Client Success Manager – Real Assets

Intapp

Client Success Manager managing strategic client relationships within SMB, Mid-Market, and Enterprise accounts. Onboarding and ensuring client satisfaction in the real estate industry while driving adoption and preventing churn.

Posted 7/31/2026full-timeRemote • New York • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing post-sale client relationships, particularly in the SaaS sector, with a focus on consultative engagement strategies and account health monitoring. Proficient in navigating complex software configurations and identifying upsell opportunities within real estate firms.

Highest-signal resume keywords

Customer Success ExperienceAccount Management in SaaSReal Estate Industry KnowledgeTechnical Proficiency in Software ConfigurationsCRM and Support Ticketing Systems

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consultative Engagement StrategiesAccount Health MonitoringSoftware IntegrationsUpsell Opportunity IdentificationClient ImplementationsOnboarding Processes

Soft Skills

Highly OrganizedSelf-StarterStrong Commercial Instincts

Tools & Technologies

CRM SystemsSupport Ticketing Systems

Industry Keywords

SaaS EnvironmentMid-Market AccountsEnterprise AccountsSMB Accounts

About the role

Key responsibilities & impact

Own the full post-sale client relationship across SMB, Mid-Market, and Enterprise accounts
Develop and deliver consultative engagement strategies for Mid-Market and Enterprise accounts
Act as the voice of the client to Product and Engineering
Maintain deep visibility into account health, usage patterns, and contract timelines
Lead and support client implementations and onboarding

Requirements

What you’ll need

1-3 years of experience in a Customer Success or Account Management role in a SaaS environment
Direct experience at or serving real estate firms
Technical proficiency in navigating complex software configurations and integrations
Strong commercial instincts and ability to identify upsell opportunities
Highly organized self-starter with experience with CRM and support ticketing systems

Benefits

Comp & perks

Equal employment opportunities to all qualified applicants
Variable compensation and equity may also be included