Director Client Success, Legal Portfolio
Intapp, Inc.
**Director Client Success, Legal Portfolio****Location US Midwest Central Time Zone is preferred; Remote -US or Hybrid, Palo Alto, NY or Charlotte offices are possible.****About the role**The Director Client Success, Legal Portfolio is a people leader on Intapp's Client Success team, responsible for inspiring, developing, and coaching a team of client success professionals to consistently deliver strong client outcomes with predictable results across the US Midwest and West.This role sits at the intersection of team leadership and client strategy, ensuring your portfolio of enterprise legal accounts is healthy, growing, and realizing the full value of their Intapp investment.Done well, this role turns a team into a high-performing unit and clients into long-term partners. Firms that are expanding their use of the platform and influencing peers in their markets. The Director operates as a trusted advisor to client stakeholders and internal leaders alike, and serves as the connective tissue between their team, Sales, Product, and the broader business.**What you'll do*** Build and oversee a portfolio strategy that optimizes account assignments, identifies client success opportunities, and ensures each client has a clear path to measurable outcomes.* Drive regular business reviews with your team, using KPIs, coverage data, and risk signals to surface what's working and where to focus.* Align with Sales segment leads on account-specific goals and ensure the team executes against shared objectives.* Ensure your team engages the right stakeholders at the right level in every account.* Build executive relationships directly in key accounts so Intapp has a trusted presence before it's needed.* Lead escalation management for high-risk client situations, providing leadership support and taking accountability for driving issues to resolution with urgency* Own retention and support growth for your portfolio, driving renewal forecast accuracy, identifying at-risk renewals early, and developing success plays that extend client value in partnership with Sales.* Lead proactive engagement models that increase product adoption and accelerate value realization across the full Intapp product suite and lifecycle.* Coach the team to develop and share best practices, thought leadership content, and industry-specific guidance that supports the broader legal client community.* Prioritize recruiting and building a team of strong performers, investing in hiring, onboarding, and developing talent as a core part of the role.* Model and reinforce industry knowledge and product depth, creating a culture of continuous learning and client-facing credibility**What you'll bring****Required*** 15+ years of experience in client success, portfolio, or account management team leadership roles within or serving professional services firms, ideally in the legal industry.* Proven ability to drive retention and support growth across a portfolio of enterprise accounts, including executive-level relationship management.* Strong leadership and coaching skills; able to develop talent, set clear expectations, and hold a team accountable to results. Success leading and managing teams of at least 10.* Strong consultative and communication skills: ability to listen carefully, influence at all levels, and navigate complex organizational dynamics.* Experience with change management or developing adoption strategies for enterprise technology platforms.* Strong analytical skills and the ability to synthesize input from multiple sources into clear recommendations for clients and internal stakeholders.* Bachelor's degree.* Ability to travel 20–30% of the year for client visits, team engagements, and industry events.**Preferred*** Familiarity with the Intapp product suite.* Familiarity with upstream and downstream systems such as Microsoft 365 and marketing, business development, relationship intelligence, experience management, document, financial, or practice management systems.* Experience in a publicly traded, growth-stage software company.**What You Will Gain**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. #J-18808-Ljbffr Intapp, Inc.
- Intapp, Inc. is looking for a Director of Client Success for the Legal Portfolio, primarily overseeing teams in the US. The ideal candidate will inspire a diverse team to ensure client satisfaction and drive growth across enterprise accounts. Responsibilities include optimizing...LegalRemote work
- ...Client Success Director, Legal US Remote or Hybrid in Charlotte, NC; New York NY; or Palo Alto, CA The Client Success Director, Legal is a... ...responsible for driving adoption and measurable value across a portfolio of enterprise accounts. This role is a generalist across...LegalLocal areaRemote workFlexible hours
- Arta Finance in Mountain View, California is seeking a Director of Client Advisory to support U.S. clients in developing sophisticated financial plans. This role involves managing client portfolios and collaborating with product experts to design tailored strategies. The...Suggested
$154k - $190k
...Role As a Senior Customer Success Manager, Enterprise/Strategic, you'll own and grow a portfolio of our most important enterprise... ...initiatives with Fortune 500 legal departments, while also helping... ...Customer Success, account management, client services, or similar customer-...Legal$260k - $320k
Director of Client Development Cooley is seeking a Director of Client Development to join the Marketing... ...where senior engagement is critical to success. Scalable Growth Infrastructure: Design... ...Bachelor’s degree Preferred: Prior legal industry or professional services...LegalFull timeTemporary workWork at officeImmediate startFlexible hoursWeekend work$110k - $180k
...deep tech to help people enjoy more successful financial lives—and we believe we can... ...from you. The Role We are looking for a client-centered Director of Client Advisory to join our... ...sophisticated financial plans and constructing portfolios across multiple asset classes. You...Remote work$240k - $300k
...leadership to shape long-term portfolio investment strategy and... ...executive decision-making.**What Success Looks Like in this Role*** **... ...sessions available 24/7* Free legal services that provide legal advice... ...:**** a high-caliber Senior Director of Portfolio Strategy &...LegalFull timeLocal areaFlexible hours$87k - $136k
...actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and... ...The Role The Key & Strategic Client Success Management (CSM) team at Addepar is responsible... ...or benefits. Applicants must be legally authorized to work in the United...LegalH1bWorldwideVisa sponsorshipWork visa- ## Senior Portfolio ManagerApplylocations: Palo Alto, California: Irvine... .... Performs all primary client contact and support for activities... ...be met by an employee to successfully perform the essential functions... ...Health plans, Voluntary Legal and Identity Theft Services*...Legal16 hoursWork experience placementWork from homeFlexible hours
- ...Sales Positions At Capitalg Portfolio Companies CapitalG is Alphabet's independent growth fund which invests in remarkable entrepreneurs... ...expecting or parents-to-be, criminal histories consistent with legal requirements, or any other basis protected by law. To all...Legal
$155k - $220k
...through AI-driven insights, and Customer Success is at the heart of that transformation.... ...company growth. This role reports to the Director of Customer Success and partners closely... ...point for your team and customer portfolio. Customer Outcomes & Revenue Growth Drive...- ...Appetit Position Title: Portfolio Project Chef Salary: 1... ...the National Culinary Director, translating culinary... ...high‑profile events, client activations, or... ...company culture. Support succession planning by identifying... ...Leave Personal Leave Legal & Compliance Compass Group...LegalContract workLocal areaRemote workFlexible hoursAfternoon shift
$76k - $107.5k
...leading law firm in California is seeking a Client Accounting Specialist to manage client portfolios and ensure compliance with billing... ...organizational skills, alongside 5+ years of legal billing experience. The successful candidate will produce prebills, monitor accounts...Legal- ...net worth (UHNW) relationships. The Sr. Portfolio Advisor manages a set of fee-producing... ...appropriate execution of our Goals Driven client experience, emerging technology capabilities... ..., co-trustees, consultants, the bank's legal area and outside attorneys to ensure...LegalWork experience placementH1bLocal areaFlexible hours
- ...commitment reflected in the continued success of our clients across the globe. We are committed to... ...retaining, developing and promoting the best legal talent. Accordingly, the total... ...venture capital firms on investments and portfolio company matters. Strong drafting and...LegalWork at office
$189.29k - $331.2k
...proud to guide the world’s most successful individuals, families,... ...partners, and to provide to our clients and the communities we serve... ...UHNW) relationships. The Sr. Portfolio Advisor manages a set of fee-... ...trustees, consultants, the bank's legal area and outside attorneys to...LegalFull timeWork experience placementH1bLocal areaWorldwideFlexible hours- ...Managing Director, Operations About the Company... ...role in Operations. The successful candidate will be responsible... ...leadership, client service and relationship... ...minimum of 10 years' legal or law firm experience... ...in the group's current portfolio, establish a strong operational...Legal
- ...retention, expansion, and long-term customer success. The ideal candidate is a seasoned... ..., Value Management Office, Partnerships, Legal, and Solutions Consulting—to ensure customers... ...events) Responsibilities Own a portfolio of active Healthcare accounts—serving as...LegalFull timeWork at officeRemote work
- ...markets, the firm delivers sophisticated legal services while cultivating a... ...attorneys and professional staff contribute to client success and organizational excellence. Baker... ...confidential information. Preferred: digital portfolio of writing or communications work....LegalHourly payFull timeInternshipWork at officeLocal areaRemote work2 days per week3 days per week
- # Portfolio Management & Operations Professional, Impact InvestingHedge Impact headhuntingAssociatePrivate EquityFull-timeLocationPalo Alto... ...to enhance efficiency. You will also coordinate with advisors, legal, accounting, investment managers, donor advised fund sponsors...LegalFull timeWork at office
$205k - $286k
...structures for contract management, ensuring successful outcomes across many different providers... ...platforms, we make Google’s product portfolio possible. We’re proud to be our... ...of criminal histories, consistent with legal requirements. See also Google's EEO Policy...LegalPermanent employmentContract workTemporary work- ...commitment reflected in the continued success of our clients across the globe. WilmerHale is committed... ..., developing and promoting the best legal talent. Accordingly, the total... ...Developing and managing strategic IP portfolios for clients. Providing mentorship and...LegalWork at office
$60k - $160k
...coordination and communication • Access to top-tier clinics and legal teams • A culture rooted in ethics, discretion, and... ...matters for everyone involved. Ideal candidates: • Prior successful pregnancies (surrogacy experience is a plus) • Stable lifestyle...Legal$132.85k - $185.98k
...Portfolio Manager II Bank of Marin, voted by our employees as one... ...loan closing for prospects and clients to which they are assigned.... ...knowledge of regulatory and legal issues encountered in the completion... ...on role. The pay rate for a successful applicant depends on a...LegalWork experience placementBank staffWork at office$142k - $205k
...and safeguard Google Cloud's reputation across this expansive portfolio. The US base salary range for this full-time position is $142,... ...closely with Marketing, Product, Engineering, Developer Relations, Legal, and Government Affairs teams to ensure cohesive, consistent,...LegalFull timeTemporary work- ...Overview We are seeking an Enterprise Customer Success Manager to own the post-sale journey for... ...and create strategic success plans for a portfolio of 40-50 enterprise accounts. Commercial... ...complex enterprise procurement and legal review processes Excellent communication...LegalContract workLocal areaRemote workFlexible hours
$200k - $260k
Program Manager, Kill Chain Portfolio (Advanced Sensors & Quantum Systems) Location: US-CA... ...and Technology Policy to enable program success. Stakeholder Management: Responsible for... ..., veteran's status or any other status legally protected by applicable federal, state,...Civilian ContractorContract workWork at officeLocal area$232.5k - $313.89k
...About Our Client Our client is a globally recognized... ...growth. The Managing Director opportunity offers the... ...Partner with pricing and legal project management... ...market trends. 90‑Day Success Roadmap First 30 Days... ...in the group's current portfolio; build deep internal relationships...LegalWork at officeRemote work$120k - $175k
...At the core of Cooley's success is the exceptional... ...across Cooley's application portfolio. Under the direction of... ...from the Associate Director of Product, the Product... ...Experience working in a legal services environment with... ...information, projects, client data High level of...LegalFull timeTemporary workWork at officeRemote workWork from homeWorldwideFlexible hoursWeekend work$200.7k - $301.7k
...developing and curating the company’s hardware and mechanical patent portfolio. You will work with the mechanical engineering and design... ...quality, strategic patent assets; providing expert technical and legal analysis; handling patent challenges; providing guidance in...LegalWork experience placementWorldwideRelocation
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director Client Success, Legal Portfolio. Be the first to apply!
- customer care manager Palo Alto, CA
- director of customer service Palo Alto, CA
- director of client services Palo Alto, CA
- manager customer service Palo Alto, CA
- contact centre manager Palo Alto, CA
- director client management Palo Alto, CA
- remote legal Palo Alto, CA
- remote legal writer Palo Alto, CA
- vice president legal Palo Alto, CA
- junior legal associate Palo Alto, CA

