Senior Manager, Client Advocacy and References

INTEGRATION APPLIANCE, INC.; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Intapp seeks a Senior Client Advocacy and References Manager to build and scale our client advocacy infrastructure in a role that spans sales, marketing, and client success. You will own the enterprise client reference program and govern the advocacy platform, ensuring timely, relevant client voices are available to reduce sales cycle friction and accelerate pipeline.

You will grow a diverse advocate population using signals like NPS/CSAT, collaborate with cross-functional teams, and deliver

Qualifications

• 5–7 years of experience building and managing program infrastructure.
• Experience across sales, customer success, and marketing in a matrixed org.
• Ability to design fixes and drive adoption with minimal authority.
• Strong written and verbal communication across senior leadership.
• Comfort with ambiguity and building structure where none exists.

Responsibilities

• Own operating model for enterprise client advocacy program and governance.
• Identify, onboard, engage, and recognize client advocates.
• Coordinate advocacy across business units and drive platform adoption.
• Rollout and manage advocacy platform as system of record for references.
• Enable reference fulfillment for sales and analyst relations efficiently.
• Grow advocate population using signals like NPS and CSAT.
• Monitor participation, fill gaps, and ensure representative advocate base.
• Partner with events, marketing, and sales to feature client speakers.
• Own reporting on advocate pipeline, coverage, and participation metrics.
• Track health indicators and report performance to leadership.
• Drive process improvements and organizational enablement.

Skills

Program management

Go-to-market coordination

Cross-functional

Stakeholder comms

Ambiguity management

CRM familiarity

Tools

CRM platforms

Reference management platforms

Job description

Senior Client Advocacy and References Manager Intapp serves professional firms across highly regulated industries, and client relationships are among our most valuable assets. As Senior Client Advocacy and References Manager, you will build brand authority and drive pipeline by creating, maintaining, and scaling the advocacy infrastructure that lets Intapp engage those relationships consistently, serving both the client and the business. You will own the enterprise client reference program and the broader advocacy program that sustains it. The reference program is the core: a structured, operational capability that gives sales, marketing, and other teams access to the right client voices at the right time, without overburdening individual advocates. The advocacy program is the infrastructure behind it, including the operating model, advocate population, participation standards, platform, and reporting that allow the broader organization to participate effectively.

What you will do

• Own and maintain the operating model for Intapp's enterprise client advocacy program, including intake processes, participation criteria, and program governance.
• Establish and enforce standards for how client advocates are identified, onboarded, engaged, and recognized across the organization.
• Serve as the primary coordination point for advocacy across the business, and drive internal adoption of program processes so the broader organization participates effectively.
• Lead the rollout and ongoing management of the advocacy platform that will serve as the system of record for reference fulfillment and advocate engagement, including configuration, user enablement, and adoption.
• Create and oversee processes that enable reference fulfillment for sales, analyst relations, and other teams requiring client validation, matching requests to the right advocates efficiently and without overburdening individual clients.
• Develop and grow the advocate population by creating automations to identify advocates and working with client success and account teams, using signals such as NPS and CSAT data, to find clients who are positioned and willing to participate.
• Monitor participation levels and engagement patterns to identify gaps and keep the advocate pool healthy, balanced, and representative of Intapp's client base.
• Partner cross-functionally with the events, marketing, and sales teams to identify and feature client speakers and voice at Intapp-hosted events and industry conferences.
• Own program reporting, including advocate pipeline, coverage gaps, reference activity, fulfillment rates, and client participation metrics.
• Track program health indicators over time and give leadership a clear, honest view of program performance.
• Identify opportunities to improve the program, including process efficiency, advocate experience, and organizational enablement, and drive those improvements to completion.

What you will need

• 5‑7 years of experience, including a demonstrated ability to build and manage program infrastructure: intake processes, reference tracking systems, participation frameworks, and reporting cadences.
• Experience working across go‑to‑market functions (sales, customer success, and marketing) and coordinating shared workflows in a matrixed organization, plus familiarity with reference management platforms or CRM‑based tracking tools.
• Strong program management instincts: you can see where a process is breaking down, design a fix, and get others to adopt it.
• A collaborative approach that builds trust with client‑facing teams and influences without direct authority, with the ability to work across all levels of the organization, including senior leadership, and exercise influence diplomatically to drive alignment.
• Clear written and verbal communication: you can explain program value to a skeptical sales rep and to a senior leader in the same week.
• An organized, systematic approach: you track what matters, follow through reliably, and don't let details fall through the cracks.
• Comfort with ambiguity and the ability to build structure in an environment that doesn't yet have it.
• Experience in highly regulated industries or professional services markets is a plus.

How we will measure success

• Advocate pipeline health: a growing, balanced population of client advocates that represents the breadth of Intapp's enterprise client base.
• Reference fulfillment: on‑time, well‑matched reference delivery for sales and other internal stakeholders, with low cycle times and minimal advocate fatigue.
• Internal adoption: measurable participation from customer success, sales, and other functions in program processes, rather than a bottleneck owned by one person.
• Program reporting: a clear, consistent reporting cadence that gives leadership visibility into program activity, participation trends, impact, and outcomes.

What you will gain

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. 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.

Here, you will have the opportunity to:

• 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.

Please note: 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.

We will never ask for financial information of any kind or for any payment during the job application process.

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

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 is a global leader building 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. The platform 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.