Associate Client Services Operations Analyst
Intapp
- # Associate Client Services Operations AnalystApplyremote type: Hybrid (Partially Remote)locations: Charlotte, NC: US NY New Yorktime type: Full timeposted on: Posted Todayjob requisition id: R2025017The Associate Client Services Operations Analyst plays a central role in keeping Intapp's professional services delivery running smoothly. You'll own the operational backbone of the Client Services organization — fielding and resolving requests through our ticketing system, configuring and maintaining projects in our PSA, and ensuring that billing, compliance, and system records stay accurate from contract execution through project close. This is a role for someone who is detail-oriented, service-minded, and genuinely curious about using tools and automation to make work faster and more reliable — for themselves and for the teams they support.**What you will do:*** Serve as the first line of operational support for the Client Services organization by triaging and resolving requests submitted through our ticketing system (Freshservice). Request types include, but are not limited to: + System user provisioning and deactivation across tools including OpenAir, Jira, Smartsheets and Intapp Time + Services project configuration + Timecard move requests and adjustments + General system and process inquiries* Triage incoming tickets accurately -- routing, escalating, or resolving with appropriate urgency. Adjacent teams you'll work with regularly include Finance, IT, Product* Set up and maintain Client Services projects in our PSA as a core daily responsibility, ensuring accuracy across project structure, billing terms, budgets, and compliance requirements from the point of contract execution through to project close.* Support compliance checks across active projects -- validating that project setups, billing configurations, and tNPS surveys are executed accurately and on time, and flagging discrepancies before they become delivery or revenue issues.* Actively participate in identifying, documenting, and implementing process improvements across the team's core workflows. This includes contributing to the Ops team's improvement roadmap, piloting AI-assisted approaches to reduce manual effort, and measuring the impact of changes over time.* Support the broader services team with data pulls, ad hoc reporting, and process documentation as the business needs evolve.**What you will need:*** Bachelor's degree or equivalent experience; coursework or background in Operations, Information Systems, or Professional Services delivery is a plus.* Hands-on experience with one or more of: Salesforce, DealCloud/OP4i, Freshservice, Jira, SharePoint or PSA Tooling, e.g., OpenAir/SuiteProjects Pro, Katana, Certinia. Familiarity with how these tools interact is a strong advantage.* A service mindset -- you take pride in making things easy and accurate for the people you support, and you follow through.* Curious about AI and how it can change the way work gets done -- you don't need to be technical, but you're the kind of person who asks "could this be automated?" and is willing to experiment, learn, and share what works with the team.* Solid Excel skills and comfort analyzing data; experience with Smartsheet or Tableau is a bonus.* High attention to detail -- this role touches billing, revenue, and system records where accuracy matters.* Clear, direct communicator -- written and verbal -- across all levels of the organization.* Able to manage multiple concurrent requests in a fast-paced environment and work to agreed SLAs.**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 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.*### Company OverviewIntapp builds AI software to power the world’s top investment, legal, and consulting firms. Our clients face unique challenges: they must track and manage complex client relationships, navigate strict regulatory requirements, and manage sensitive deal information. We develop software specifically for these needs, helping firms find and win business, onboard clients safely and manage risk, deliver exceptional work, and capture full value. Today, more than 2,700 firms worldwide rely on Intapp, including 95 of the Am Law 100, 16 of the top 20 accounting firms, and more than 1,700 private capital, investment banking, and real assets firms. Intapp has helped firms achieve measurable impact — from 25% more pitch opportunities to 55% faster client onboarding — turning intelligence into competitive advantage. Founded in 2000 and headquartered in Palo Alto, California, Intapp completed a successful IPO on June 30, 2021 (NASDAQ: INTA). Alongside a global ecosystem of partners, Intapp accelerates innovation and integration, ensuring our clients are always at the forefront of transformation.
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