Client Success Manager (Legal)
Posted Updated
Description
- The Client Success Manager, Legal is an individual contributor on Intapp’s Client Success Legal Industry team, responsible for driving adoption and solution optimization across a tier of accounts
- You will proactively guide clients to unlock the value of their investment in Intapp products. This role is a generalist across Intapp’s product suite with depth of expertise in Intapp Compliance 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 Manager operates as a trusted advisor to client stakeholders and serves as the voice of the customer internally to our product and account teams
- 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
- Leverage skills, expertise, and client feedback to identify and build new success plays to drive incremental value for our 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
Benefits
- Time away: In addition to generous paid time off, we recognize most major regional holidays.
- Flexibility: Intapp provides a highly flexible work environment to help employees successfully juggle work, wellness, and personal obligations.
- Wellness: Wellness is about being healthy and balanced in all areas of your life. We provide medical benefits for you and your family that offer quality, flexibility, and value.
- Saving and investing: We offer a variety of savings and investment programs to help you plan for the future and reach your financial goals.
- Family: We strive to be a great place to work for those with families. Benefits like paid parental leave, including adoptive leave, make it easier to take time off to welcome your new addition.
- Growth: We offer a variety of trainings and opportunities to help you increase your knowledge, build new skills, and take charge of your career.
- Strong analytical skills and ability to synthesize input from multiple sources into clear client-facing recommendations
- Exposure or experience with Intapp Compliance domain in law or professional service firms is beneficial
- Resourceful problem-solver with results orientation and strong time management discipline
- Ability to build product proficiency quickly and continue learning new solutions over time
- Experience using adoption and usage data to drive structured, playbook-driven outreach programs
- Bachelor’s degree required
- Strong consultative and communication skills: ability to listen carefully and influence
- 5+ years of experience in client success serving professional services firms in the legal industry
- Experience in a publicly traded, growth-stage software company
- Experience with customer success or engagement platforms used to trigger and track outreach at scale
- Experience across Intapp’s broader product suite, or equivalent enterprise software in the professional services space
- Familiarity with professional services firms, ideally law firms, and how they operate