Client Success Manager, Accounting & Consulting

INTEGRATION APPLIANCE, INC.; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Complimentary lunches

Fully stocked kitchens

Wellness program

Flexible time off

Family-formation benefits

Volunteer time off

Donation matching

Job summary

INTEGRATION APPLIANCE, INC. is seeking a Client Success Manager, Accounting and Consulting to act as a trusted advisor to accounting and consulting firms using Intapp products.

You will monitor adoption, run success plays, and lead responses for at‑risk accounts, while guiding clients on configuration and best practices across DealCloud and related tools. You will collaborate with account managers, analyze usage data, and drive renewals and expansions with a consultative, data‑driven approach.

Qualifications

• Experience in a SaaS client success role serving professional services.
• Ability to discuss a client’s industry, use cases, and workflows, not just product features.
• Understanding of APIs and integrations for connected product ecosystems.
• Experience turning adoption and usage data into actionable recommendations.
• Comfort with renewals or sales exposure alongside technical fluency.
• Strong communication and ability to manage a fast-moving portfolio.

Responsibilities

• Monitor adoption data, usage trends, and engagement signals; craft success plans with business outcomes.
• Run data-triggered success plays around usage milestones and renewal timing.
• Identify at‑risk accounts early and lead remediation or expansion efforts.
• Advise clients on product usage, configurations, and integrations; confirm solutions meet needs.
• Present health and adoption metrics to Account Managers in client reviews; represent client needs to product teams.

Skills

SaaS client success

Consultative selling

Data analytics

API & integrations

Renewals & upsell

Cross-functional collaboration

Communication skills

Tools

Intapp DealCloud

CRM systems

Job description

The Client Success Manager, Accounting and Consulting is an individual contributor on Intapp’s Client Success team for the Accounting and Consulting industry. You will help accounting and consulting firms get full value from their Intapp investment, so they renew with confidence, expand their use of the platform, and become long‑term partners. You will act as a trusted advisor to client stakeholders and as the voice of the customer to our product and account teams. You will support engaged clients across a suite of Intapp products, with deep expertise in Intapp DealCloud and a growing command of the broader portfolio. Day to day, you will monitor adoption and health data, run structured success plays, advise clients on configuration and best practices, and lead the response when an account shows risk. This is a client success role with a consultative, commercially aware edge, built for people who like working with data, integrations, and firm leaders.

What you will do

• Monitor adoption data, usage trends, and engagement signals across your portfolio, and turn them into clear success plans tied to client business outcomes.
• Run data-triggered success plays around usage milestones, risk signals, and renewal timing, and build new plays from client feedback.
• Identify at‑risk accounts early and lead the response, whether that is a remediation plan, an expanded use case, or an executive escalation.
• Advise clients on product usage, configuration, integrations, and best practices, and consult with them after deployment to confirm solutions meet their needs.
• Partner with Account Managers and present health and adoption metrics in client business reviews, while representing client needs to product and development teams.

What you will need

Intapp is looking for intellectually curious, self‑motivated professionals who like to get hands‑on to contribute to the overall success of the business and their team.

• Client success experience in a SaaS environment, ideally one that supports multiple integrated products and clients in professional services.
• A consultative approach: the ability to discuss a client’s industry, use cases, and workflows, not just product features.
• A conversational understanding of APIs and integrations, since many of our clients run several connected Intapp products.
• Experience using adoption and usage data to drive structured, playbook-driven outreach, plus the analytical skills to turn multiple inputs into clear recommendations.
• Comfort with the commercial side of client relationships, including renewals or sales exposure, balanced with technical fluency.
• Strong communication skills, the ability to learn new products quickly, and the resourcefulness to manage a pooled, fast-moving portfolio.
• Experience with Intapp DealCloud or comparable CRM or deal management technology, or knowledge of how accounting and consulting firms operate, 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.

#LI-SF1 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. 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.