Client Success Lead - Financial Services & DealCloud

Intapp; Charlotte (NC); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Equity

Parental leave

Benefits package

Tuition reimbursement

Wellness programs

Volunteer time off

Job summary

Intapp is seeking aClient Success Manager, Financial Services in Charlotte, NC. This position sits on the Global Client Success Financial Services Industry team, acting as a generalist with DealCloud depth and a focus on adoption, value realization, and long-term partnerships across portfolios.

The role requires coordinating with client success teammates and account managers to align success plans with commercial priorities, while engaging with clients at all levels and driving measurable

Qualifications

• 3+ years of experience in client success or account management in financial services.
• Expertise with Intapp DealCloud or equivalent deal management/CRM tech.
• Strong consultative and communication skills: listen, influence, navigate complex orgs.
• Strong analytical skills and ability to synthesize input into clear client-facing recommendations.
• Able to travel up to 10% of the year for events.

Responsibilities

• Serve as a resource and shared point of accountability for client health across engaged clients, translating adoption data into actionable plans.
• Identify at-risk accounts early and lead remediation or expansion efforts to protect and grow relationships.
• Participate in client business reviews, presenting health metrics and recommendations.
• Drive success plays across onboarding, adoption, and feature enablement.
• Be the voice of the customer for new features and priorities, especially DealCloud.

Skills

Client success

Account management

Analytical thinking

Education

Bachelor's degree

Tools

DealCloud

CRM platforms

Microsoft 365

Salesforce

Microsoft Teams

Job description

Intapp is seeking aClient Success Manager, Financial Services in Charlotte, NC. This position sits on the Global Client Success Financial Services Industry team, acting as a generalist with DealCloud depth and a focus on adoption, value realization, and long-term partnerships across portfolios.

The role requires coordinating with client success teammates and account managers to align success plans with commercial priorities, while engaging with clients at all levels and driving measurable