Client Success Manager, Legal – Compliance

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

📋 Description

• Oversee adoption metrics, usage patterns, health indicators, and engagement signals among a select group of legal clients to pinpoint proactive outreach chances.

• Implement data-driven success strategies linked to usage milestones, risk indicators, or renewal timelines to enhance adoption and retention on a large scale.

• Discover and develop new success strategies using client insights and expertise.

• Act as a responsive contact for client questions, providing guidance on product usage, configuration, and best practices.

• Attain proficiency in an initial Intapp solution and broaden knowledge across the extensive product suite.

• Consult with clients post-implementation to maximize solution capabilities and ensure solutions align with organizational requirements.

• Stay informed about Intapp’s product offerings, competitive landscape, and industry trends.

• Serve as a trusted advisor to client stakeholders and represent the client's perspective to product and account teams.

⛳️ Requirements

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

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

• Capability to rapidly develop product proficiency and continue learning new solutions over time.

• Familiarity or experience with Intapp Intake, Conflicts and Terms, or the risk management and compliance sector within law or professional service firms.

• Excellent consultative and communication skills.

• Strong analytical abilities with a talent for synthesizing information from varied sources into clear recommendations for clients.

• Resourceful problem-solver with a results-driven mindset and effective time management skills.

• Bachelor’s degree is required.

• Knowledge of professional services firms, ideally in the legal field.

• Experience with Intapp's comprehensive product suite, or similar enterprise software used in professional services.

• Background in customer success or engagement platforms utilized for triggering and tracking outreach at scale.

• Experience within a publicly traded, growth-oriented software organization.

🏝️ Benefits

• Training and continuing education reimbursement.

• Opportunities for professional development.

• Complimentary lunch offerings.

• Fully stocked kitchens.

• Comprehensive wellness programs.

• Flexible time-off policies.

• Family-formation benefits.

• Paid time off for volunteer activities.

• Donation matching initiatives.

• Modern, open office environments.