Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Success Director, Legal

Intapp, Inc.

**Client Success Director, Legal**Remote or Hybrid (US), New York area preferred**About the role**The Client Success Director, Legal is a senior individual contributor on Intapp's Client Success Legal Industry team, responsible for driving adoption and measurable value across a portfolio of enterprise accounts. This role is a generalist across Intapp's product suite with depth of expertise in Intapp DealCloud and the broader marketing, business development, relationship intelligence, and experience management domain.Success in this role turns clients into long-term partners - firms that are fully realizing their Intapp investment, expanding what they do with the platform, and influencing peers in their markets. The Client Success Director operates as a trusted advisor to client stakeholders at all levels - from daily users to C-suite leaders - and serves as the voice of the customer internally to our product and account teams.**What you will do:*** Serve as the primary point of accountability for client health across your portfolio, translating adoption data, business outcomes, and engagement signals into clear, actionable success plans.* Identify at-risk accounts early and lead the response - whether that's a remediation plan, an expanded use case, or an executive escalation - to protect and grow the client relationship.* Align with Account Managers to ensure success plans, commercial priorities, and relationship milestones are coordinated.* Drive proactive, outcome-focused engagement with assigned accounts.* Participate in and contribute to client business reviews, presenting health and adoption metrics alongside recommendations.* Serve as a subject matter expert in Intapp DealCloud with the ability to apply generalist knowledge across the broader Intapp product lines.* Consult with clients post-deployment to ensure they capitalize on all available DealCloud features and that implemented solutions meet their organizational needs.* Build a visible presence as a trusted advisor in the market through user group leadership, active participation in Intapp's client community, and thought leadership at industry conferences and events.* Serve as the voice of the customer on new features and development priorities, particularly for the DealCloud product line.* Reinforce and expand knowledge of Intapp's product portfolio, competitive landscape, and industry dynamics on an ongoing basis.**What you will need:*** 12+ years of experience in client success, solution advisory, or consulting roles serving professional services firms, ideally in the legal industry.* Demonstrated expertise with Intapp DealCloud or equivalent marketing, business development, relationship, and/or experience management technologies in a professional services environment.* Proven ability to manage the client success of a portfolio of enterprise accounts, including executive-level stakeholder relationships.* 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 ability to synthesize input from multiple sources into clear client-facing recommendations.* Resourceful problem-solver with results orientation and strong time management discipline.* Bachelor's degree required.* Ability to travel up to 10-20% of the year for client visits, user group sessions, and industry events.**Preferred*** Experience across the broader Intapp products, particularly Intake, Conflicts, Terms, and/or Collaboration.* Familiarity with CRM and ERM platforms and associated tools - including eMarketing systems - as they pertain to relationship intelligence, data governance, compliance, and client information management workflows.* Proficiency in the Microsoft 365 suite.* Exposure to financial management systems such as Elite 3e or Aderant.* Experience in a publicly traded, growth-stage software company.**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.*Intapp 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 #J-18808-Ljbffr Intapp, Inc.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Success Director, Legal in Palo Alto, CA vacancy
  • $163.2k - $220.8k

    Senior Client Service Manager, Client Experience Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth...  ...clients. Reporting to the Director of Client Service, you will...  ...administrative and operational success. Partner with Finance, IT,... 
    Legal
    Immediate start
    Worldwide

    Wilson-Sonsini-Goodrich-

    Palo Alto, CA
    2 days ago
  • $95k - $110k

    A prestigious law firm in Palo Alto is seeking a Senior Client Accounting Coordinator to manage client account analysis and billing support...  ...should have a Bachelor's degree and a minimum of five years of legal billing experience. Responsibilities include handling complex... 
    Legal

    Skadden, Arps, Slate, Meagher & Flom LLP

    Palo Alto, CA
    1 day ago
  • $109k - $130k

    Job DescriptionAbout the Role: Fragomen’s Client Services Manager role gives you the...  ...InnovationPartner with clients to develop and execute legal strategies on a global level.Advise...  ...contracts are contingent upon the successful completion of the Firm’s pre-employment screening... 
    Legal
    Work at office
    Local area

    Fragomen

    Palo Alto, CA
    16 hours ago
  •  ...deliver the highest quality advice and novel solutions to our clients’ legal issues. We are known for handling the most complex...  ...and collections staff.Works alongside the Rates team to ensure successful timekeeper and rate submissions, monitors approvals, and resolves... 
    Legal
    Work at office
    Local area
    Remote work
    Shift work

    Skadden,-Arps,-Slate,-Meagher-

    Palo Alto, CA
    16 hours ago
  •  ...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'... 
    Legal
    Local area
    Remote work
    Flexible hours

    Integration Appliance, Inc.

    Palo Alto, CA
    1 day ago
  • $155k - $180k

     ...deliver the highest quality advice and novel solutions to our clients' legal issues. We are known for handling the most complex...  ...and problem-solving skills, maintaining composure and ensuring successful outcomes when unexpected challenges arise during events.... 
    Legal
    Contract work
    Work at office
    Local area
    Remote work
    Shift work

    Skadden Arps

    Palo Alto, CA
    2 days ago
  • $128k - $250k

     ...Salary $128,000 - $250,000 Role Description Infosys is seeking a Client Partner for our Consumer Practice. In this role you will be...  ...Accounts Insurance (Accident, Critical Illness, Hospital Indemnity, Legal) 401(k) plan with contributions based on salary level Paid... 
    Legal
    Temporary work

    Infosys Limited

    Cupertino, CA
    2 days ago
  •  ...an Immigration Attorney to manage complex employment-based immigration cases. You will be a trusted advisor, helping clients navigate challenging legal decisions and ensuring exceptional outcomes. The ideal candidate has at least three years of relevant experience, is... 
    Legal

    Alma co

    Palo Alto, CA
    4 days ago
  •  ...deliver the highest quality advice and novel solutions to our clients’ legal issues. We are known for handling the most complex...  ...spectrum of talent only make us better and is vital to the firm's success. Our goal is for everyone at the firm to enjoy a challenging... 
    Legal
    Local area
    Remote work
    Shift work

    Skadden,-Arps,-Slate,-Meagher-

    Palo Alto, CA
    3 days ago
  • $107k - $143k

    Client Accounts Operations Lead (Legal Billing) Our client is seeking a Client Accounts Operations Lead to join its finance and billing team. This is an advanced-level role for a senior legal billing professional with strong analytical capabilities and experience managing... 
    Legal
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Permanent Placements LLC

    Palo Alto, CA
    4 days ago
  • $76k - $107.5k

    A leading law firm in California is seeking a Client Accounting Specialist to manage client portfolios and ensure compliance...  ...and organizational skills, alongside 5+ years of legal billing experience. The successful candidate will produce prebills, monitor accounts... 
    Legal

    Fenwick & West LLP

    Mountain View, CA
    1 day ago
  • $95k - $110k

     ...Senior Client Accounting Coordinator Growing prestigious law firm seeks a senior client accounting coordinator to join their team!...  ...Qualifications Bachelor's degree Minimum of five years of legal billing work experience including account analysis related functions... 
    Legal
    Work experience placement

    Addition Management

    Palo Alto, CA
    4 days ago
  • $274.55k - $355.3k

     ...operations, performance, and innovation. As an Enterprise Majors Client Executive, you will manage a concentrated portfolio of...  ...-functional teams including Cloud, Services, Customer Success, Finance, and Legal to drive deal execution and customer outcomes Lead quarterly... 
    Legal
    Contract work
    Work at office
    Local area

    NetApp

    Santa Clara, CA
    2 days ago
  • $200k - $250k

     ...Founded by ad platform veterans from Google and Instacart, we've successfully raised a $25 million Seed funding round led by Kleiner Perkins...  ...life. Our AI agents have already proven their value, helping clients drive 40% more sales and managing millions in monthly Google... 

    MAI

    Mountain View, CA
    2 days ago
  • $200k - $250k

    A dynamic advertising technology firm in Mountain View is looking for a Client Partner to own the full sales cycle and engage with eCommerce brands. This role demands expertise in performance marketing and strong analytical skills to optimize client campaigns. The firm... 

    MAI

    Mountain View, CA
    16 hours ago
  • $95k - $110k

     ...deliver the highest quality advice and novel solutions to our clients' legal issues. We are known for handling the most complex...  ...spectrum of talent only make us better and is vital to the firm's success. Our goal is for everyone at the firm to enjoy a challenging... 
    Legal
    Work experience placement
    Work at office
    Local area
    Remote work
    Shift work

    Skadden Arps Slate Meagher and Flom LLP

    Palo Alto, CA
    11 days ago
  • $144k - $244k

    A leading global technology services firm seeks a Senior Client Executive-Hi-Tech in Palo Alto, California. This remote role focuses on managing multiple manufacturing clients and driving revenue growth, requiring extensive experience in client management, and knowledge... 
    Remote work

    NTT Data Americas, Inc.

    Palo Alto, CA
    2 days ago
  • $28 - $30 per hour

     ...excellent opportunity for an experienced Client Service Supervisor to come grow with our...  ...paid holidays, medical, dental, vision, legal and life insurance, transit program, referral...  ...transform our business Participate in succession planning at the site Lead by example What... 
    Legal
    Temporary work
    Work at office
    Immediate start

    SPS-North America

    Sunnyvale, CA
    16 hours ago
  • $150k

     ...Relationship Manager At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent...  ...to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex financial... 
    Temporary work
    Work at office
    Immediate start

    Chase

    Palo Alto, CA
    7 hours ago
  •  ...Client Accounts Operations Lead DLA Piper is, at its core, bold...  ..., is an advanced level Legal Biller with analytical and job...  ...responsibilities and is expected to successfully but dynamically manage the...  ...to a Manager, Sr Manager, or Director in the department with ongoing... 
    Legal
    Temporary work
    Interim role
    Work at office
    Remote work

    DLA Piper

    Palo Alto, CA
    3 days ago
  •  ...Client Service Associate Redwood Shores, CA $18$23/hour 1-Year W2 Contract-to-Hire Hybrid...  ...Team members work together to celebrate successes, overcome challenges, and keep operations...  ..., an employee assistance program, legal support, auto, home insurance, pet insurance... 
    Legal
    Contract work
    Work at office
    Local area
    Remote work
    Monday to Friday
    1 day per week

    Pride Global

    Redwood City, CA
    2 days ago
  • JPMorgan Private Client Market Director - Palo Alto, CA Job Information Job Identification 210596769 Job Category Relationship Manager Business...  ...enhance service delivery and client satisfaction Proven success in business development, including working with strategic... 
    Full time
    Work at office

    JPMorgan Chase & Co.

    Palo Alto, CA
    1 day ago
  •  ...Client Solutions Architect Manager Harness your technical expertise to shape innovative client solutions and bridge product capabilities...  ...client experiences, and redefine solution-oriented success. As a Client Solutions Architect Manager in JP Morgan's Merchant... 

    Chase

    Palo Alto, CA
    4 days ago
  •  ...Sales Trader, you will join the Electronic Client Solutions team, which is the client-...  ...stakeholders (Sales, Trading, Product, Technology, Legal, Compliance) and drive deliverables to...  ...workforce are directly linked to our success. We are an equal opportunity employer and... 
    Legal

    JPMorgan Chase

    Palo Alto, CA
    3 days ago
  •  ...Cosmetics Client Development Manager Macy's is more than just a store. We're a story....  ...the customer experience and drive shared success. Manage vendor events and promotions,...  ...Program with mental health counseling and legal/financial advice Access the full menu... 
    Legal
    Full time
    Work experience placement
    Seasonal work
    Flexible hours
    Afternoon shift

    Macy's

    Santa Clara, CA
    2 days ago
  •  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life...  ...leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management...  ...Management * Employee Counseling * Succession Planning * Trade Operations Management... 
    Work at office
    Work from home
    Home office
    Shift work
    Day shift

    Bank of America

    Palo Alto, CA
    1 day ago
  • A leading technology services provider is seeking a Client Delivery Executive III in Mountain View, California. The role involves overseeing the delivery of services, ensuring client satisfaction, and managing operational governance. Candidates should have an advanced... 
    Remote work

    NTT DATA, Inc.

    Mountain View, CA
    16 hours ago
  • $205k - $273k

    NTT DATA North America is hiring a CDE III (Client Delivery Exec) in Mountain View, California, responsible for delivering NTT DATA services and ensuring client satisfaction. This role requires over 8 years of experience in IT management and service delivery, including... 

    NTT DATA North America

    Mountain View, CA
    2 days ago
  • $150k

    At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring...  ...network to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex... 
    Temporary work
    Work at office
    Immediate start

    JPMorgan Chase & Co.

    Palo Alto, CA
    16 hours ago
  • $144k - $244k

     ...thinking organization, apply now. We are currently seeking a Senior Client Executive-Hi-Tech(Remote) to join our team in Palo Alto,...  ...complex, geographically dispersed organizations at C-level. Create success with P&L of ~$25M with financial management capabilities,... 
    Remote job
    Work from home
    Home office

    NTT DATA, Inc.

    Palo Alto, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Success Director, Legal. Be the first to apply!