Client Services Strategy Lead

INTEGRATION APPLIANCE, INC.; New York (NY); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Professional development support

Free lunches

Wellness benefits

Volunteer time off and donation-m

Job summary

Intapp in New York seeks a Client Services Strategy Lead to shape and execute a long-term Client Services strategy, partnering with the SVP CS to drive multi-year roadmaps and transformation programs across Finance, Legal, Marketing, IT, Sales and Product & Engineering. You will prepare executive and Board materials and help manage governance and progress updates.

The role requires 4+ years in strategic program management, strong communication, an agile mindset, and the ability to operate across

Qualifications

• 4+ years of strategic program management or related roles.
• Advanced proficiency in Microsoft 365 for executive presentations and data models.
• Excellent written and verbal communication with executive audiences.
• Strong organization, analytical thinking, and cross-functional prioritization.
• Experience supporting C-suite leaders or transformation programs is preferred.

Responsibilities

• Translate vision into multi-year roadmaps and operational plans.
• Create executive and Board materials and present to leadership.
• Manage the overall transformation plan with risk and dependency tracking.
• Lead strategic research, benchmarking, and process design initiatives.
• Act as agile problem-solver on high-priority projects.

Skills

Strategic program management

Executive communication

Cross-functional collaboration

AI-enabled strategy tools (Claude)

Education

Bachelor's degree in Business/Operations/Communications

Tools

Asana

Jira

Smartsheet

Job description

Client Services StrategyLead

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 organizationin 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 strategicand growthmindset, a bias for action,and willingness to roll up your sleeves thenthis role offers direct exposure to executive decision-making and organizational transformation.

What You’ll Do

Partner closely with the Client Service leadership teamto 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 andmanage the overall Client Services transformation plan, driving complex, multi‑faceted initiatives across theorganization 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,Salesand 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 andemerging projects as strategic needsevolve.

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

• 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.

Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included.

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.

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 June30, 2021 (NASDAQ: INTA). Alongside a global ecosystem of partners, Intapp accelerates innovation and integration, ensuring our clients are always at the forefront of transformation.