Strategic Client Success Manager, Accounting & Consulting

Intapp; Florida; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Modern offices

Complimentary lunches

Wellness program

Job summary

Intapp is seeking a Client Success Manager for Accounting and Consulting to act as a trusted advisor to client stakeholders and drive renewals, expansion, and long-term partnerships within the accounting and consulting industry.

You will support engaged clients across Intapp DealCloud and the broader portfolio, monitor adoption and health data, run structured success plays, advise on configuration and best practices, and lead responses when risk arises.

Qualifications

• Experience in client success within a SaaS environment, ideally with multiple integrated products.
• Ability to discuss industry use cases and workflows, not just product features.
• Familiarity with APIs and integrations; comfortable with linked product ecosystems.
• Experience using adoption data to drive outreach and yield actionable recommendations.
• Comfort with commercial aspects of client relationships, including renewals or sales exposure.

Responsibilities

• Monitor adoption data, usage trends, and engagement signals across your portfolio and translate them into clear success plans.
• Run data-triggered success plays around usage milestones, risk signals, and renewal timing.
• Identify at-risk accounts early and lead remediation or expansion strategies.
• Advise clients on product usage, configuration, integrations, and best practices; confirm solutions meet needs after deployment.
• Partner with Account Managers to present health metrics in reviews and represent client needs to product teams.

Skills

Client success experience

SaaS

Consultative approach

APIs & integrations

Renewals/sales exposure

Tools

Intapp DealCloud

CRM systems

Job description

Intapp is seeking a Client Success Manager for Accounting and Consulting to act as a trusted advisor to client stakeholders and drive renewals, expansion, and long-term partnerships within the accounting and consulting industry.

You will support engaged clients across Intapp DealCloud and the broader portfolio, monitor adoption and health data, run structured success plays, advise on configuration and best practices, and lead responses when risk arises.