[Remote] Director Client Success, Legal Portfolio
Note: The job is a remote job and is open to candidates in USA. Intapp is a company focused on delivering client success, and they are seeking a Director Client Success for their Legal Portfolio. This role involves leading a team to ensure client outcomes and account growth, acting as a trusted advisor, and managing executive relationships in enterprise legal accounts.
Responsibilities
- 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
Skills
- 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
- 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
Benefits
- Professional development opportunities supported by a community of experienced professionals
- Reimbursement for training and continuing education to help you stay ahead in your career
- Complimentary lunches and fully stocked kitchens
- Comprehensive wellness and flexible time off programs
- Family-formation benefits and support during your family-building journey
- Paid volunteer time off
- Donation matching program for the causes you care about
Company Overview