Client Success Manager, Legal (Profitability)

Posted Yesterday
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Hiring Remotely in United States
Remote
Senior level
Software
The Role
Manage adoption, retention, and solution optimization for legal-industry clients using Intapp products. Monitor usage and health data, execute structured success plays, advise clients on configuration and best practices, and provide post-deployment consulting. Build expertise across Intapp’s product suite, synthesize client feedback into recommendations, identify expansion opportunities, and act as a trusted advisor and internal customer advocate.
Summary Generated by Built In

Client Success Manager, Legal (Profitability)

Remote or Hybrid (US)

About the role

The Client Success Manager, Legal is an individual contributor on Intapp’s Client Success Legal Industry team, responsible for driving adoption and solution optimization across a tier of accounts. You will proactively guide clients to unlock the value of their investment in Intapp products. This role is a generalist across Intapp's product suite with depth of expertise in Intapp Time and Billstream and the broader timekeeping, billing, and profitability domain in law firms.

Success in this role turns clients into long-term partners — firms that are fully realizing their Intapp investment, expanding what they do with the platform, and influencing peers in their markets. The Client Success Manager operates as a trusted advisor to client stakeholders and serves as the voice of the customer internally to our product and account teams.

What You Will Do:

  • Monitor adoption data, usage trends, health and engagement signals across a tier of legal clients to identify where proactive outreach will drive retention and value.

  • Execute data-triggered success plays — structured, repeatable outreach motions tied to usage milestones, risk signals, or renewal timing — to drive adoption and retention at scale.

  • Leverage skills, expertise, and client feedback to identify and build new success plays to drive incremental value for our clients. 

  • Serve as a responsive point of contact for client inquiries, advising on product usage, configuration, and best practices.

  • Build proficiency in an initial Intapp solution, then progressively expand expertise across the broader Intapp product suite.

  • Consult with clients post-deployment to ensure they capitalize on available solution features and that implemented solutions meet their organizational needs.

  • Reinforce and expand knowledge of Intapp's product portfolio, competitive landscape, and industry dynamics on an ongoing basis.

What You Will 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 Time and Billstream or the timekeeping, billing, and profitability domain in law or professional service firms.

  • Strong consultative and communication skills: ability to listen carefully and influence.

  • 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.

Preferred

  • Familiarity with professional services firms, ideally law firms, and how they operate.

  • 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.

What You Will Gain at Intapp

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.

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.

Skills Required

  • 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
  • Exposure or experience with Intapp Time and Billstream, or the timekeeping, billing, and profitability domain in law or professional services firms
  • Strong consultative and communication skills, including listening and influencing
  • Strong analytical skills and ability to synthesize multiple inputs into clear client-facing recommendations
  • Resourceful problem-solving, results orientation, and strong time management discipline
  • Bachelor's degree
  • Familiarity with professional services firms, ideally law firms, and their operations
  • Experience across Intapp's broader product suite or equivalent enterprise software in professional services
  • Experience with customer success or engagement platforms used to trigger and track outreach at scale
  • Experience in a publicly traded, growth-stage software company

Intapp Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Intapp and has not been reviewed or approved by Intapp.

  • Healthcare Strength Medical coverage is described as comprehensive with multiple plan choices, including HMO, PPO, and HDHP options with company HSA funding. Employer-verified listings indicate strong healthcare offerings for employees and families.
  • Parental & Family Support Paid parental leave provides substantial time for primary and secondary caregivers, and fertility support (e.g., via Carrot) is highlighted. These family-focused benefits appear alongside broader flexibility.
  • Leave & Time Off Breadth Generous PTO, recognition of major regional holidays, and flexible or unlimited PTO on some teams indicate ample time away. The company also promotes a highly flexible work environment.

Intapp Insights

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The Company
HQ: Palo Alto, CA
600 Employees
Year Founded: 2000

What We Do

Intapp powers connected firms. Trusted by 1,600 of the world’s top private capital, investment banking, legal, accounting, and consulting firms, Intapp offers end-to-end, cloud-based connected firm management software built for the unique needs of partner-led firms. Intapp helps enhance collaboration, unleash collective knowledge, transform decision-making, and fuel success. Our products and services span the entire relationship lifecycle — from strategy through origination and execution — to drive optimal outcomes. For more information, visit intapp.com.

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