Client Success Manager

Hybrid working

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 in our DealCloud Platform.

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 strategic accounts, with a focus on driving adoption, increasing client satisfaction, and supporting retention and growthBe responsible for client transition from Implementation to Client SuccessDevelop and execute on client specific adoption plans designed to increase and expand user adoption of the DealCloud platformExecute on technical platform configuration requests, identifying opportunities to drive adoption through working sessionsBe responsible for proactive client engagement including end-user training, platform configuration and best practice reviews, and adoption health checksCollaborate 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 pointsBecome an expert on the DealCloud product and related servicesBased on account needs, travel to client locations may be necessary when permitted

What you’ll need:

2+ years experience in customer success, account management or saleIdeally Fluent German (speaking and writing)Bachelor’s degree or related experienceExperience in managing a book of businessStrong Excel skills and competency with Windows OS and Microsoft Office suite requiredStrong written and verbal communication skills, with the ability to work effectively in partnership with clientsAnalytical and process-oriented mindsetSelf-motivated, strong work ethic, and a “get it done” mentalityWillingness to roll-up up your sleeves to get the job done while contributing to the overall success of the companyStrong organizational skills and effective planning skillsExperience with SaaS (cloud based) software deploymentsTechnical acumen and understanding of data structure

Bonus if you have:

Knowledge on/experience working with Private Equity and Investment Bank firmsDeep understanding of financial modeling, reporting and analysisExcel expertise (advanced Lookup functionality and structuring of pivot tables)

What you'll gain at Intapp:

In return for your passion, commitment, and collaborative approach, we offer:

Competitive base salary plus variable compensation and equityA flexible work environmentGenerous paid parental leave, including adoptive leaveTraditional comprehensive benefits, plus:Family Formation benefit offered by CarrotWellness programs and benefits provided by Modern HealthPaid volunteer time off and donation matching for the causes you care aboutHome office stipendTuition Reimbursement Plan Opportunities for personal growth and professional development supported by a community of talented professionalsAn open, collaborative environment where your background and contributions are valuedExperience at a growing public company where you can make an impact and achieve your goalsOpen offices and break areas stocked with beverages and snacks

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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.