Taking applicationsChat / Email·Posted 8d ago
Client Success Manager, Accounting & Consulting
IntappVerified company
Charlotte, NC, US NY New York
Pay
Not listed
Job type
Full-time · Remote
Hours
Flexible
Location
Charlotte, NC, US NY New York
Open to people in the United States
EnglishMid level
About the role
A client success manager role for Intapp's accounting and consulting clients, focused on adoption, renewals, and product guidance. It requires SaaS client success experience, comfort with data and integrations, and is listed for Charlotte or New York.
What you'll do
- Monitor adoption, usage trends, and engagement signals
- Run data-triggered success plays
- Identify and lead response to at-risk accounts
- Advise clients on product usage, configuration, integrations, and best practices
- Partner with Account Managers and represent client needs to product teams
What you'll need
- Client success experience in a SaaS environment
- Consultative approach to client industries and workflows
- Conversational understanding of APIs and integrations
- Experience using adoption and usage data for outreach
- Comfort with renewals or sales exposure
- Strong communication skills
- Ability to learn new products quickly
- Experience with DealCloud or comparable CRM is a plus
Skills
Client successSaaSAdoption data analysisAPIs and integrationsRenewalsCRM/deal management technologyCommunicationProduct configuration
Benefits
Paid time offPaid trainingProfessional development reimbursementWellness benefitsFamily-formation benefitsPaid volunteer time offDonation matchingComplimentary lunches
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Applications close on 18 November.