Client Services Strategy Lead

Intapp; New York (NY); Híbrido; USD 120.000 - 170.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Wellness program

Flexible time off

Volunteer time off

Descripción de la vacante

Intapp, a leading technology solutions provider, seeks a Client Services Strategy Lead in New York. The role partners with the SVP CS to shape and execute long-term Client Services strategy, translating vision into actionable roadmaps and cross-functional plans.

You will craft executive-ready memos, manage the transformation program, and drive multi-year initiatives across Finance, Legal, Marketing, IT, and Product & Engineering. The ideal candidate has strong PM skills and executive presence.

Formación

• Bachelor's degree in Business, Operations, Communications, or related field.
• 4+ years of experience in strategic program management, management consulting, corporate strategy, or business operations.
• Advanced proficiency in Microsoft 365 with ability to create executive-ready presentations and data models.
• Preferred experience with Claude or other generative AI platforms for research and content creation.
• Experience supporting C-suite executives and leading transformation programs.
• Familiarity with project governance tools such as Asana, Jira, Smartsheet.

Responsabilidades

• Partner with Client Service leadership to translate vision into multi-year roadmaps and plans.
• Create and manage executive presentations and Board materials.
• Own and manage the Client Services transformation plan with progress tracking and risk management.
• Develop project charters, milestones, risk mitigation, and decision logs.
• Coordinate with Finance, Legal, Marketing, IT, and Product & Engineering for alignment.
• Lead strategic research, benchmarking, and process design to solve organizational challenges.
• Synthesize data and trends into concise executive memos and recommendations.
• Step in as an agile problem-solver on high-priority projects.

Conocimientos

Strategic program management

Executive communication

Cross-functional collaboration

Analytical thinking

Educación

Bachelor's degree in Business, Operations, Communications, or related field

Herramientas

Microsoft 365 (PowerPoint, Excel, Word, Teams)

Asana

Jira

Smartsheet

Claude / AI platforms

Descripción del empleo

## Client Services Strategy LeadApply: Hybrid (Partially Remote): US NY New York: Full time: Posted Today: R2025457**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 your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of. #LI-ES1*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.**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.*