Industry Client Success Lead, Accounting & Consulting

INTEGRATION APPLIANCE, INC.; New York (NY); On-site; USD 180,000 - 230,000; Full time

Benefits offered by this job

Wellness program

Paid time off

Volunteer time off

Donation matching

Job summary

Intapp is seeking a senior Industry Client Success Lead to drive health and growth of a strategic portfolio across accounting and consulting clients. You will lead a team, own account planning, escalate high-risk issues, and partner with Sales on renewal strategies to maximize retention and expansion.

You will build executive relationships, run QBRs, coach the team, and serve as the customer voice to product and leadership. A data-driven, cross-functional leader will thrive here.

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 a track record of developing talent.

Responsibilities

• Own account planning and QBR execution across your portfolio, identifying risks and opportunities.
• Lead escalation management for high-risk accounts and drive timely resolutions.
• Partner with sellers on deal strategy, renewal forecasting, and structuring large strategic deals.
• Build executive relationships and coach your team to engage stakeholders at the right levels.
• Develop and coach a team of client success professionals through weekly 1:1s and career development conversations.

Skills

Client success leadership

Account management

Cross-functional collaboration

Coaching & development

Data-driven

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:

• 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:

• 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.

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.

We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/.

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.

Intapp will never urge for financial information of any kind or for any payment during the job application process. Intapp will only communicate with candidates via an email address that contains "@intapp.com" or "@dealcloud.com". Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings.