Associate Client Services Operations Analyst

The 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. Responsibilities 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. 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 contract execution through to project close. Support compliance checks across active projects, validating project setups, billing configurations, and tNPS surveys are executed accurately and on time, and flagging discrepancies. Actively participate in identifying, documenting, and implementing process improvements across the team's core workflows, including filing the Ops team's improvement roadmap, piloting AI‑assisted approaches, and measuring impact. Support the broader services team with data pulls, ad‑hoc reporting, and process documentation as the business needs evolve. Qualifications 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 ask “could this be automated?” and are willing to experiment, learn, and share what works. 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. Benefits Comprehensive wellness and flexible time‑off programs. Professional development support, including reimbursement for training and continuing education. Inclusive and collaborative culture that values contributions and fosters growth. Family‑friendly benefits, including paid volunteer time off and donation matching. 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. #J-18808-Ljbffr INTEGRATION APPLIANCE, INC.