Intapp

Attorney

• Serve as the primary point of accountability for client health across your portfolio.
• Identify at-risk accounts early and lead the response to protect and grow the client relationship.
• Align with Account Managers to ensure success plans, commercial priorities, and relationship milestones are coordinated.
• Drive proactive, outcome-focused engagement with assigned accounts.
• Participate in and contribute to client business reviews, presenting health and adoption metrics alongside recommendations.
• Serve as a subject matter expert in Intapp DealCloud.
• Consult with clients post-deployment to ensure they capitalize on all available DealCloud features.
• Build a visible presence as a trusted advisor in the market through user group leadership and active participation in Intapp's client community.
• Serve as the voice of the customer on new features and development priorities.

Client Success Director – Legal

Account Manager

• Manage and grow a dedicated portfolio of mid-market private capital and investment banking accounts.
• Build and deepen relationships with senior leaders and executive sponsors at client firms.
• Develop and execute strategic account plans that convert opportunity into measurable growth.
• Lead quarterly business reviews and client check-ins to align on outcomes and priorities.
• Monitor client health and act proactively to resolve friction.

Account Manager – Upper Middle Market

Financial Planning and Analysis

• Automate month-end close tasks such as journal entries, account reconciliations, and financial reporting workflows using data automation and workflow tools.
• Conduct business analysis and stakeholder interviews with accounting, tax, procurement, and finance to identify process gaps and recommend improvements.
• Support finance transformation initiatives focused on improving efficiency, transparency, and scalability of financial data and reporting processes.
• Develop and manage project plans, timelines, and deliverables to ensure successful execution of transformation initiatives.
• Collaborate with cross-functional teams across Accounting and Finance organizations to implement innovative solutions.
• Ensure transformation initiatives maintain strong internal controls and regulatory compliance (e.g., SOX).
• Apply deep understanding of US GAAP accounting standards and financial reporting processes.

Senior Finance Transformation Analyst

General Counsel

• Draft, review and negotiate a variety of technology license/subscription agreements supporting international sales teams for both cloud-based solutions and on-premise software implementations.
• Draft and maintain form subscription, license, services and non-disclosure agreements.
• Advise the Sales, Client Operations and other stakeholder teams to ensure agreements are consistent with internal risk tolerance and corporate policies and processes.
• Advise business teams regarding legal issues presented by new product offerings and third-party relationships.
• Review and negotiate other technology agreements as needed, including partner and reseller agreements.
• Review and negotiate agreements with the company’s technology and non-technology vendors.

Corporate Counsel – Commercial Affairs

Cloud Engineer

• Define, configure, and maintain best-practice solution blueprints for Intapp Compliance products.
• Lead internal and client-facing discovery to identify unmet needs and workflow gaps in target industries.
• Partner with product management to maintain strong feedback loops and roadmap alignment.
• Provide tactical field support to sales, pre-sales, services, client success, and support teams.
• Work with Industry Solutions Programme Managers to develop and deliver enablement content.

Client Success Director – Legal

Account Manager – Upper Middle Market

Senior Finance Transformation Analyst

Corporate Counsel – Commercial Affairs

Industry Cloud Architect