Data-Driven Client Success Manager, Accounting & Consulting

Intapp; Georgia; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Complimentary lunches

Fully stocked kitchens

Wellness program

Flexible time off

Volunteer time off

Donation matching program

Job summary

Intapp is seeking a Client Success Manager, Accounting and Consulting to enable accounting and consulting firms to renew with confidence and expand their use of the platform.

In this individual contributor role, you will monitor adoption, run success plays, advise on configuration and integrations, and partner with Account Managers to present health metrics and drive outcomes for clients.

Qualifications

• Client success experience in a SaaS environment
• Consultative approach to discuss industry, use cases, and workflows
• Conversational understanding of APIs and integrations
• Experience using adoption and usage data to drive structured outreach
• Comfort with renewals or sales exposure and strong communication skills

Responsibilities

• Monitor adoption data, usage trends, and engagement signals across your portfolio and turn them into clear success plans tied to client outcomes
• Run data-triggered success plays around usage milestones, risk signals, and renewal timing
• Identify at-risk accounts early and lead remediation or expansion strategies
• Advise clients on product usage, configuration, integrations, and best practices post-deployment
• Partner with Account Managers to present health and adoption metrics in client reviews

Skills

SaaS client success

Data-driven

Account management

Tools

Intapp DealCloud

Job description

Intapp is seeking a Client Success Manager, Accounting and Consulting to enable accounting and consulting firms to renew with confidence and expand their use of the platform.

In this individual contributor role, you will monitor adoption, run success plays, advise on configuration and integrations, and partner with Account Managers to present health metrics and drive outcomes for clients.