Director, Client Success – Legal Portfolio

Intapp

Director Client Success managing a portfolio of legal accounts with Intapp. Leading team, driving retention, and ensuring client value realization in legal industry.

Posted 5/28/2026full-timeCalifornia, New York, North Carolina, Texas • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

Professional development opportunities supported by a community of experienced professionals.
Reimbursement for training and continuing education.
Modern, open offices designed to inspire creativity and collaboration.
Complimentary lunches and fully stocked kitchens.
Comprehensive wellness and flexible time off programs.
Family-formation benefits and support during family-building journey.
Paid volunteer time off and donation matching program.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client successportfolio managementaccount managementretention strategiesgrowth strategieschange managementanalytical skillsadoption strategiesKPI analysisrisk management

Soft Skills

leadershipcoachingcommunicationconsultative skillsinfluencingteam accountabilityrelationship managementorganizational dynamicstalent developmentcontinuous learning

Certifications

Bachelor's degree