- Monitor adoption data, usage trends, health, and engagement signals across legal client accounts
- Execute data-triggered success plays to drive adoption and retention
- Identify and build new success plays using client feedback and expertise
- Serve as a point of contact for client inquiries on product usage, configuration, and best practices
- Build proficiency in Intapp solutions and expand expertise across the product suite
- Consult with clients post-deployment to maximize solution features and organizational fit
- Maintain knowledge of Intapp’s product portfolio, competitive landscape, and industry dynamics
- Act as a trusted advisor to client stakeholders and the internal voice of the customer
Requirements
- 5+ years of experience in client success serving professional services firms, ideally in the legal industry
- Experience using adoption and usage data to drive structured, playbook-driven outreach programs
- Ability to build product proficiency quickly and continue learning new solutions over time
- Exposure or experience with Intapp Time and Billstream or the timekeeping, billing, and profitability domain in law or professional service firms
- Strong consultative and communication skills
- Strong analytical skills and ability to synthesize input from multiple sources into clear client-facing recommendations
- Resourceful problem-solver with results orientation and strong time management discipline
- Bachelor’s degree required
Core Competencies
Demonstrates expertise in client success management within the legal industry, leveraging data-driven strategies to enhance product adoption and retention. Proficient in Intapp solutions and skilled in consultative communication to optimize client engagement and satisfaction.
Highest-signal resume keywords
- Client Success Management
- Data-Driven Outreach Programs
- Intapp Solutions Proficiency
- Consultative Communication Skills
- Analytical Problem-Solving
Hard Skills
- Data Analysis
- Product Proficiency
- Client Engagement Strategies
- Structured Outreach Programs
- Usage Data Monitoring
Soft Skills
- Strong Communication Skills
- Resourceful Problem-Solver
- Time Management Discipline
Industry Keywords
- Legal Industry
- Professional Services Firms
- Client Adoption
- Retention Strategies
- Competitive Landscape
Tools & Technologies
- Intapp Time
- Intapp Billstream
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