Job Description
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. #LI-AS1 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. 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 partners, Intapp accelerates innovation and integration, ensuring our clients are always at the forefront of transformation.
