Senior Client Portfolio Manager

Intapp•US MO Remote, MO

About The Position

Intapp is the governed AI platform for professional firms in highly regulated industries — purpose-built for the specialized workflows and compliance requirements of accounting, consulting, investment banking, legal, private capital, and real assets firms. We work with the world’s leading firms to help partners, dealmakers, and advisors drive growth, manage compliance, and improve profitability. As a Senior Legal Portfolio Manager, you will be responsible for working with new and existing legal customers to ensure that they are successful with Intapp solutions. You will also monitor a client’s on-going health and establish a cadence for client interactions that ensure each customer is fully optimized on their existing deployed solutions. In summary, your job is to ensure that you deliver value to our customers.

Requirements

7+ years of customer-facing experience in Client Success, Sales, Account Management, or Project Management — ideally within legal tech, enterprise software, or professional services technology.
Proven ability to build strong relationships with customer stakeholders, communicate clearly in both written and verbal forms, and collaborate cross-functionally to deliver outcomes that drive software adoption and long-term retention.
Deep aptitude for understanding complex solution sets and the business problems they solve — with the ability to quickly learn Intapp's platform and translate technical capabilities into meaningful value for law firms and legal departments.
Hands-on experience driving software implementation and adoption best practices, with the technical acumen to grasp customer use cases, architectural requirements, and the operational workflows common in legal environments.
Proficiency with CRM systems and the organizational discipline to manage both proactive client engagement and reactive support needs effectively across a dynamic, fast-paced book of business.

Responsibilities

Drive high customer retention and loyalty by managing ongoing needs, assessing renewal health, and proactively addressing obstacles that create renewal risk.
Advocate for customer needs cross-departmentally while working with key accounts to establish critical goals, performance indicators, and measurable outcomes that ensure clients achieve success.
Identify and develop upsell opportunities while nurturing customers toward advocacy, leveraging strong analytical and problem-solving skills to surface client needs and deliver tailored solutions.
Utilize CRM and customer success tools to design and execute targeted outreach campaigns — monthly, quarterly, and annually — focused on driving adoption, minimizing churn, and growing Intapp's footprint.
Champion customer engagement by promoting participation in Intapp Communities and encouraging use of available knowledge base and online support resources to maximize client value.