Remotery

Client Success Director – Legal

Posted May 24

This is a fully remote position, open to applicants in Florida, +4 more states.

📋 Description

• Act as the main point of accountability for client health across your portfolio.

• Detect at-risk accounts early and lead initiatives to safeguard and enhance the client relationship.

• Collaborate with Account Managers to ensure that success plans, commercial priorities, and relationship milestones are well-coordinated.

• Foster proactive, outcome-driven engagement with assigned accounts.

• Engage in and contribute to client business reviews, presenting health and adoption metrics along with recommendations.

• Function as a subject matter expert in Intapp DealCloud.

• Advise clients post-deployment to ensure they leverage all available DealCloud features.

• Establish a prominent presence as a trusted advisor in the market through user group leadership and active involvement in Intapp's client community.

• Represent the voice of the customer regarding new features and development priorities.


⛳️ Requirements

• Over 12 years of experience in client success, solution advisory, or consulting roles serving professional services firms, preferably in the legal industry.

• Proven expertise with Intapp DealCloud or similar marketing, business development, relationship, and/or experience management technologies within a professional services context.

• Demonstrated ability to oversee the client success of a portfolio of enterprise accounts, including relationships with executive-level stakeholders.

• Strong consultative and communication skills: adept at listening attentively, influencing at all organizational levels, and navigating complex dynamics.

• Experience in change management or developing adoption strategies for enterprise technology platforms.

• Excellent analytical skills with the capacity to distill inputs from various sources into clear recommendations for clients.

• Resourceful problem-solver with a focus on results and strong time management capabilities.

• Bachelor’s degree is mandatory.


🏝️ Benefits

• Opportunities for professional development backed by a network of experienced professionals.

• Reimbursement for training and continuing education expenses.

• Complimentary lunches and well-stocked kitchens.

• Comprehensive wellness programs alongside flexible time-off policies.

• Family-formation benefits and support throughout the family-building journey.

• Paid volunteer time off and a donation matching program.

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