Client Success Manager (Accounting & Consulting)

Intapp; Florida; On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Time off

Flexible work

Medical benefits

Savings plans

Parental leave

Career growth

Job summary

Intapp is seeking a Client Success Manager for the Accounting and Consulting industry to act as a trusted advisor to client stakeholders and to maximize value from the Intapp platform.

You will monitor adoption and health data across your portfolio, run structured success plays, and guide configuration and best practices. Collaboration with Account Managers and product teams is essential to renewals and expand usage.

Qualifications

• Experience in SaaS client success, preferably in professional services.
• Proven ability to use adoption/usage data to drive outreach and renewals.
• Strong communication and consultative skills with client leadership.
• Familiarity with APIs and integrations across multiple products.
• Experience with DealCloud or comparable CRM/Deal management tools.

Responsibilities

• Monitor adoption data, usage trends, and engagement signals across your portfolio.
• Run data-triggered success plays and improve playbooks.
• Advise clients on configuration, integrations, and best practices.
• Lead remediation plans for at-risk accounts and drive renewals or expansion.
• Partner with Account Managers to present health metrics in reviews to clients.

Skills

SaaS customer success

Data analysis

Account management

Communication skills

Consultative selling

API integrations

Cross-functional collaboration

Tools

DealCloud

CRM software

APIs

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
• 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
• 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

Benefits

• Time away: In addition to generous paid time off, we recognize most major regional holidays.
• Flexibility: Intapp provides a highly flexible work environment to help employees successfully juggle work, wellness, and personal obligations.
• Wellness: Wellness is about being healthy and balanced in all areas of your life. We provide medical benefits for you and your family that offer quality, flexibility, and value.
• Saving and investing: We offer a variety of savings and investment programs to help you plan for the future and reach your financial goals.
• Family: We strive to be a great place to work for those with families. Benefits like paid parental leave, including adoptive leave, make it easier to take time off to welcome your new addition.
• Growth: We offer a variety of trainings and opportunities to help you increase your knowledge, build new skills, and take charge of your career.

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