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The Client Development Associate converts prospects into sales opportunities, manages early sales processes, utilizes CRM, and assists in lead generation.

Manage the health, adoption, and measurable business outcomes of enterprise legal-industry accounts. Develop success and remediation plans, coordinate with Account Managers, lead business reviews, advise executive stakeholders, and drive post-deployment adoption of Intapp products. Serve as a subject matter expert in Intapp Time and Billstream, represent customer needs internally, and build market visibility through user groups, thought leadership, and industry events.

Lead operational, financial, IT, and SOX audits across the full lifecycle, including planning, walkthroughs, testing, documentation, reporting, remediation tracking, and stakeholder communication. Assess control deficiencies, identify root causes, recommend improvements, advise on system and process changes, and monitor emerging risks. The role requires independent judgment, management of multiple priorities, collaboration with US-based colleagues, and opportunities to improve testing through data analytics.

Partner with professional-services firms to discover and automate high-value workflows using Intapp Celeste. Deploy and iterate agents, playbooks, and semantic/ontology mappings; drive adoption through scoping, onboarding, training, and expansion; advise product and industry teams with real-world practitioner expertise. Act as a client-facing advisor and implementer, shaping product roadmaps while enabling Client Success to scale usage across a firm.

Deploy and configure Intapp Celeste for professional-services firms: discover and automate workflows, codify playbooks and agents, drive adoption and onboarding, enable expansion, and feed real-world feedback into product strategy. Act as advisor and implementation lead, translating firm practices into AI-driven coworkers and workflows.

Provide hands-on corporate legal support including global subsidiary governance, M&A diligence and integration, treasury and securities assistance for a NASDAQ-listed company, and management of outside counsel and corporate policies.

Partner with client firms to discover and automate high-value workflows using Intapp Celeste. Map workflows to agents, playbooks, and semantic layers; codify firm methods; drive adoption through training and onboarding; enable scalable expansion and inform product strategy with real-world experience.

Manage post-sale relationships for a portfolio of SMB, Mid-Market, and Enterprise accounts to drive adoption, reduce churn, secure renewals, and identify expansion opportunities. Run business reviews, create scalable engagement playbooks, surface client feedback to Product, monitor account health, and partner with Sales, Product, and Engineering to deliver client value.

Deploy Intapp Celeste inside client firms by mapping and automating workflows, codifying playbooks and agents, driving adoption through training and onboarding, enabling Client Success expansion, and feeding real-world product feedback to Product and Industry teams.

Lead design and implementation of DealCloud for enterprise clients: architect scalable configurations, drive data strategy and migrations, advise senior stakeholders, lead QA and trainings, support pre-sales scoping, and mentor delivery teams to ensure successful SaaS deployments.