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Intapp

Industry cloud solutions for professional services

Client Success Manager - Legal

Customer SuccessUpdated on Nov 11
Full-timeRemote in USANo salary listed

About the Job

Requirements

  • At least 5 years of experience in client success serving professional services firms, ideally in the legal industry.
  • Experience using adoption and usage data to drive structured, playbook-driven outreach programs.
  • Ability to build product proficiency quickly and continue learning new solutions over time.
  • Exposure or experience with Intapp Collaboration solutions and the knowledge management/document lifecycle domain in law or professional service firms.
  • Strong consultative and communication skills, including the ability to listen carefully and influence.
  • Strong analytical skills and ability to synthesize input from multiple sources into clear client-facing recommendations.
  • Resourceful problem-solving, results orientation, and strong time management discipline.
  • Bachelor’s degree required.

Responsibilities

  • Monitor adoption data, usage trends, health, and engagement signals across a tier of legal clients to identify where proactive outreach will drive retention and value.
  • Execute data-triggered success plays—structured, repeatable outreach motions tied to usage milestones, risk signals, or renewal timing—to drive adoption and retention at scale.
  • Use skills, expertise, and client feedback to identify and build new success plays that drive incremental value for clients.
  • Serve as a responsive point of contact for client inquiries, advising on product usage, configuration, and best practices.
  • Build proficiency in an initial Intapp solution, then progressively expand expertise across the broader Intapp product suite.
  • Consult with clients post-deployment to ensure they capitalize on available solution features and that implemented solutions meet their organizational needs.
  • Reinforce and expand knowledge of Intapp’s product portfolio, competitive landscape, and industry dynamics on an ongoing basis.

Desired Qualifications

  • Familiarity with professional services firms, ideally law firms, and how they operate.
  • Experience across Intapp’s broader product suite, or equivalent enterprise software in the professional services space.
  • Experience with customer success or engagement platforms used to trigger and track outreach at scale.
  • Experience in a publicly traded, growth-stage software company.

About the Company

Intapp

Industry cloud solutions for professional services

Intapp provides industry-specific cloud software and advisory services for professional and financial services firms. Its core product, OnePlace, links different operations to support the entire client lifecycle from strategy to execution, while helping modernize and secure IT systems. It differentiates itself by combining targeted software with hands-on transformation services and data activation to improve client outcomes and grow new business. The company aims to help firms achieve growth and better client experiences by aligning data, processes, and technology.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Palo Alto, CA
Founded
2000

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