Client Success Analyst Intern

Intapp • Charlotte, NC

10d • Hybrid

About The Position

Intapp is looking for a Client Success Analyst intern to handle client inquiries and add-on projects while providing a high level of support to the Intapp DealCloud platform user community. You will work closely with our Client Success team to ensure a seamless experience with the Intapp DealCloud platform. If you get excited about delivering outstanding, memorable experiences, facilitating creative solutions, this is the role for you. In this role you will hone your organizational skills and learn the art of prioritization to treat all clients like they are your only one.

Requirements

• Some w orking knowledge of Excel ( V Look Up, Pivot Tables, Calculations and Formulas etc.) and competency with Windows OS and Microsoft Office suite
• Excellent written and verbal communication skills, and be able to work effectively in partnership with clients
• Strong a n alytical a nd problem-solving abilities
• Self-motivated with a strong work ethic
• Excellent organizational skills and an effective planner
• In 3 rd year of undergraduate business or other related degrees.
• Preferred majors, minors and concentrations include , Business, Finance, Communications, Economics , Management Information Systems

Nice To Haves

• Knowledge or experience with SaaS (cloud based) software deployment
• Financial Services Industry experience or interest

Responsibilities

• Assist the team with client questions regarding training, platform configuration, workflow and new processes
• Analyze success metrics to determine adoption trends and collaborate with Client Success Managers on how to improve adoption for specific clients
• Join in on calls with clients
• Work on small projects surrounding data cleanup, reporting/analysis on trends within client requests, and/or documenting how-to knowledge articles

Benefits

• An incredible team of smart people to learn from and work with
• Opportunities to learn client-facing skills
• Learn client success metrics
• Exposure to the financial services industry and working in a public agile technology organization
• Your pr ofessional growth and development will be supported throughout the internship program via project work related to your academic and professional interests, mentorship, and engaging events with other interns and company leadership.

What This Job Offers

• Career Level: Intern
• Number of Employees: 1,001-5,000 employees