an EMEA customer support rota.
Top Skills:
Microsoft 365Microsoft Azure Devops
Software
Lead complex strategic client engagements as the executive point of accountability for program success, value realization, governance, and client satisfaction. Partner with C-suite stakeholders, oversee interconnected delivery initiatives, manage escalations and resources, and align enterprise software implementations with business objectives. Provide strategic advisory leadership, facilitate executive governance, coordinate roadmap discussions, and support account growth across geographically distributed, matrixed environments.
Top Skills:
AgileEnterprise SoftwareSaaSSoftware Development Lifecycle
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Software
Drive new business development for DealCloud across private capital markets, building a $1M+ pipeline and closing $500K+ annually in subscription and services bookings. Lead consultative, executive-level enterprise sales cycles, align complex stakeholder groups, present tailored solutions, negotiate contracts, and coordinate internal resources to support long-term client partnerships.
Top Skills:
Dealcloud
Software
Implement and configure Intapp solutions across client environments, develop and troubleshoot integrations using Boomi, Intapp Integrate, and Microsoft SQL Server, and translate business requirements into technical workflows. Lead client workshops, configuration walkthroughs, training, and knowledge transfer. Analyze integration issues involving third-party APIs, collaborate with internal teams, maintain implementation documentation, and manage multiple concurrent client engagements while meeting quality and timeline standards.
Top Skills:
BoomiIntapp IntegrateJSONMicrosoft Sql ServerRegular Expressions (Regex)Rest ApisSoap ApisXML
Software
Provide technical support for Intapp Celeste and its integrations across DealCloud, Collaboration, Walls, and risk products. Diagnose AI behavior, retrieval and grounding issues, agentic workflow failures, APIs, logs, and browser traces. Reproduce and document defects, manage issues in Azure DevOps and Jira, escalate to engineering, maintain knowledge-base content, and train first- and second-line support teams. Communicate production feedback to Product and Engineering while managing concurrent enterprise customer issues.
Top Skills:
Agentic WorkflowsApi TracesAPIsBrowser Developer ToolsDealcloudHar FilesIntapp CelesteIntapp CollaborationIntapp WallsItilJIRALlmsLog FilesMicrosoft Azure DevopsNetwork TracesRetrieval-Augmented Generation
Software
Drive adoption, retention, and solution optimization across legal-industry client accounts. Monitor usage and health data, execute structured success plays, advise clients on product configuration and best practices, support post-deployment outcomes, and expand expertise across Intapp’s product suite. The role also synthesizes client feedback into recommendations and serves as a trusted advisor and internal customer advocate.
Top Skills:
BillstreamIntapp Time
Software
The Client Development Associate converts prospects into sales opportunities, manages early sales processes, utilizes CRM, and assists in lead generation.
Top Skills:
CRMMarketing Automation SystemsMS Office
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