Strategic Client Success Manager, Accounting & Consulting

INTEGRATION APPLIANCE, INC.; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Complimentary lunches

Fully stocked kitchens

Wellness program

Flexible time off

Family-formation benefits

Volunteer time off

Donation matching

Job summary

INTEGRATION APPLIANCE, INC. is seeking a Client Success Manager, Accounting and Consulting to act as a trusted advisor to accounting and consulting firms using Intapp products.

You will monitor adoption, run success plays, and lead responses for at‑risk accounts, while guiding clients on configuration and best practices across DealCloud and related tools. You will collaborate with account managers, analyze usage data, and drive renewals and expansions with a consultative, data‑driven approach.

Qualifications

• Experience in a SaaS client success role serving professional services.
• Ability to discuss a client’s industry, use cases, and workflows, not just product features.
• Understanding of APIs and integrations for connected product ecosystems.
• Experience turning adoption and usage data into actionable recommendations.
• Comfort with renewals or sales exposure alongside technical fluency.
• Strong communication and ability to manage a fast-moving portfolio.

Responsibilities

• Monitor adoption data, usage trends, and engagement signals; craft success plans with business outcomes.
• Run data-triggered success plays around usage milestones and renewal timing.
• Identify at‑risk accounts early and lead remediation or expansion efforts.
• Advise clients on product usage, configurations, and integrations; confirm solutions meet needs.
• Present health and adoption metrics to Account Managers in client reviews; represent client needs to product teams.

Skills

SaaS client success

Consultative selling

Data analytics

API & integrations

Renewals & upsell

Cross-functional collaboration

Communication skills

Tools

Intapp DealCloud

CRM systems

Job description

INTEGRATION APPLIANCE, INC. is seeking a Client Success Manager, Accounting and Consulting to act as a trusted advisor to accounting and consulting firms using Intapp products.

You will monitor adoption, run success plays, and lead responses for at‑risk accounts, while guiding clients on configuration and best practices across DealCloud and related tools. You will collaborate with account managers, analyze usage data, and drive renewals and expansions with a consultative, data‑driven approach.