Client Success Analyst

Intapp; Charlotte (NC); On-site; USD 60,000 - 85,000; Full time

Job summary

Intapp is hiring a Client Success Analyst in Charlotte, NC to handle client inquiries and provide high-level technical support within the Intapp user community.

The role emphasizes learning DealCloud products, offering best practices, and delivering excellent solution quality. Strong Windows OS and Office skills, plus Zendesk/SQL familiarity, are valued as part of a collaborative, growth-oriented team.

Qualifications

• Client Success or Technical/Product Support experience required.
• Competency with Windows OS and Microsoft Office suite required.
• An undergraduate business, computer science degree or other related degrees.
• Strong written and verbal communication skills, and be able to work effectively in partnership with clients.
• Superior troubleshooting, evaluative, and technical problem-solving abilities.
• Self-motivated, strong work ethic, and a "whatever it takes to get it done" mentality.
• Willingness to roll-up up your sleeves to get the job done while contributing to the overall success of the company.
• Strong organizational skills and is an effective planner.
• Experience with Zendesk & SQL is a plus!

Responsibilities

• Consultative Support: The Analyst is expected to fully learn the Intapp DealCloud products and services, and will be responsible for offering client best practices and a consultative approach to ongoing client support
• Client Education: Assist clients with questions regarding training, platform configuration, work flow and new processes
• Quality: The Analyst will be responsible for delivering an exceptional level of solution quality in the eyes of our clients

Skills

Client success

Technical support

Windows OS

MS Office

Communication

Education

Undergraduate degree in business or CS

Tools

Zendesk

SQL

Job description

The Client Success Analyst will handle client inquiries while providing a high level of technical support to the Intapp user community. This full-time position offers a strong career growth opportunity to develop valuable skills working among an enthusiastic team in Charlotte, NC. The analyst will ensure all high priority issues are addressed in a timely and efficient manner.

What you will do

• Consultative Support: The Analyst is expected to fully learn the Intapp DealCloud products and services, and will be responsible for offering client best practices and a consultative approach to ongoing client support


• Client Education: Assist clients with questions regarding training, platform configuration, work flow and new processes


• Quality: The Analyst will be responsible for delivering an exceptional level of solution quality in the eyes of our clients

What you will need

• Client Success or Technical/Product Support experience required


• Competency with Windows OS and Microsoft Office suite required


• An undergraduate business, computer science degree or other related degrees


• Strong written and verbal communication skills, and be able to work effectively in partnership with clients


• Superior troubleshooting, evaluative, and technical problem-solving abilities


• Self-motivated, strong work ethic, and a \"whatever it takes to get it done\" mentality


• Willingness to roll-up up your sleeves to get the job done while contributing to the overall success of the company


• Strong organizational skills and is an effective planner


• Experience with Zendesk & SQL is a plus!

What you will gain at Intapp

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.

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.

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. Intapp 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/.