Industry Client Success Lead, Accounting & Consulting

Intapp; Massachusetts; On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Professional development

Office meals

Wellness & time off

Job summary

Intapp is seeking an Industry Client Success Lead, Accounting & Consulting to drive the health and growth of a portfolio of client relationships within its professional services verticals. You will lead a team, own account planning, escalation management, and renewal forecasting, while building executive relationships and guiding the voice of the customer into product and leadership.

This role requires strong cross-functional collaboration, data-driven decision making, and a track record of

Qualifications

• Experience leading client success or account management teams in a B2B SaaS environment.
• Strong operational instincts with KPI tracking and CRM hygiene.
• Proven ability to manage complex escalations and cross-functional partnerships.
• Coaching mindset with track record of developing talent and teams that execute independently.
• Familiarity with accounting or consulting industries is a strong plus.

Responsibilities

• Own account planning and QBR execution across your portfolio, identifying risks and opportunities and communicating findings to leadership and Sales partners.
• Lead escalation management for high-risk accounts with cross-functional urgency and timely resolution.
• Partner with sellers on deal strategy, renewal forecasting, and structuring large strategic deals.
• Build and maintain executive relationships across key accounts and coach your team to engage stakeholders at the right levels.
• Develop and coach a team through weekly 1:1s, onboarding support, and career development conversations.

Skills

Client success leadership

Account management

SaaS industry knowledge

Cross-functional collaboration

Executive relationship management

CRM reporting

Tools

CRM software

Job description

The Industry Client Success Lead, Accounting & Consulting is a senior leadership role responsible for the health and growth of a portfolio of client relationships across Intapp's professional services verticals. This role sits at the intersection of strategy and execution — partnering with cross-functional leaders across Sales, Product, and Business Units to drive outcomes that matter for clients and for the business. Your work directly shapes client retention, expansion, and Intapp's reputation as a long-term partner to the firms we serve.

In this role, you will lead a team of client success professionals, owning everything from account planning and escalation management to deal strategy and renewal forecasting. You will build executive relationships, run QBRs, coach your team on account management fundamentals, and serve as the primary voice of the customer into product and leadership. This position requires strong cross-functional collaboration, a data-driven operating style, and a track record of building high-performing CS teams.

What you will do:

As an Industry Client Success Lead, Accounting & Consulting you can expect to:

• Own account planning and QBR execution across your portfolio — identifying risks, opportunities, and capacity needs, and communicating findings to leadership and Sales partners.
• Lead escalation management for high-risk accounts, ensuring cross-functional urgency, executive awareness, and timely resolution with no surprises.
• Partner with sellers on deal strategy, renewal forecasting, and structuring large strategic deals to optimize client success and consumption plans.
• Build and maintain executive relationships across key accounts, and coach your team to engage stakeholders at the right levels to drive measurable outcomes.
• Develop and coach a team of client success professionals through weekly 1:1s, performance feedback, onboarding support, and career development conversations.

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 Industry Client Success Lead, Accounting & Consulting role, you will ideally have:

• Experience leading client success or account management teams in a B2B SaaS environment, with a demonstrated ability to drive retention, expansion, and executive engagement.
• Strong operational instincts — comfortable building execution strategies, tracking KPIs, and holding teams accountable to CRM hygiene and reporting standards.
• Proven ability to manage complex escalations, navigate cross-functional partnerships, and drive issues to resolution with urgency.
• A coaching mindset with a track record of developing talent, running structured 1:1s, and building teams that can execute independently.
• Familiarity with the accounting or consulting industry — including how firms operate, buy software, and measure success — is a strong plus.
• Comfort operating in a matrixed environment — influencing across Sales, Product, and BU leadership without direct authority.

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.

• 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 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.