Client Services Strategy Lead

INTEGRATION APPLIANCE; New York (NY); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Modern open offices

Complimentary lunches

Wellness program

Volunteer time off and donation match

Job summary

Intapp is seeking a Client Services Strategy Lead to partner with the SVP CS and leadership team, shaping multi-year roadmaps, and driving the Client Services transformation. The role emphasizes executive communication, cross-functional governance, and agile problem-solving in a fast-paced environment.

You will translate vision into actionable plans, craft executive-grade presentations, and oversee critical strategic initiatives.

Qualifications

• Bachelor's degree in Business, Operations, Communications, or related field.
• 4+ years in strategic program management, management consulting, corporate strategy, or business operations.
• Advanced proficiency in Microsoft 365 with ability to build executive-ready decks and data models.
• Exceptional written and verbal communication for executive audiences.
• Superior organizational skills and ability to manage cross-functional priorities.
• High emotional intelligence, discretion, and executive presence.

Responsibilities

• Translate vision into multi-year roadmaps and operational plans for Client Services Strategy.
• Create executive and team presentations, including C-Suite and Board materials.
• Own and manage the Client Services transformation plan with risk and milestone tracking.
• Develop project charters, milestones, risk mitigation, and decision logs.
• Align with Finance, Legal, Marketing, IT, Sales, and Product & Engineering.
• Conduct strategic research, benchmarking, and process design to tackle challenges.
• Synthesize data and market trends into concise executive memos and recommendations.
• Lead high-priority projects as strategic needs evolve.

Skills

Strategic program management

Management consulting

Corporate strategy

Business operations

Executive storytelling

Education

Bachelor's degree in Business/Operations/Communications

Tools

Microsoft 365

PowerPoint

Excel

Word

Teams

Asana/Jira/Smartsheet

Job description

Client Services Strategy Lead

Reporting directly to the SVP Client Services (SVP CS); the Strategy Lead serves as a high-impact operational partner and strategic driver for the SVP CS and the broader Client Services leadership team. Positioned at the center of strategy and execution, this role focuses on supporting the SVP CS and broader organization in shaping, structuring, and executing our long-term Client Services Strategy, leading complex cross-functional initiatives. This role also supports the SVP CS in creating executive and team presentations, delivering critical executive and Board-level materials, and managing our overall Client Services transformation plan.

If you are an ambitious, structured thinker with exceptional program management skills, a strategic and growth mindset, a bias for action, and willingness to roll up your sleeves then this role offers direct exposure to executive decision-making and organizational transformation.

What You'll Do

• Partner closely with the Client Service leadership team to translate high-level vision into actionable multi-year roadmaps and operational plans for the Client Services Strategy.
• Create and manage executive and team presentations for the SVP CS and the broader Client Services leadership team, including C-Suite and Board presentations, Compensation Committee materials, executive leadership updates, and functional all-hands meetings.
• Own and manage the overall Client Services transformation plan, driving complex, multi-faceted initiatives across the organization and tracking progress, dependencies, risks, and outcomes against plan.
• Develop clear project architecture-charters, milestone tracking, risk mitigation strategies, decision logs, and retrospectives.
• Facilitate strategic alignment across key business partners, including Finance, Legal, Marketing, IT, Sales and Product & Engineering.
• Execute discrete strategic research, competitive benchmarking, and process design initiatives to evaluate and solve complex organizational challenges.
• Synthesize raw data, market trends, and organizational sentiment into concise, executive-ready memos and recommendations.
• Act as an agile problem-solver, stepping in to lead high-priority, sometimes special and emerging projects as strategic needs evolve.

What You Will Need:

• Bachelor's degree in Business, Operations, Communications, or a related field.
• 4+ years of experience in strategic program management, management consulting, corporate strategy, or a business operations role.
• Advanced proficiency in Microsoft 365 (PowerPoint, Excel, Word, Teams)-with proven ability to create visually compelling, executive-ready presentations and financial/operational data models.
• Exceptional written and verbal communication skills, with a track record of framing complex ideas simply for executive audiences.
• Superior organizational skills, sharp analytical thinking, and the ability to manage cross-functional priorities in a fast-paced environment.
• High emotional intelligence, discretion, and executive presence when dealing with confidential and high-stakes matters.

Preferred

• Advanced skills leveraging Claude or other generative AI platforms to streamline research, analysis, and strategic content creation.
• Prior experience in management consulting, Client Services or Customer Success operations, transformation program leadership, or directly supporting a C-suite leader.
• Professional familiarity with project governance tools (e.g., Asana, Jira, Smartsheet).

What you will gain:

At Intapp, you'll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You'll be part of a growing public company, with a modern work environment that's connected yet flexible and where your professional growth and well-being are top priorities. We'll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork.

Here, you will have the opportunity to:

• Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
• Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
• Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.

Join us and be a part of a collaborative and welcoming culture where