Client Success Associate Jobs
Client Success Associate jobs are open from entry-level to senior across SaaS, fintech, healthcare technology, and professional services, with specializations in onboarding, renewals, and enterprise account management. See the openings below and apply to the ones that match your experience.
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Client Success Manager, Financial Services
Charlotte, NC
About the role
The Client Success Manager, Financial Services is an individual contributor on Intapp’s Client Success Financial Services Industry team. Rather than owning a book of business, you will operate as part of a portfolio team of client success resources that engages with clients to run success plays — stepping in where expertise is needed and collectively accountable for adoption and measurable value across the portfolio. This role is a generalist across Intapp’s product suite with depth of expertise in DealCloud.
Success in this role turns clients into long-term partners and helps them become more self-sufficient — firms that are fully realizing their Intapp investment, expanding what they do with the platform, and influencing peers in their markets. The Client Success Manager operates as a trusted advisor to client stakeholders at all levels and serves as the voice of the customer internally to our product and account teams.
What you will do:
- Serve as a resource and shared point of accountability for client health across the clients you engage with, translating adoption data, business outcomes, and engagement signals into clear, actionable success plans.
- Identify at-risk accounts early and lead the response — whether that's a remediation plan, an expanded use case, or an executive escalation — to protect and grow the client relationship.
- Participate in and contribute to client business reviews, presenting health and adoption metrics alongside recommendations.
- Drive success plays based on the client lifecycle, including onboarding, adoption and feature enablement.
- Serve as the voice of the customer on new features and development priorities, particularly for DealCloud.
- Serve as a subject matter expert in DealCloud with the ability to apply generalist knowledge across the broader Intapp products.
- Partner with Account Managers and fellow client success teammates to ensure success plans, commercial priorities, and relationship milestones are coordinated across each engagement.
- Build a visible presence as a trusted advisor in the market through active participation in Intapp's client community and events.
- Reinforce and expand knowledge of Intapp's product portfolio, competitive landscape, and industry dynamics on an ongoing basis.
What you will need:
Required
- 3+ years of experience in client success or account management roles, ideally in the financial services industry.
- Demonstrated expertise with Intapp DealCloud or equivalent deal management / CRM technologies in a financial services environment.
- Strong consultative and communication skills: ability to listen carefully, influence at all levels, and navigate complex organizational dynamics.
- Strong analytical skills and ability to synthesize input from multiple sources into clear client-facing recommendations.
- Resourceful problem-solver with results orientation and strong time management discipline.
- Bachelor’s degree required.
- Ability to travel up to 10% of the year for Intapp events and industry events.
Preferred
- Experience across the broader Intapp DealCloud product suite.
- Experience with change management or developing adoption strategies for enterprise technology platforms.
- Proven ability to drive client success across multiple concurrent accounts or engagements.
- Familiarity with Microsoft 365, Microsoft Teams, Salesforce, or other CRM platforms as they relate to deal management and financial services workflows.
- Exposure to financial management or portfolio management systems used in private capital markets.
- Experience in a publicly traded, growth-stage software company.
What you will gain at Intapp:
Our culture at Intapp emphasizes accountability, responsibility, and growth. We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We are committed to creating a modern work environment that is connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:
- Competitive base salary plus variable compensation and equity
- Generous paid parental leave, including adoptive leave
- Comprehensive benefits package, including generous paid time off
- Tuition reimbursement plan
- Family formation benefit offered by Carrot
- Wellness programs and benefits provided by Modern Health
- Paid volunteer time off and donation matching for causes you care about
- Opportunities for personal growth and professional development supported by a community of talented professionals
- An open, collaborative environment where your background and contributions are valued
- Experience at a growing public company where you can make an impact and achieve your goals
Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.
Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.
Client Success Manager, Financial Services
Charlotte, NC
About the role
The Client Success Manager, Financial Services is an individual contributor on Intapp’s Client Success Financial Services Industry team. Rather than owning a book of business, you will operate as part of a portfolio team of client success resources that engages with clients to run success plays — stepping in where expertise is needed and collectively accountable for adoption and measurable value across the portfolio. This role is a generalist across Intapp’s product suite with depth of expertise in DealCloud.
Success in this role turns clients into long-term partners and helps them become more self-sufficient — firms that are fully realizing their Intapp investment, expanding what they do with the platform, and influencing peers in their markets. The Client Success Manager operates as a trusted advisor to client stakeholders at all levels and serves as the voice of the customer internally to our product and account teams.
What you will do:
- Serve as a resource and shared point of accountability for client health across the clients you engage with, translating adoption data, business outcomes, and engagement signals into clear, actionable success plans.
- Identify at-risk accounts early and lead the response — whether that's a remediation plan, an expanded use case, or an executive escalation — to protect and grow the client relationship.
- Participate in and contribute to client business reviews, presenting health and adoption metrics alongside recommendations.
- Drive success plays based on the client lifecycle, including onboarding, adoption and feature enablement.
- Serve as the voice of the customer on new features and development priorities, particularly for DealCloud.
- Serve as a subject matter expert in DealCloud with the ability to apply generalist knowledge across the broader Intapp products.
- Partner with Account Managers and fellow client success teammates to ensure success plans, commercial priorities, and relationship milestones are coordinated across each engagement.
- Build a visible presence as a trusted advisor in the market through active participation in Intapp's client community and events.
- Reinforce and expand knowledge of Intapp's product portfolio, competitive landscape, and industry dynamics on an ongoing basis.
What you will need:
Required
- 3+ years of experience in client success or account management roles, ideally in the financial services industry.
- Demonstrated expertise with Intapp DealCloud or equivalent deal management / CRM technologies in a financial services environment.
- Strong consultative and communication skills: ability to listen carefully, influence at all levels, and navigate complex organizational dynamics.
- Strong analytical skills and ability to synthesize input from multiple sources into clear client-facing recommendations.
- Resourceful problem-solver with results orientation and strong time management discipline.
- Bachelor’s degree required.
- Ability to travel up to 10% of the year for Intapp events and industry events.
Preferred
- Experience across the broader Intapp DealCloud product suite.
- Experience with change management or developing adoption strategies for enterprise technology platforms.
- Proven ability to drive client success across multiple concurrent accounts or engagements.
- Familiarity with Microsoft 365, Microsoft Teams, Salesforce, or other CRM platforms as they relate to deal management and financial services workflows.
- Exposure to financial management or portfolio management systems used in private capital markets.
- Experience in a publicly traded, growth-stage software company.
What you will gain at Intapp:
Our culture at Intapp emphasizes accountability, responsibility, and growth. We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We are committed to creating a modern work environment that is connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:
- Competitive base salary plus variable compensation and equity
- Generous paid parental leave, including adoptive leave
- Comprehensive benefits package, including generous paid time off
- Tuition reimbursement plan
- Family formation benefit offered by Carrot
- Wellness programs and benefits provided by Modern Health
- Paid volunteer time off and donation matching for causes you care about
- Opportunities for personal growth and professional development supported by a community of talented professionals
- An open, collaborative environment where your background and contributions are valued
- Experience at a growing public company where you can make an impact and achieve your goals
Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.
Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.
Client Success Associate Jobs by Experience Level
See All 436+ Client Success Associate Jobs
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Find Client Success Associate JobsClient Success Associate Job Market
Who's Hiring
- Gartner12
- DXC Technology8
- PharMerica5
- SKAI LABS5
- Marathon Health5
Top Industries Hiring
- Technology & Software11
- Accounting & Auditing3
- Staffing & Recruiting3
- Marketing & Advertising3
- Insurance2
What Employers Look For
The qualifications that appear most often in client success associate jobs.
- One to three years of experience in customer success, account management, or customer support
- Proficiency with CRM software and customer health monitoring tools
- Demonstrated ability to manage a portfolio of accounts and drive retention
- Strong written and verbal communication skills for executive-level stakeholder engagement
- Experience conducting business reviews and translating product data into customer value
- Bachelor's degree in business, communications, or a related field
Tips for Your Client Success Associate Job Search
Quantify retention outcomes on your resume
Client success associate roles are measured by churn and expansion revenue, so your resume needs numbers tied to those outcomes. Replace vague phrases like 'managed accounts' with retention rates, renewal percentages, or upsell figures you directly influenced.
Apply early to roles that fit
Migrate Mate lists client success associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Tailor applications to the product tier
A client success associate at a SMB-focused SaaS company handles high volume and fast churn cycles, while an enterprise role demands deeper stakeholder management. Read the job description for average contract size or account count to frame your experience accordingly.
Prepare a business review example for interviews
Many hiring managers ask you to walk through how you structure a quarterly business review. Have a concrete example ready that shows how you used product usage data and customer goals to drive an agenda and demonstrate value.
Demonstrate CRM fluency beyond basic logging
Employers expect you to do more than enter notes in a CRM. Show you can build filtered views, flag at-risk accounts by health score thresholds, and generate pipeline reports that give account executives a clear picture of renewal risk.
Negotiate by anchoring to customer portfolio value
When negotiating your offer, frame your ask around the annual recurring revenue you'll be responsible for managing. Citing the size of the book of business you're taking on gives you a concrete, role-specific anchor rather than a generic market comparison.
Client Success Associate Jobs: Frequently Asked Questions
Which companies are hiring the most client success associates?
Gartner, DXC Technology, and PharMerica are hiring the most client success associates right now, with openings concentrated in Texas, New York, and California, based on current listings on Migrate Mate as of November 2026. SaaS and technology services companies consistently make up the largest share of open roles.
How many client success associate jobs are remote?
About 82% of client success associate openings are fully remote or hybrid as of November 2026, reflecting broad employer acceptance of distributed customer-facing teams. Roles focused on onboarding and digital-led engagement tend to be most remote, while enterprise accounts requiring on-site executive relationship management lean toward hybrid or in-person arrangements.
How do you become a client success associate?
Start by building experience in a customer-facing role such as support, inside sales, or account coordination, where you learn how customers use a product and what drives their satisfaction. Develop fluency in CRM tools and practice translating usage data into recommendations. When applying, emphasize metrics like renewal rates or satisfaction scores you influenced, and be ready to discuss how you handle at-risk accounts.
Can you get a client success associate job with little experience?
Yes, many employers hire candidates with limited direct experience if you can demonstrate strong communication skills and genuine customer empathy. Customer support, retail, or hospitality backgrounds transfer well because they build the problem-solving and de-escalation habits the role demands. Highlight any experience where you owned a customer relationship end to end, even informally, and be specific about outcomes you achieved.
What does the client success associate interview process look like?
Most processes include an initial recruiter screen focused on your customer-facing background, followed by a hiring manager conversation that digs into how you manage accounts and handle churn risk. A take-home or live exercise is common, often asking you to draft a business review agenda or respond to a simulated at-risk customer scenario. Final rounds typically involve meeting cross-functional partners from sales or product.
Where can I find and apply to client success associate jobs?
You can find and apply to client success associate jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and industry focus, then apply directly to each listing that fits.
See All 436+ Client Success Associate Jobs
Find roles that match your experience and apply in just a few clicks.
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