Client Success Manager, Legal

ResMed Inc.; United States; Remoto; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

Intapp seeks a Client Success Manager in a remote US Central/West role. You will guide professional services clients to maximize value from Intapp products and expand usage across their firms. Strong Microsoft 365/Teams proficiency and a customer-centric mindset are essential.

You will monitor adoption signals, craft repeatable success plays, and collaborate with internal teams to ensure solutions meet client needs while driving retention and longer-term partnerships.

Competenze

• 5+ years of experience in client success serving professional services firms, ideally in the legal industry.
• Experience using adoption and usage data to drive structured, playbook-driven outreach programs.
• Ability to build product proficiency quickly and continue learning new solutions over time.
• Strong consultative and communication skills: ability to listen carefully and influence.
• Strong analytical skills and ability to synthesize input from multiple sources into clear client-facing recommendations.
• Resourceful problem-solver with results orientation and strong time management discipline.
• Bachelor’s degree required.
• Preferred familiarity with professional services firms, ideally law firms, and how they operate.
• Experience across Intapp's broader product suite, or equivalent enterprise software in the professional services space.
• Experience with customer success or engagement platforms used to trigger and track outreach at scale.
• Experience in a publicly traded, growth-stage software company.

Mansioni

• Monitor adoption data, usage trends, health and engagement signals across a tier of legal clients to identify where proactive outreach will drive retention and value.
• Execute data-triggered success plays — structured, repeatable outreach motions tied to usage milestones, risk signals, or renewal timing — to drive adoption and retention at scale.
• Leverage skills, expertise, and client feedback to identify and build new success plays to drive incremental value for our clients.
• Serve as a responsive point of contact for client inquiries, advising on product usage, configuration, and best practices.
• Build proficiency in an initial Intapp solution, then progressively expand expertise across the broader Intapp product suite.
• Consult with clients post-deployment to ensure they capitalize on available solution features and that implemented solutions meet their organizational needs.
• Reinforce and expand knowledge of Intapp's product portfolio, competitive landscape, and industry dynamics on an ongoing basis.

Conoscenze

Microsoft 365

Teams

Consultative communication

Analytical thinking

Customer success

Formazione

Bachelor’s degree

Strumenti

iManage

NetDocuments

Intapp applications

Descrizione del lavoro

Client Success Manager, Legal Remote US Central/West

About the role

The Client Success Manager, Legal is an individual contributor on Intapp’s Client Success Legal Industry team, responsible for driving adoption and solution optimization across a tier of accounts. You will proactively guide clients to unlock the value of their investment in Intapp products. This role is a generalist across Intapp's product suite with depth of expertise with Microsoft 365 and Teams required; familiarity with iManage, NetDocuments, Intapp applications a distinct advantage. Success in this role turns clients into long-term partners — firms that are fully realizing their Intapp investment, expanding what they do with the platform, and influencing peers in their markets. The Client Success Manager operates as a trusted advisor to client stakeholders and serves as the voice of the customer internally to our product and account teams.

What you will do:

• Monitor adoption data, usage trends, health and engagement signals across a tier of legal clients to identify where proactive outreach will drive retention and value.
• Execute data-triggered success plays — structured, repeatable outreach motions tied to usage milestones, risk signals, or renewal timing — to drive adoption and retention at scale.
• Leverage skills, expertise, and client feedback to identify and build new success plays to drive incremental value for our clients.
• Serve as a responsive point of contact for client inquiries, advising on product usage, configuration, and best practices.
• Build proficiency in an initial Intapp solution, then progressively expand expertise across the broader Intapp product suite.
• Consult with clients post-deployment to ensure they capitalize on available solution features and that implemented solutions meet their organizational needs.
• Reinforce and expand knowledge of Intapp's product portfolio, competitive landscape, and industry dynamics on an ongoing basis.

What you will need:

• 5+ years of experience in client success serving professional services firms, ideally in the legal industry.
• Experience using adoption and usage data to drive structured, playbook-driven outreach programs.
• Ability to build product proficiency quickly and continue learning new solutions over time.
• Strong consultative and communication skills: ability to listen carefully and influence.
• Strong analytical skills and ability to synthesize input from multiple sources into clear client-facing recommendations.
• Resourceful problem-solver with results orientation and strong time management discipline.
• Bachelor’s degree required.
• Preferred Familiarity with professional services firms, ideally law firms, and how they operate.
• Experience across Intapp's broader product suite, or equivalent enterprise software in the professional services space.
• Experience with customer success or engagement platforms used to trigger and track outreach at scale.
• Experience in a publicly traded, growth-stage software company.

What you will gain at Intapp

• 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.

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.

Equal Employment Opportunity Statement

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.