Client Success Manager, Real Assets

Client Success Manager  

Intapp is expanding our Client Success team, and we’re looking for a Client Success Manager to own and grow strategic relationships with our clients. In this role, you’ll be responsible for onboarding, driving adoption, monitoring usage, and identifying opportunities for expansion across our SMB, Mid-Market and Enterprise accounts. You’ll play a central role in ensuring client satisfaction and long-term retention – balancing hands-on implementation training with white-glove client success initiatives.  

You’ll collaborate closely with Product, Engineering, and Sales to communicate feedback, forecast renewals, and deliver value across the client lifecycle. If you enjoy creating structure in fast-moving environments and building deep relationships with clients, we’d love to talk.  

Intapp, based in Silicon Valley, is a leader in Vertical AI SaaS solutions, collaborating with the world’s top firms globally across accounting, consulting, investment banking, legal, private capital, and real assets. With 20+ years of industry expertise, Intapp's "Intelligence Applied" approach is transforming how businesses operate and leverages a strategic partnership with Microsoft in delivering industry cloud solutions. 

What you’ll do:  

• Own customer relationships post-sale, with a focus on driving renewals, identifying expansion opportunities, and preventing churn.  

• Serve as the voice of the client to Product by systematically capturing feature requests, pain points, and enhancement ideas; log them in our tracking system with clear business impact statements; regularly review the backlog with Product team to help prioritize requests; advocate for high-impact items during roadmap planning; and close the loop with clients 

• Develop and deliver high-touch, consultative engagement strategies that include regular business reviews, strategic planning, and proactive support for Mid-market and Enterprise accounts. For SMB customers, develop and implement scalable, automated playbooks.  

• Maintain clear visibility into account health, contract timelines, and key stakeholder alignment to accurately project renewal likelihood and flag risk early.  

• Identify upsell and cross-sell opportunities based on customer goals, product usage, and evolving needs, and partner with Sales to develop and execute tailored expansion strategies.  

• Occasionally support or lead implementations 

What you’ll need:  

• Direct experience as a CSM or Account Manager serving real estate firms — whether investment managers, private equity real estate, asset managers, developers, or brokerages. You understand how these organizations operate, how deals flow, and what their teams actually need from technology. Experience with proptech, real assets software, or real estate data platforms is a strong plus.

• Deep technical proficiency — comfortable navigating complex software configurations, integrations, and implementation workflows, and able to serve as a credible technical resource for clients and internal teams alike.

• Proven experience in a Customer Success or Account Management role (ideally in a SaaS environment)  

• Strong relationship management skills with a focus on customer outcomes and retention.  

• Experience managing accounts of varying size and complexity – from high-volume SMB to white-glove Enterprise 

• Confident onboarding and training users across technical and non-technical roles. 

• Highly organized, self-starter mentality with excellent time and priority management 

• Ability to identify upsell opportunities and communicate value to decision makers 

• Experience with CRM, support ticketing systems 

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 https://www.intapp.com/working-at-intapp/. 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.