Client Success Coordinator Jobs
Client Success Coordinator jobs are open across SaaS, healthcare, financial services, and logistics, from entry-level to senior coordinator, with specializations in onboarding, renewals, and enterprise account management. Scan the live roles below and apply to whichever ones fit.
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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 Coordinator Jobs by Experience Level
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Find JobsClient Success Coordinator 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 coordinator jobs.
- 1-3 years of experience in customer success, account management, or client support
- Proficiency with CRM platforms such as Salesforce or HubSpot
- Strong written and verbal communication skills for client-facing work
- Ability to manage multiple accounts and prioritize tasks simultaneously
- Experience tracking customer health metrics, renewals, or onboarding milestones
- Bachelor's degree in business, communications, or a related field
Tips for Your Client Success Coordinator Job Search
Quantify your retention and onboarding wins
Client success coordinators who list specific outcomes on their resume stand out fast. Swap vague phrases like 'managed accounts' for concrete results: renewal rates you maintained, onboarding timelines you shortened, or ticket volume you reduced.
Apply early to roles that fit
Migrate Mate lists client success coordinator openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Tailor your resume to each product type
A coordinator role at a CRM company differs from one at a healthcare platform. Read each job description for the core product category and mirror its language, whether that is 'implementation,' 'activation,' or 'adoption,' in your resume summary.
Highlight CRM and ticketing tool experience
Most hiring managers screen for hands-on familiarity with customer management tools before the first interview. Name the specific platforms you have used in a dedicated skills section so your application clears automated screening without ambiguity.
Prepare a churn prevention story for interviews
Interviewers for client success roles almost always ask how you have handled an at-risk account. Have a structured example ready that covers how you spotted the risk, what steps you took, and what the outcome was for the client relationship.
Negotiate your book of business size upfront
Before accepting an offer, ask how many accounts a coordinator typically manages and what tools exist for prioritization. A role with a large, unstructured book and no segmentation can quietly undermine your ability to deliver the results you were hired for.
Client Success Coordinator Jobs: Frequently Asked Questions
Which companies are hiring the most client success coordinators?
The most active employers for client success coordinators right now are Gartner, DXC Technology, and PharMerica, and the most openings are in Texas, New York, and California, based on current listings on Migrate Mate as of November 2026. SaaS and healthcare companies consistently represent the largest share of postings for this role.
How many client success coordinator jobs are remote?
About 82% of client success coordinator openings are fully remote or hybrid as of November 2026, reflecting how central digital communication tools have become to the role. Onboarding and renewals-focused positions are most likely to offer remote flexibility, while roles tied to in-person implementation or on-site enterprise clients tend to require a physical presence.
How do you become a client success coordinator?
Start by building experience in a customer-facing role, such as support, inside sales, or account administration, where you interact directly with clients and handle their requests. From there, develop familiarity with CRM platforms, learn to read customer health indicators like engagement and renewal dates, and demonstrate that you can own a portfolio of accounts without close supervision. A bachelor's degree in business or communications strengthens your application, though demonstrated results with clients often carry more weight than formal credentials alone.
Can I get a client success coordinator job with little experience?
Yes, many employers hire candidates with limited direct experience if they can show relevant transferable skills. Customer support, retail management, tutoring, and hospitality roles all build the communication, problem-solving, and relationship skills that client success coordinators use daily. Focus your resume on client interactions you owned, issues you resolved independently, and any metrics that reflect customer satisfaction or retention, even from non-traditional settings.
What does the client success coordinator interview process look like?
Most processes start with a recruiter screen focused on your background and communication style, followed by a hiring manager interview that digs into how you handle difficult clients, manage competing priorities, and track account health. Many employers add a practical component, such as a mock client call, a written response to a support scenario, or a walkthrough of how you would onboard a new account. Final rounds often involve meeting a cross-functional team member from sales or product.
Where can I find and apply to client success coordinator jobs?
You can find and apply to client success coordinator 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 Coordinator Jobs
Find roles that match your experience and apply in just a few clicks.
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