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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client success and account management within the financial services industry, leveraging strong analytical and consultative skills to drive client engagement and adoption of Intapp DealCloud and related technologies.
Highest-signal resume keywords
Client Success ManagementIntapp DealCloud ExpertiseAnalytical SkillsChange ManagementConsultative Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Success StrategiesDeal Management TechnologiesAdoption StrategiesFinancial Services WorkflowsPortfolio Management Systems
Soft Skills
Consultative SkillsProblem-SolvingTime ManagementInfluencing SkillsRelationship Building
Tools & Technologies
Intapp ProductsMicrosoft 365Microsoft TeamsSalesforceCRM Platforms
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Financial ServicesPrivate Capital MarketsGrowth-Stage Software CompanyClient EngagementBusiness Outcomes
About the role
Key responsibilities & impact- Serve as a resource and shared point of accountability for client health across engaged clients
- Translate adoption data, business outcomes, and engagement signals into actionable success plans
- Identify at-risk accounts and lead remediation plans, expanded use cases, or executive escalations
- Participate in client business reviews, presenting health and adoption metrics with recommendations
- Drive client success plays across onboarding, adoption, and feature enablement
- Represent the customer voice on new features and development priorities, particularly for DealCloud
- Serve as a DealCloud subject matter expert while applying generalist knowledge across Intapp products
- Partner with Account Managers and client success teammates to coordinate success plans, commercial priorities, and relationship milestones
- Build a trusted-advisor presence through participation in Intapp’s client community and events
- Maintain knowledge of Intapp’s product portfolio, competitive landscape, and industry dynamics
Requirements
What you’ll 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 for Intapp events and industry events
- Experience across the broader Intapp DealCloud product suite
- Experience with change management or developing adoption strategies for enterprise technology platforms
- Proven ability to drive client success across multiple concurrent accounts or engagements
- Familiarity with Microsoft 365, Microsoft Teams, Salesforce, or other CRM platforms as they relate to deal management and financial services workflows
- Exposure to financial management or portfolio management systems used in private capital markets
- Experience in a publicly traded, growth-stage software company
Benefits
Comp & perks- Competitive base salary plus variable compensation and equity
- Generous paid parental leave, including adoptive leave
- Comprehensive benefits package, including generous paid time off
- Tuition reimbursement plan
- Family formation benefit offered by Carrot
- Wellness programs and benefits provided by Modern Health
- Paid volunteer time off and donation matching for causes you care about
- Opportunities for personal growth and professional development supported by a community of talented professionals
- An open, collaborative environment where your background and contributions are valued
- Experience at a growing public company where you can make an impact and achieve your goals