Senior Manager, Client Advocacy and References

Intapp, Inc.; Charlotte (NC); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Professional development

Wellness program

Volunteer time off

Donation matching

Job summary

Intapp, Inc. is seeking a Senior Client Advocacy and References Manager in Charlotte, NC to own the enterprise client advocacy program and the reference program, ensuring coordinated implementation across sales, marketing, and client success teams.

You will develop and scale the advocacy infrastructure, including intake processes, advocate population growth, platform configuration, and program governance. This role emphasizes collaboration, process improvement, and measurable program health

Qualifications

• 5–7 years building and managing program infrastructure.
• Experience across sales, customer success, and marketing.
• Ability to influence without direct authority.
• Strong written and verbal communication.
• Comfort working in regulated industries or professional services is a plus.

Responsibilities

• Own and maintain the operating model for the enterprise client advocacy program, including intake processes, participation criteria, and governance.
• Lead rollout and ongoing management of the advocacy platform and reference fulfillment processes.
• Identify and grow the advocate population using signals like CSAT/NPS and coordination with client success and sales teams.
• Partner with events, marketing, and sales to feature client voices at Intapp-hosted events and conferences.
• Provide program reporting on pipeline, coverage gaps, and engagement to leadership.

Skills

Program management

Cross-functional collaboration

Go-to-market coordination

Communication

Influence without authority

Tools

CRM systems

Advocacy platform

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***As a Senior Client Advocacy and References Manager, you can expect to:* * 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***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 Senior Client Advocacy and References Manager role, you will ideally have:* * 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.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. 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.#LI-JW1*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.**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. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp 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/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.*