Note: The job is a remote job and is open to candidates in USA. Intapp is a company focused on creating better outcomes for their clients, and they are seeking a Client Success Director for their Legal Industry team. This role involves driving client adoption and value across enterprise accounts, acting as a trusted advisor to clients while ensuring successful utilization of Intapp's product offerings.
Responsibilities
- 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 Walls 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 Walls features and that implemented solutions meet their organizational and ethical-wall compliance 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, particularly for the Walls and broader Compliance product lines
- Reinforce and expand knowledge of Intapp's product portfolio, competitive landscape, and industry dynamics on an ongoing basis
Skills
- 12+ years of experience in client success, solution advisory, or consulting roles serving professional services firms, ideally in the legal industry
- Demonstrated expertise with Intapp Walls or equivalent information barrier / ethical wall/knowledge security technologies 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
- Experience across the broader Intapp product suite, particularly Intake, Conflicts, Terms and/or Time
- Familiarity with Microsoft 365, Microsoft Teams, iManage, or NetDocuments as they relate to information barrier and document management workflows
- Exposure to financial management systems such as Elite 3e or Aderant
- Experience in a publicly traded, growth-stage software company
Benefits
- Professional development opportunities supported by a community of experienced professionals
- Reimbursement for training and continuing education
- Complimentary lunches
- Fully stocked kitchens
- Comprehensive wellness and flexible time off programs
- Family-formation benefits and support during your family-building journey
- Paid volunteer time off
- Donation matching program
Company Overview
Intapp is a provider of industry-specific, cloud-based software solutions that enable connected professional and financial services. It was founded in 2000, and is headquartered in Palo Alto, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.intapp.com.