Client Success Manager - Real Assets

INTEGRATION APPLIANCE, INC.; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

Intapp is expanding its Client Success team and seeks a Client Success Manager with deep real estate industry roots to own strategic client relationships. You will onboard clients, drive adoption, monitor usage, and identify expansion opportunities across SMB, Mid-Market and Enterprise accounts.

You will collaborate with Product, Engineering, and Sales to forecast renewals, communicate feedback, and deliver ongoing value across the lifecycle.

Qualifications

• 1-3 years in a Customer Success or Account Management role in a SaaS environment.
• Direct experience with real estate firms or Proptech is a strong plus.
• Strong communication and ability to drive renewals and expansions.
• Comfort serving as a technical resource and collaborating with Product & Engineering.

Responsibilities

• Own post-sale relationships across SMB, Mid-Market, and Enterprise accounts to drive renewals and expansions.
• Develop consultative engagement strategies including business reviews and planning.
• Capture client feedback for roadmap planning and translate into business impact statements.
• Forecast renewals, flag risks, and partner with Sales on upsell/cross-sell strategies.
• Lead implementations and onboarding, training both technical and non-technical users.

Skills

Customer Success

Account Management

SaaS

Renewals

Retention

Upsell

CRM

Cross-functional collaboration

Tools

CRM Systems

Support Ticketing Systems

Implementation Workflows

Job description

Client Success Manager Intapp is expanding our Client Success team, and we're looking for a Client Success Manager with deep roots in the real estate industry to own and grow strategic relationships with our clients. In this role, you'll be responsible for onboarding, driving adoption, monitoring usage, and identifying opportunities for expansion across our SMB, Mid-Market and Enterprise accounts. You'll play a central role in ensuring client satisfaction and long-term retention - balancing hands-on implementation training with white-glove client success initiatives. You'll collaborate closely with Product, Engineering, and Sales to communicate feedback, forecast renewals, and deliver value across the client lifecycle. If you know the real estate industry inside and out, enjoy creating structure in fast-moving environments, and love building deep relationships with clients, we'd love to talk.

What you'll do:

• Own the full post-sale client relationship across SMB, Mid-Market, and Enterprise accounts - driving renewals, identifying expansion opportunities, preventing churn, and serving as the primary point of contact throughout the client lifecycle.
• Develop and deliver consultative engagement strategies including business reviews, strategic planning, and proactive support for Mid-Market and Enterprise accounts, while building scalable, automated playbooks for SMB customers.
• Act as the voice of the client to Product and Engineering - systematically capturing feature requests and pain points with clear business impact statements, advocating during roadmap planning, and closing the loop with clients on outcomes.
• Maintain deep visibility into account health, usage patterns, contract timelines, and stakeholder alignment to accurately forecast renewals, flag risk early, and partner with Sales on targeted upsell and cross-sell strategies.
• Lead and support client implementations and onboarding, confidently training both technical and non-technical users to drive adoption and ensure clients realize value quickly.

What you'll need:

• 1-3 years of experience in a Customer Success or Account Management role in a SaaS environment, with a track record of owning renewals and driving retention across accounts of varying size and complexity.
• Direct experience at or serving real estate firms - whether investment managers, private equity real estate, asset managers, developers, or brokerages. You understand how these organizations operate, how deals flow, and what their teams actually need from technology.
• Experience with proptech, real assets software, or real estate data platforms is a strong plus.
• Technical proficiency - comfortable navigating complex software configurations, integrations, and implementation workflows, and able to serve as a credible technical resource for clients and internal teams alike.
• Strong commercial instincts - proven ability to identify upsell and cross-sell opportunities, communicate value to senior decision makers, and collaborate effectively with Sales to execute expansion strategies.
• Highly organized self-starter with excellent prioritization skills, experience with CRM and support ticketing systems, and the ability to create structure and manage a complex book of business independently.

Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included.

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.

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.

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.