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Intapp

Client Success Manager, Accounting & Consulting

Intapp

. Monitor adoption data, usage trends, and engagement signals across the client portfolio .

Posted 10/9/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client success within a SaaS environment, leveraging analytical skills to drive adoption and engagement through structured outreach and success plans. Proficient in advising clients on product usage and integrations, with a strong understanding of industry workflows and needs.

Highest-signal resume keywords
Client Success ExperienceSaaS EnvironmentIntapp DealCloudAnalytical SkillsConsultative Ability

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Adoption Data AnalysisUsage Trends MonitoringData-Triggered Success PlaysRisk Signal IdentificationTechnical FluencyAPIs UnderstandingStructured OutreachPlaybook Development
Soft Skills
Strong Communication SkillsResourcefulnessAbility to Learn Quickly
Tools & Technologies
Intapp ProductsCRM TechnologyDeal Management Technology
Industry Keywords
Professional ServicesAccounting FirmsConsulting Firms

About the role

Key responsibilities & impact
  • Monitor adoption data, usage trends, and engagement signals across the client portfolio
  • Create success plans tied to client business outcomes
  • Run data-triggered success plays around usage milestones, risk signals, and renewal timing
  • Build new success plays from client feedback
  • Identify at-risk accounts and lead remediation plans, expanded use cases, or executive escalations
  • Advise clients on product usage, configuration, integrations, and best practices
  • Consult with clients after deployment to confirm solutions meet their needs
  • Partner with Account Managers and present health and adoption metrics in client business reviews
  • Represent client needs to product and development teams
  • Support clients across Intapp products, with deep expertise in Intapp DealCloud

Requirements

What you’ll need
  • Client success experience in a SaaS environment
  • Experience supporting multiple integrated products and clients in professional services is ideal
  • Consultative ability to discuss a client’s industry, use cases, and workflows
  • Conversational understanding of APIs and integrations
  • Experience using adoption and usage data to drive structured, playbook-driven outreach
  • Analytical skills to turn multiple inputs into clear recommendations
  • Comfort with renewals or sales exposure
  • Technical fluency
  • Strong communication skills
  • Ability to learn new products quickly
  • Resourcefulness to manage a pooled, fast-moving portfolio
  • Experience with Intapp DealCloud or comparable CRM or deal management technology is a plus
  • Knowledge of how accounting and consulting firms operate is a plus

Benefits

Comp & perks
  • Professional development opportunities
  • Reimbursement for training and continuing education
  • Modern, open offices
  • Complimentary lunches
  • Fully stocked kitchens
  • Comprehensive wellness programs
  • Flexible time off programs
  • Family-formation benefits
  • Paid volunteer time off
  • Donation matching program