Client Services Strategy Lead

Intapp • New York, NY

4d

About The Position

The Client Services Strategy Lead reports directly to the SVP Client Services and serves as an operational partner and strategic driver for the SVP and the broader Client Services leadership team. The role supports the development and execution of the long-term Client Services Strategy, leads complex cross-functional initiatives, creates executive and team presentations, prepares executive- and Board-level materials, and manages the Client Services transformation plan.

The position works closely with Client Services leaders and partners across Finance, Legal, Marketing, IT, Sales, and Product & Engineering. It includes developing multi-year roadmaps, tracking transformation progress and risks, conducting strategic research and benchmarking, and turning data and organizational insight into concise recommendations. The role also takes on high-priority and emerging projects as strategic needs evolve.

Requirements

• Bachelor’s degree in Business, Operations, Communications, or a related field.
• At least 4 years of experience in strategic program management, management consulting, corporate strategy, or business operations.
• Advanced proficiency in Microsoft 365, including PowerPoint, Excel, Word, and Teams.
• Demonstrated ability to create visually compelling, executive-ready presentations and financial or operational data models.
• Exceptional written and verbal communication skills, including the ability to frame complex ideas simply for executive audiences.
• Strong organizational skills, analytical thinking, and ability to manage cross-functional priorities in a fast-paced environment.
• High emotional intelligence, discretion, and executive presence when handling confidential and high-stakes matters.

Nice To Haves

• Advanced skills using Claude or other generative AI platforms to streamline research, analysis, and strategic content creation.
• Experience in management consulting, Client Services or Customer Success operations, transformation program leadership, or directly supporting a C-suite leader.
• Professional familiarity with project governance tools such as Asana, Jira, or Smartsheet.

Responsibilities

• Translate Client Services leadership’s vision into actionable multi-year roadmaps and operational plans.
• Create and manage presentations and materials for the SVP Client Services and the broader Client Services leadership team, including C-Suite and Board presentations, Compensation Committee materials, executive updates, and functional all-hands meetings.
• Own and manage the Client Services transformation plan, driving complex initiatives and tracking progress, dependencies, risks, and outcomes.
• Develop project charters, milestone tracking, risk mitigation strategies, decision logs, and retrospectives.
• Facilitate strategic alignment with Finance, Legal, Marketing, IT, Sales, and Product & Engineering.
• Conduct strategic research, competitive benchmarking, and process design to evaluate and address organizational challenges.
• Synthesize raw data, market trends, and organizational sentiment into executive-ready memos and recommendations.
• Lead high-priority, special, and emerging projects as strategic needs evolve.

Benefits

• Professional development opportunities.
• Reimbursement for training and continuing education.
• Modern, open offices, complimentary lunches, and fully stocked kitchens.
• Wellness programs and flexible time off.
• Benefits designed to care for employees and their families.
• Family-formation benefits and support.
• Paid volunteer time off.
• Donation matching program.
• Variable compensation and equity may be included in addition to base salary.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level