Client Success Manager, Financial Services

The Client Success Manager, Financial Services is an individual contributor on Intapp’s Client Success Financial Services Industry team. In this role you will own a hybrid book of business responsible for driving adoption and measurable value across a portfolio of enterprise and mid-market accounts. This role is a generalist across Intapp’s product suite with depth of expertise in DealCloud. Success in this role turns clients into long-term partners and helps them become more self-sufficient — 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 at all levels 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.  Serve as a subject matter expert in DealCloud with the ability to apply generalist knowledge across the broader Intapp products.  Consult with clients post-deployment to ensure they capitalize on all available DealCloud features and that implemented solutions meet their organizational needs.  Participate in and contribute to client business reviews, presenting health and adoption metrics alongside recommendations.  Serve as the voice of the customer on new features and development priorities, particularly for DealCloud.  Build a visible presence as a trusted advisor in the market through active participation in Intapp's client community and thought leadership at industry conferences and events.  Reinforce and expand knowledge of Intapp's product portfolio, competitive landscape, and industry dynamics on an ongoing basis.  What you will need: 3+ years of experience in client success or account management roles, ideally in the financial services industry.  Demonstrated expertise with Intapp DealCloud or equivalent deal management / CRM technologies in a financial services environment.  Strong consultative and communication skills: ability to listen carefully, influence at all levels, and navigate complex organizational dynamics.  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% of the year…