Client Success Manager, Financial Services

Overview

As a Client Success Manager on Intapp’s Financial Services Industry team, you own a hybrid book of business and drive adoption and measurable value across enterprise and mid-market accounts. You act as a trusted advisor, translating usage and outcomes into clear success plans and helping clients maximize their investment. You will collaborate with account teams, address risks, and advocate for customers in product debates, while expanding DealCloud usage and positioning Intapp as a long-term partner. This role offers visibility in industry events and a path to shaping customer-centric growth.

Pay / Benefits

• professional development opportunities
• modern open offices
• complimentary lunches
• wellness and flexible time off
• family-formation benefits
• paid volunteer time off and donation matching

Responsibilities

• Own client health across a portfolio and translate adoption data into actionable success plans
• Identify at-risk accounts early and lead remediation, expanded use cases, or executive escalations
• Coordinate success plans and priorities with Account Managers
• Drive proactive, outcome-focused engagement with assigned accounts
• Serve as DealCloud subject matter expert and apply generalist knowledge to other Intapp products
• Consult post-deployment to maximize DealCloud features and fit with organizational needs
• Participate in client business reviews with health metrics and recommendations
• Be the voice of the customer on new features and development priorities, especially for DealCloud
• Build visibility as a trusted advisor through client community involvement and industry thought leadership
• Continuously reinforce knowledge of Intapp’s product portfolio, competitive landscape, and industry dynamics

Key requirements

• 3+ years of client success or account management experience in financial services
• Proven expertise with DealCloud or equivalent deal management/CRM technologies in financial services
• Strong consultative and communication skills to influence across levels
• Strong analytical ability to synthesize inputs into client-facing recommendations
• Resourceful problem-solver with results orientation and time management
• Bachelor’s degree
• Ability to travel up to 10% for events

• excellent communication
• ability to influence at all levels
• relationship-building
• navigating complex organizational dynamics
• DealCloud
• deal management / CRM technologies

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