Client Success Manager, Financial Services

Client Success Manager, Financial Services

Charlotte, NC

About the role

The Client Success Manager, Financial Services is an individual contributor on Intapp’s Client Success Financial Services Industry team. Rather than owning a book of business, you will operate as part of a portfolio team of client success resources that engages with clients to run success plays — stepping in where expertise is needed and collectively accountable for adoption and measurable value across the portfolio. This role is a generalist across Intapp’s product suite with depth of expertise in DealCloud.

Success in this role turns clients into long-term partners and helps them become more self-sufficient — firms that are fully realizing their Intapp investment, expanding what they do with the platform, and influencing peers in their markets. The Client Success Manager operates as a trusted advisor to client stakeholders at all levels and serves as the voice of the customer internally to our product and account teams.

What you will do:

• Serve as a resource and shared point of accountability for client health across the clients you engage with, translating adoption data, business outcomes, and engagement signals into clear, actionable success plans.

• Identify at-risk accounts early and lead the response — whether that's a remediation plan, an expanded use case, or an executive escalation — to protect and grow the client relationship.

• Participate in and contribute to client business reviews, presenting health and adoption metrics alongside recommendations.

• Drive success plays based on the client lifecycle, including onboarding, adoption and feature enablement.

• Serve as the voice of the customer on new features and development priorities, particularly for DealCloud.

• Serve as a subject matter expert in DealCloud with the ability to apply generalist knowledge across the broader Intapp products.

• Partner with Account Managers and fellow client success teammates to ensure success plans, commercial priorities, and relationship milestones are coordinated across each engagement.

• Build a visible presence as a trusted advisor in the market through active participation in Intapp's client community and events.

• Reinforce and expand knowledge of Intapp's product portfolio, competitive landscape, and industry dynamics on an ongoing basis.

What you will need:

Required

• 3+ years of experience in client success or account management roles, ideally in the financial services industry.

• Demonstrated expertise with Intapp DealCloud or equivalent deal management / CRM technologies in a financial services environment.

• Strong consultative and communication skills: ability to listen carefully, influence at all levels, and navigate complex organizational dynamics.

• 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.

• Ability to travel up to 10% of the year for Intapp events and industry events.

Preferred

• Experience across the broader Intapp DealCloud product suite.

• Experience with change management or developing adoption strategies for enterprise technology platforms.

• Proven ability to drive client success across multiple concurrent accounts or engagements.

• Familiarity with Microsoft 365, Microsoft Teams, Salesforce, or other CRM platforms as they relate to deal management and financial services workflows.

• Exposure to financial management or portfolio management systems used in private capital markets.

• Experience in a publicly traded, growth-stage software company.

What you will gain at Intapp:

Our culture at Intapp emphasizes accountability, responsibility, and growth. We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We are committed to creating a modern work environment that is connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:

• Competitive base salary plus variable compensation and equity

• Generous paid parental leave, including adoptive leave

• Comprehensive benefits package, including generous paid time off

• Tuition reimbursement plan

• Family formation benefit offered by Carrot

• Wellness programs and benefits provided by Modern Health

• Paid volunteer time off and donation matching for causes you care about

• Opportunities for personal growth and professional development supported by a community of talented professionals

• An open, collaborative environment where your background and contributions are valued

• Experience at a growing public company where you can make an impact and achieve your goals

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.

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.

Company Overview

Intapp builds AI software to power the world’s top investment, legal, and consulting firms. Our clients face unique challenges: they must track and manage complex client relationships, navigate strict regulatory requirements, and manage sensitive deal information. We develop software specifically for these needs, helping firms find and win business, onboard clients safely and manage risk, deliver exceptional work, and capture full value.

Intapp created Celeste, an agentic AI platform for professional firms that combines firm-specific context, workflow automation, and built-in compliance. Using prebuilt or custom agents, Celeste helps professionals execute critical workflows faster and more consistently while respecting proprietary knowledge, access controls, and regulatory requirements. It is designed to work within a firm's data, terminology, playbooks, and governance framework.

Today, more than 2,700 firms worldwide rely on Intapp, including 95 of the Am Law 100, 16 of the top 20 accounting firms, and more than 1,700 private capital, investment banking, and real assets firms. Intapp has helped firms achieve measurable impact — from 25% more pitch opportunities to 55% faster client onboarding — turning intelligence into competitive advantage.

Founded in 2000 and headquartered in Palo Alto, California, Intapp completed a successful IPO on June 30, 2021 (NASDAQ: INTA). Alongside a global ecosystem of partners, Intapp accelerates innovation and integration, ensuring our clients are always at the forefront of transformation.