Client Portfolio Manager

As a CRM Portfolio Manager, you will be responsible for working with new and existing SMB customers to ensure that they are successful with Intapp solutions. As part of the company’s Client Relationship Management organization, you will work with all Intapp departments to ensure a client’s journey from purchase to production is smooth and well managed. You will also monitor a client’s on-going health and establish a cadence for client interactions that ensure each customer is fully optimized on their existing deployed solutions. In summary, your job is to ensure that you deliver value to our customers. 
What You'll Do:

• Manage ongoing customer needs effectively to drive high customer retention and loyalty

• Advocate customer needs/issues cross-departmentally.

• Drive customer participation in Intapp Communities and use of available knowledge base and online support tools.

• Assess and document renewal health and address any obstacles creating renewal risk.

• Strong analytical and problem-solving skills for identifying client needs and developing solutions

• Work with key accounts to establish critical goals / performance indicators and aid the customer in achieving their goals.

• Work to identify and/or develop upsell opportunities.

• Develop, prepare, and nurture customers for advocacy.

• Use CRM and client success systems and tools to develop periodic (monthly, quarterly, annually) targeted outreach campaigns geared to ensure adoption, minimize churn and increase upsell of Intapp products and solutions.

What You'll Need:

• 3-5 years of customer facing experience in a Client Success, Sales, Account Management or Project Management role

• Strong verbal and written communication skills

• Strong cross-functional collaboration skills

• Ability to develop a strong understanding of Intapp solution sets and the business problems they address for customers

• Experience with CRM systems

• Ability to manage proactive and reactive tasks effectively

• Experience delivering and driving software implementation and adoption best practices

• Proven ability to collaborate and build strong relationships with customer stakeholders

• High technical aptitude to learn basics of customer use cases and architectural requirements for Intapp solutions

What you will gain:

At Intapp, you’ll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You’ll be part of a growing public company, with a modern work environment that’s connected yet flexible and where your professional growth and well-being are top priorities.  We’ll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork. 

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.

• Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family.  Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about. 

Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.

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Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.

Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.