Strategic Client Success Manager, Legal

Intapp; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Intapp is seeking a Strategic Client Success Manager, Legal (Profitability) for a hybrid role in Charlotte, NYC, or East Coast remote. You will be a senior contributor driving adoption, value, and long-term partnerships across enterprise accounts in the legal industry.

You will become the trusted advisor to stakeholders from daily users to C‑suite, balancing product expertise with client outcomes and market influence.

Qualifications

• 8+ years in client success, solution advisory, or consulting for professional services firms (legal industry preferred).
• Strong consultative and communication skills across all levels.
• Experience with change management or adoption strategies for enterprise platforms.
• Travel up to 10–20% for client visits and events.
• Preferred exposure to broader Intapp product suite (Intake, Conflicts, Terms, Walls).
• Familiarity with practice management systems related to timekeeping and billing.

Responsibilities

• Own client health accountability across your portfolio.
• Identify at‑risk accounts and lead remediation or expansion plans.
• Align with Account Managers on success plans and milestones.
• Drive proactive, outcome‑focused engagement with accounts.
• Lead client business reviews with adoption metrics and recommendations.
• Be a subject matter expert in Intapp Time and Billstream.

Skills

Client success

Solution advisory

Consulting

Executive stakeholder management

Change management

Education

Bachelor's degree

Tools

Intapp Time

Billstream

Job description

Strategic Client Success Manager, Legal (Profitability) Hybrid - Charlotte, NC or NYC or Remote East Coast

The Strategic Client Success Manager is a senior individual contributor on Intapp’s Client Success Legal Industry team, responsible for driving adoption and measurable value across a portfolio of enterprise accounts. This role is a generalist across Intapp's product suite with depth of expertise in Intapp Time and Billstream and the broader timekeeping, billing, and profitability domain in law firms. Success in this role turns clients into long-term partners — firms that are fully realizing their Intapp investment, expanding what they do with the platform, and influencing peers in their markets. The Client Success Director operates as a trusted advisor to client stakeholders at all levels — from daily users to C-suite leaders — and serves as the voice of the customer internally to our product and account teams.

What you will do:

• Serve as the primary point of accountability for client health across your portfolio, translating adoption data, business outcomes, and engagement signals into clear, actionable success plans.
• Identify at‑risk accounts early and lead the response — whether that’s a remediation plan, an expanded use case, or an executive escalation — to protect and grow the client relationship.
• Align with Account Managers to ensure success plans, commercial priorities, and relationship milestones are coordinated.
• Drive proactive, outcome‑focused engagement with assigned accounts.
• Participate in and contribute to client business reviews, presenting health and adoption metrics alongside recommendations.
• Serve as a subject matter expert in Intapp Time and Billstream with the ability to apply generalist knowledge across the broader Compliance and Intapp product lines.
• Consult with clients post‑deployment to ensure they capitalize on all available solution features and that implemented solutions meet their organizational needs.
• Build a visible presence as a trusted advisor in the market through user group leadership, active participation in Intapp's client community, and thought leadership at industry conferences and events.
• Serve as the voice of the customer on new features and development priorities.
• Reinforce and expand knowledge of Intapp's product portfolio, competitive landscape, and industry dynamics on an ongoing basis.

What you will need:

• 8+ years of experience in client success, solution advisory, or consulting roles serving professional services firms, ideally in the legal industry.
• Demonstrated expertise with Intapp Time and/or Billstream or equivalent timekeeping, e‑billing, or profitability management systems in a professional services environment.
• Proven ability to manage the client success of a portfolio of enterprise accounts, including executive‑level stakeholder relationships.
• Strong consultative and communication skills: ability to listen carefully, influence at all levels, and navigate complex organizational dynamics.
• Experience with change management or developing adoption strategies for enterprise technology platforms.
• Strong analytical skills and ability to synthesize input from multiple sources into clear client‑facing recommendations.
• Resourceful problem‑solver with results orientation and strong time management discipline.
• Bachelor’s degree required.
• Ability to travel up to 10-20% of the year for client visits, user group sessions, and industry events.
• Preferred Experience across the broader Intapp product suite, particularly Intake, Conflicts, Terms or Walls.
• Familiarity with practice management systems as they relate to compliant timekeeping and billing workflows.
• Exposure to financial management systems such as Elite 3e or Aderant.
• Experience in a publicly traded, growth‑stage software company.

What you will gain at Intapp:

• 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.

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 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.

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.