Client Success Manager (Accounting & Consulting)

Join Intapp as a Client Success Manager for the Accounting and Consulting industry. In this role, you will help firms maximize their investment in Intapp, ensuring they renew with confidence and expand their use of the platform. You will act as a trusted advisor to client stakeholders and represent the voice of the customer to our product and account teams. Your responsibilities will include monitoring adoption and health data, advising clients on configuration and best practices, and leading the response when an account shows risk. This is a client success role with a consultative, commercially aware edge, ideal for those who enjoy working with data, integrations, and firm leaders.

• Monitor adoption and health data, run structured success plays, advise clients on configuration and best practices, and lead the response when an account shows risk.
• Identify at-risk accounts early and lead the response, whether that is a remediation plan, an expanded use case, or an executive escalation.
• Partner with Account Managers and present health and adoption metrics in client business reviews, while representing client needs to product and development teams.

• Intapp is looking for intellectually curious, self-motivated professionals who like to get hands-on to contribute to the overall success of the business and their team
• Comfort with the commercial side of client relationships, including renewals or sales exposure, balanced with technical fluency
• Experience using adoption and usage data to drive structured, playbook-driven outreach, plus the analytical skills to turn multiple inputs into clear recommendations
• Client success experience in a SaaS environment, ideally one that supports multiple integrated products and clients in professional services
• A conversational understanding of APIs and integrations, since many of our clients run several connected Intapp products
• A consultative approach: the ability to discuss a client’s industry, use cases, and workflows, not just product features
• Strong communication skills, the ability to learn new products quickly, and the resourcefulness to manage a pooled, fast-moving portfolio
• Experience with Intapp DealCloud or comparable CRM or deal management technology, or knowledge of how accounting and consulting firms operate, is a plus