Client Success Manager, Accounting & Consulting

Intapp; Charlotte, Northern (NC, KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Free lunches

Fully stocked kitchens

Wellness program

Volunteer time off

Donation matching

Job summary

Intapp is seeking a Client Success Manager, Accounting and Consulting, to act as a trusted advisor to accounting and consulting firms leveraging Intapp DealCloud and related products. You will monitor adoption, guide configurations, and manage client health across a portfolio.

You’ll lead data-driven success plays, address at-risk accounts, advise on integrations, and collaborate with Account Managers to drive renewals and expansion of use cases.

Qualifications

• Experience in SaaS client success across multiple integrated products.
• Ability to discuss a client’s industry, use cases, and workflows.
• Comfort with renewals and sales exposure while maintaining technical fluency.

Responsibilities

• Monitor adoption data, usage trends, and engagement signals to create outcomes-focused success plans.
• Run data-triggered plays around usage milestones, risk signals, and renewal timing.
• Identify at-risk accounts early and lead remediation or expansion actions.
• Advise clients on configuration, integrations, and best practices; confirm solutions meet needs.
• Partner with Account Managers and present health metrics in reviews.

Skills

Client success

SaaS

Data analysis

Consultative selling

Communication

Tools

DealCloud

CRM software

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***As a Client Success Manager, Accounting and Consulting, you can expect to:** 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. To apply for this Client Success Manager, Accounting and Consulting role, you will ideally have:** 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.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-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.*