Client Success Manager, Legal

This is a fully remote position, open to applicants in United States.

📋 Description

• Track adoption metrics, usage patterns, client health, and engagement indicators among a select group of legal clients.

• Determine areas where proactive outreach can enhance retention and deliver value.

• Implement success strategies triggered by data related to usage milestones, risk indicators, or renewal schedules.

• Develop new success strategies aimed at increasing client value.

• Act as a responsive point of contact for client questions and concerns.

• Guide clients on optimal product usage, configuration, and best practices.

• Attain expertise in an initial Intapp solution and broaden knowledge across the product range.

• Collaborate with clients after deployment to optimize solution functionalities and align with organizational requirements.

• Enhance understanding of Intapp’s product offerings, competitive environment, and industry trends.

• Serve as a trusted advisor and advocate for clients within product and account teams.

⛳️ Requirements

• Over 5 years of experience in client success within professional services firms, preferably in the legal sector.

• Proven experience utilizing adoption and usage data to implement structured, playbook-driven outreach initiatives.

• Capacity to rapidly develop product expertise and continue learning about new solutions.

• Familiarity or experience with Intapp Intake, Conflicts, and Terms, or expertise in risk management and compliance within law or professional services firms.

• Excellent consultative and communication abilities.

• Strong analytical skills with the capacity to distill insights from diverse sources into clear recommendations for clients.

• Creative problem-solver with a results-oriented mindset and robust time management skills.

• A bachelor's degree is mandatory.

• Understanding of professional services firms, particularly law firms.

• Experience with Intapp's wider product offerings or similar enterprise software in the professional services sector.

• Familiarity with customer success or engagement platforms that facilitate large-scale outreach tracking.

• Background in a publicly traded, growth-oriented software company.

🏝️ Benefits

• Opportunities for professional development.

• Training and continuing education reimbursement.

• Modern, open office spaces.

• Complimentary lunches provided.

• Fully stocked kitchens available.

• Wellness program offerings.

• Flexible time-off policies.

• Family-formation benefits.

• Paid time off for volunteering.

• Donation matching initiatives.

• Flexible working environment.