Client Advocacy Manager, Intapp
Bringng the power of Applied AI to firm professionals
Be an early applicant
Bringng the power of Applied AI to firm professionals
1001+ employees
Be an early applicant
1001+ employees
Company mission
To help professionals turn knowledge, relationships, and operational insights into value.
Role
Who you are
- Exceptional written and verbal communication skills with a passion for client success
- Strong facilitation skills to lead internal and external meetings and drive problem-solving
- Analytical mindset with the ability to prioritize and manage multiple issues effectively
- Solid understanding of Intapp’s product suite and its application in client environments
- Business acumen and ability to align client needs with organizational goals
- Active listening skills and curiosity to uncover root causes and client concerns
- Collaborative approach with a commitment to teamwork and shared success
- Self-motivated, results-oriented, and comfortable working in a fast-paced environment
What the job involves
- S a Client Advocacy Manager, you will serve as a strategic partner and trusted advisor, championing client success and satisfaction across Intapp’s solutions
- In this high-impact role, you’ll manage a portfolio of clients, ensuring their needs are represented internally and their experience with Intapp exceeds expectations
- You’ll collaborate cross-functionally with teams such as Support, Product Development, Sales, Training, and Implementation to resolve escalations, drive adoption, and deliver measurable outcomes
- This position offers significant visibility with senior leadership and the opportunity to influence client-centric initiatives
- Champion Client Success: Act as the primary advocate for clients during escalated support situations, engaging across all business units and industries to ensure timely resolution and positive outcomes
- Onboarding & Transition: Lead client handovers from Implementation to Support, including reviewing support procedures, introducing resources, and coaching clients on leveraging the support portal and community
- Premium Client Engagement: Conduct quarterly success reviews for premium support clients, monitor satisfaction, and proactively manage open cases and escalations
- Relationship Building: Develop strong, trust-based relationships with client stakeholders to foster long-term partnerships and loyalty
- Data-Driven Insights: Utilize analytics to monitor customer health, identify trends, and create actionable plans to improve engagement and satisfaction
- Leverage Technology: Use AI tools to prepare client summaries, manage escalation workflows, and streamline communication
- Cross-Functional Collaboration: Partner with internal teams (Product, Sales, Support, GTM, Training, Implementation) to address complex client challenges and advocate for client needs
Salary benchmarks
Our take
The professional and financial services industries face a lot of challenges, and Intapp helps firms bring everything together in one cloud-based platform, connecting people, processes, and data so they can make better decisions, work more efficiently, and reduce risk. Its software is built specifically for firms like law, accounting, consulting, private capital, and investment banking, so they can manage everything from deals and clients onboarding to compliance and billing.
Intapp has grown its platform through a number of acquisitions, which have added new tools for collaboration, billing, and deal management, It's also focused on Ai-powered features, helping firms use their data smarter and automate routine tasks. And partnerships with companies like Microsoft Azure and other data providers strengthen the platform even further, making is easier for firms to connect systems and get insights.
Founded in 2000, Intapp went public in 2021 and now serves more than 2,6000 firms worldwide. Its cloud business is growing steadily, and more of its tools now include AI and automation to make work faster and simpler. With its continued focus ons amrt, industry-specific solutions, the company is well positioned to stay a leader in helping professional and financial firms run more efficiently in a fast-changing world.
Steph
Company Specialist at Welcome to the Jungle
Insights
16% employee growth in 12 months
Company
Company benefits
- Time away: In addition to generous paid time off, we recognize most major regional holidays.
- Flexibility: Intapp provides a highly flexible work environment to help employees successfully juggle work, wellness, and personal obligations.
- Wellness: Wellness is about being healthy and balanced in all areas of your life. We provide medical benefits for you and your family that offer quality, flexibility, and value.
- Saving and investing: We offer a variety of savings and investment programs to help you plan for the future and reach your financial goals.
- Family: We strive to be a great place to work for those with families. Benefits like paid parental leave, including adoptive leave, make it easier to take time off to welcome your new addition.
- Growth: We offer a variety of trainings and opportunities to help you increase your knowledge, build new skills, and take charge of your career.
Company HQ
Ventura, Palo Alto, CA
Leadership
Thad Jampol
(Co-Founder & CPO)Prior to co-founding Intapp in 2000, Thad received a BS in Computer Science from the University of California, Los Angeles.
David Morton
(CFO & Executive VP)David joined Intapp in 2023 as an Executive VP and CFO. Prior to this, he was an Executive VP and CFO at DigiCert and Anaplan. He also spent a brief stint at Tesla as a Chief Accounting Officer.
Don Coleman
(COO)Prior to joining Intapp in 2003, Don was a Director of Business and Corporate Development at Excite@Home. Her also co-founded the Stanford Student Enterprises and served as the CEO for 1 year.
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