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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 strategies within the legal industry, leveraging data-driven insights to enhance client engagement and retention. Proficient in Intapp solutions and skilled in providing consultative support to maximize product usage and value.
Highest-signal resume keywords
Client Success ManagementIntapp Product ProficiencyData-Driven Outreach ProgramsConsultative Communication SkillsAnalytical Problem-Solving
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 StrategiesData AnalysisProduct ConfigurationUsage Trend MonitoringRisk ManagementCompliance KnowledgeStructured Outreach ProgramsEnterprise Software ProficiencyClient Engagement PlatformsConsultation Post-Deployment
Soft Skills
Strong Communication SkillsResourceful Problem-SolverResults OrientationTime Management Discipline
Tools & Technologies
Intapp IntakeIntapp ConflictsIntapp TermsCustomer Success PlatformsEngagement Tracking Tools
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Legal IndustryProfessional Services FirmsGrowth-Stage Software CompanyCompetitive Landscape Knowledge
About the role
Key responsibilities & impact- Monitor adoption data, usage trends, health and engagement signals across a tier of legal clients
- Identify where proactive outreach will drive retention and value
- Execute data-triggered success plays tied to usage milestones, risk signals, or renewal timing
- Build new success plays to drive incremental client value
- Serve as a responsive point of contact for client inquiries
- Advise clients on product usage, configuration, and best practices
- Build proficiency in an initial Intapp solution and expand expertise across the product suite
- Consult with clients post-deployment to maximize solution features and meet organizational needs
- Reinforce knowledge of Intapp’s product portfolio, competitive landscape, and industry dynamics
- Act as a trusted advisor and voice of the customer to product and account teams
Requirements
What you’ll need- 5+ years of experience in client success serving professional services firms, ideally in the legal industry
- Experience using adoption and usage data to drive structured, playbook-driven outreach programs
- Ability to build product proficiency quickly and continue learning new solutions over time
- Exposure or experience with Intapp Intake, Conflicts and Terms, or the risk management and compliance domain in law or professional service firms
- Strong consultative and communication skills
- 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
- Familiarity with professional services firms, ideally law firms
- Experience across Intapp's broader product suite, or equivalent enterprise software in the professional services space
- Experience with customer success or engagement platforms used to trigger and track outreach at scale
- Experience in a publicly traded, growth-stage software company
Benefits
Comp & perks- Professional development opportunities
- Reimbursement for training and continuing education
- Modern, open offices
- Complimentary lunches
- Fully stocked kitchens
- Wellness programs
- Flexible time off programs
- Family-formation benefits
- Paid volunteer time off
- Donation matching program
- Flexible work environment