Senior Client Success Manager - DealCloud for Accounting & Consulting

Sr. Client Success Manager, DealCloud for Accounting & Consulting

Intapp is an enterprise software house providing technical solutions to professional service, private capital market, investment banks and real estate clients. Our client-base includes over 800 top tier legal, accounting and consulting firms and over 1500 private capital market clients. Established in 2001 and Nasdaq listed, we have offices across the US, Europe and Asia with more than 1500 staff globally.

The Sr. Client Success Manager (CSM) will work in collaboration with other team members, the Intapp DealCloud Business Unit team and our sales team to engage with stakeholders at our Accounting & Consulting clients and help them achieve their business objectives with DealCloud. In this role, you will engage with our existing client base as a trusted advisor to help build their effective adoption of DealCloud. The CSM understands clients' business goals, keeps them apprised of the solution roadmap, and makes best practice recommendations.

To be successful in this role, the Sr. Client Success Manager will be a domain expert, familiar with the use of enterprise technologies in a professional services firm environment, such as deal management software and CRMs. In addition, knowledge of the workflows of Accounting & Consulting firms will allow the Sr. Client Success Manager to interact with and influence the thinking of business stakeholders and to review client scenarios, offer cogent advice, collaborate with and help set the agenda for the CSM's work with the clients and assist in identifying specific corrective measures when challenges arise.

The Sr. Client Success Manager primarily works with their segment of clients remotely, but occasionally on-site visits and participation in user group meetings is required.

What you will do:


Establish a trusted/strategic advisor relationship with assigned clients to increase adoption, ensure retention, and build client satisfaction.
Consult with clients post-deployment to ensure they are capitalizing on available features in the solution and that the features are configured appropriately to the client's organizational model and needs.
Assist clients with questions regarding training, platform configuration, workflow and new processes.
Regularly meet with clients to assess system usage, effective solution adoption, and client business requirements, and coordinate with appropriate internal resources to drive to timely resolution of identified issues.
Drive effective adoption of solutions through application of change management methodologies and providing effective communication of new features in ongoing product releases.
Coordinate with the appropriate Practice Group Leads (PGLs) to advise on trends in the marketplace and provide introductions to other organizational resources and specialists/experts where appropriate.
Fully understand and clearly articulate the benefits of DealCloud to all levels of a client organization, including business line managers and C-level executives.
Lead and/or support DealCloud for Accounting & Consulting user community events and be an active contributor to our online client communities for accounting & consulting professionals.
Serve as a visible presence in the marketplace, demonstrating Intapp's industry expertise and thought leadership at conferences, events, and similar programs.
Assume responsibility for interpretation of client usage data to develop benchmarks, predictive KPIs, and recommend modifications of system usage to clients as appropriate.
Curate product enhancement requests received from clients, manage the process of review with the Product organization, and coordinate responses to clients.
What you will need:


Bachelor's Degree or equivalent professional experience.
Substantial experience in the professional services industry; knowledge of the accounting and/or consulting industries strongly preferred.
Experience in account management and/or program management; working with professional services clients is a plus.
Hands-on experience with CRM and/or deal management software; familiarity with DealCloud a distinct advantage.
Strong client service mentality.
Strong analytical skills and an ability to collect and analyze input from multiple sources.
Strong time management skills; ability to prioritize.
Superior verbal and written communication skills, including the ability to listen carefully, influence and network with a broad spectrum of internal colleagues and external clients.
Resourceful problem-solver driven by results.
Self-starter, reliable, collegial and a team player.
Ability to travel up to 20% of the year.
What you will gain at Intapp:


Our culture at Intapp emphasizes accountability, responsibility, and growth. We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We're committed to creating a modern work environment that's connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:


Competitive base salary plus variable compensation and equity.
Generous paid parental leave, including adoptive leave.
Traditional comprehensive benefits, plus:

Generous Paid Time Off.
Tuition reimbursement plan.
Family Formation benefit offered by Carrot.
Wellness programs and benefits provided by Modern Health.
Paid volunteer time off and donation matching for the causes you care about.
Opportunities for personal growth and professional development supported by a community of talented professionals.
An open, collaborative environment where your background and contributions are valued.
Experience at a growing public company where you can make an impact and achieve your goals.
Open offices and kitchens stocked with beverages and snacks.
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