Sr. Client Success Manager - Real Assets

INTEGRATION APPLIANCE, INC.; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Intapp is seeking a Sr. Client Success Manager to own and grow strategic real estate client relationships across SMB, Mid-Market, and Enterprise accounts.

You will onboard, drive adoption, monitor usage, and identify opportunities for expansion while delivering white-glove service. Collaborating with Product, Engineering, and Sales, you will forecast renewals, capture feedback, and ensure customer value throughout the lifecycle.

Qualifications

• 3+ years in SaaS customer success or account management.
• Experience managing renewals and expansions across SMB to Enterprise.
• Direct experience serving real estate clients preferred.
• Technical proficiency with software configurations and integrations.
• Strong communication with senior stakeholders.

Responsibilities

• Manage post-sale relationships across SMB, Mid-Market, and Enterprise.
• Drive renewals, identify expansion opportunities, and prevent churn.
• Lead business reviews and strategic planning with clients.
• Capture product feedback and advocate for roadmap needs.
• Partner with Sales on upsell and cross-sell opportunities.
• Train users and ensure rapid adoption.

Skills

Client Success

Account Management

SaaS

Upsell & cross-sell

CRM platforms

Support ticketing

Tools

CRM platforms

Ticketing systems

Job description

Sr. Client Success Manager Intapp is expanding our Client Success team, and we're looking for a Sr. Client Success Manager with deep roots in the real estate industry to own and grow strategic relationships with our clients. In this role, you'll be responsible for onboarding, driving adoption, monitoring usage, and identifying opportunities for expansion across our SMB, Mid-Market and Enterprise accounts. You'll play a central role in ensuring client satisfaction and long-term retention – balancing hands‑on implementation training with white‑glove client success initiatives. You'll collaborate closely with Product, Engineering, and Sales to communicate feedback, forecast renewals, and deliver value across the client lifecycle. If you know the real estate industry inside and out, enjoy creating structure in fast‑moving environments, and love building deep relationships with clients, we'd love to talk.

What you'll do:

• Own the full post‑sale client relationship across SMB, Mid‑Market, and Enterprise accounts — driving renewals, identifying expansion opportunities, preventing churn, and serving as the primary point of contact throughout the client lifecycle.
• Develop and deliver consultative engagement strategies including business reviews, strategic planning, and proactive support for Mid‑Market and Enterprise accounts, while building scalable, automated playbooks for SMB customers.
• Act as the voice of the client to Product and Engineering — systematically capturing feature requests and pain points with clear business impact statements, advocating during roadmap planning, and closing the loop with clients on outcomes.
• Maintain deep visibility into account health, usage patterns, contract timelines, and stakeholder alignment to accurately forecast renewals, flag risk early, and partner with Sales on targeted upsell and cross‑sell strategies.
• Lead and support client implementations and onboarding, confidently training both technical and non‑technical users to drive adoption and ensure clients realize value quickly.

What you'll need:

• 3+ years of experience in a Customer Success or Account Management role in a SaaS environment, with a track record of owning renewals and driving retention across accounts of varying size and complexity.
• Direct experience as a CSM or Account Manager serving real estate firms — whether investment managers, private equity real estate, asset managers, developers, or brokerages. You understand how these organizations operate, how deals flow, and what their teams actually need from technology.
• Experience with proptech, real assets software, or real estate data platforms is a strong plus.
• Deep technical proficiency — comfortable navigating complex software configurations, integrations, and implementation workflows, and able to serve as a credible technical resource for clients and internal teams alike.
• Strong commercial instincts — proven ability to identify upsell and cross‑sell opportunities, communicate value to senior decision makers, and collaborate effectively with Sales to execute expansion strategies.
• Highly organized self‑starter with excellent prioritization skills, experience with CRM and support ticketing systems, and the ability to create structure and manage a complex book of business independently.

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.

Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included.

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.

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.