Senior Manager, Client Advocacy and References

Intapp; Chicago (IL); On-site; USD 95,000 - 140,000; Full time

Job summary

Intapp is seeking a Senior Client Advocacy and References Manager in Chicago to lead the enterprise client advocacy program and its platform. You will own the operating model, intake, governance, and the identification and onboarding of client advocates, ensuring scalable, efficient reference fulfillment for sales and analytics teams.

You will collaborate with client success, sales, and marketing to grow the advocate pool, monitor engagement, and drive adoption of processes that reduce burden on

Qualifications

• 5-7 years building and managing program infrastructure (intake, tracking, reporting).
• Experience coordinating go-to-market functions and cross-functional workflows.
• Ability to influence without direct authority and communicate clearly.

Responsibilities

• Own operating model for enterprise client advocacy program and intake processes.
• Set standards for identifying, onboarding and recognizing client advocates.
• Lead rollout and management of advocacy platform as system of record.
• Create processes for reference fulfillment across sales and other teams.
• Grow advocate population using signals like NPS/CSAT and success data.

Skills

Program management

Cross-functional collaboration

Stakeholder influence

Communication

Tools

Advocacy platform

CRM platforms

Reference management tools

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

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.

• 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.

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. 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. It 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.