Client Success Manager, Real Assets

Responsibilities

• Own customer relationships post-sale, with a focus on driving renewals, identifying expansion opportunities, and preventing churn.
• Develop and deliver high-touch, consultative engagement strategies that include regular business reviews, strategic planning, and proactive support for Mid-market and Enterprise accounts. For SMB customers, develop and implement scalable, automated playbooks.
• Maintain clear visibility into account health, contract timelines, and key stakeholder alignment to accurately project renewal likelihood and flag risk early.
• Identify upsell and cross-sell opportunities based on customer goals, product usage, and evolving needs, and partner with Sales to develop and execute tailored expansion strategies.
• Occasionally support or lead implementations

Requirements

• Deep technical proficiency - comfortable navigating complex software configurations, integrations, and implementation workflows, and able to serve as a credible technical resource for clients and internal teams alike.
• Proven experience in a Customer Success or Account Management role (ideally in a SaaS environment)
• Strong relationship management skills with a focus on customer outcomes and retention.
• Experience managing accounts of varying size and complexity - from high-volume SMB to white-glove Enterprise
• Confident onboarding and training users across technical and non-technical roles.
• Highly organized, self-starter mentality with excellent time and priority management
• Ability to identify upsell opportunities and communicate value to decision makers
• Experience with CRM, support ticketing systems
• What you will gain at Intapp:
• Here, you will have the opportunity to:
• Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
• Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.

Benefits

Additional Information

Client Success Manager Intapp is expanding our Client Success team, and we're looking for a Client Success Manager to own and grow strategic relationships with our clients. In this role, you'll be responsible for onboarding, driving adoption, monitoring usage, and identifying opportunities for expansion across our SMB, Mid-Market and Enterprise accounts. You'll play a central role in ensuring client satisfaction and long-term retention - balancing hands-on implementation training with white-glove client success initiatives. You'll collaborate closely with Product, Engineering, and Sales to communicate feedback, forecast renewals, and deliver value across the client lifecycle. If you enjoy creating structure in fast-moving environments and building deep relationships with clients, we'd love to talk. Intapp, based in Silicon Valley, is a leader in Vertical AI SaaS solutions, collaborating with the world's top firms globally across accounting, consulting, investment banking, legal, private capital, and real assets. With 20+ years of industry expertise, Intapp's "Intelligence Applied" approach is transforming how businesses operate and leverages a strategic partnership with Microsoft in delivering industry cloud solutions.

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