Client Success Lead Jobs
Client Success Lead jobs are open across SaaS, fintech, healthtech, and enterprise software, from mid-level to senior and director, with specializations in onboarding, renewals, and strategic 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 Lead Jobs by Experience Level
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Find Client Success Lead JobsClient Success Lead 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 lead jobs.
- Three or more years of experience in customer success, account management, or a client-facing SaaS role
- Demonstrated ability to manage and grow a portfolio of mid-market or enterprise accounts
- Proficiency with customer success platforms such as Gainsight, Totango, or ChurnZero
- Strong data analysis skills with experience using health scores, NPS, and renewal forecasting
- Experience collaborating cross-functionally with sales, product, and support teams
- Bachelor's degree in business, communications, or a related field
Tips for Your Client Success Lead Job Search
Quantify your retention and expansion results
Client success lead roles are measured on outcomes, so your resume needs hard evidence of retention improvements, upsell revenue, or churn reduction you drove. Generic phrases like 'managed accounts' won't move you past a recruiter's first scan.
Apply early to roles that fit
Migrate Mate lists client success lead 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 company's GTM motion
A product-led growth company wants different client success competencies than an enterprise sales-led org. Read each job description for signals like 'low-touch,' 'white-glove,' or 'pooled CSM model' and reflect the right motion in your resume language.
Prepare a portfolio of QBR decks and health scores
Hiring managers for client success leads often ask for work samples. A cleaned-up quarterly business review deck or a screenshot of a health score dashboard you built signals you can operate at the strategic level the role requires.
Anticipate the 'difficult customer' scenario interview
Almost every client success lead panel includes a scenario where an account is at risk or escalating. Practice walking interviewers through your diagnosis process, the stakeholders you'd loop in, and the specific actions you'd take to stabilize the account.
Negotiate on scope, not just base compensation
Client success lead offers frequently include variable pay tied to net revenue retention or expansion targets. Before accepting, clarify how the variable is calculated, what the historical attainment rate looks like, and whether book-of-business size is capped.
Client Success Lead Jobs: Frequently Asked Questions
Which companies are hiring the most client success leads?
The companies hiring the most client success leads right now include Gartner, DXC Technology, and PharMerica, with the largest share of openings in Texas, New York, and California, based on current listings on Migrate Mate as of November 2026. SaaS and enterprise software companies consistently account for the highest volume of postings.
How many client success lead jobs are remote?
About 83% of client success lead openings are fully remote or hybrid as of November 2026, reflecting strong demand for distributed talent across the field. Roles focused on digital-first or product-led growth accounts tend to be the most remote-friendly, while enterprise and financial services accounts more often require some on-site presence.
How do you become a client success lead?
Start by building two to four years of experience as an individual contributor in customer success or account management, ideally at a SaaS company. Develop fluency in a customer success platform, own a full renewal cycle end to end, and document measurable retention or expansion outcomes. From there, move into a senior CSM role that includes mentoring peers or leading a named segment, which signals readiness for a lead position.
Can you get hired as a client success lead with little experience?
It's possible if you can demonstrate adjacent skills that transfer directly. Account management, project management with client-facing responsibilities, or implementation consulting all build the core competencies hiring managers want. Focus your resume on outcomes like client retention, stakeholder relationships, and cross-functional coordination rather than titles, and target companies where the team is small enough that a lead role overlaps with senior individual contributor work.
What does the client success lead interview process look like?
Most processes involve a recruiter screen followed by a hiring manager conversation focused on your book of business, retention results, and leadership style. A second round typically includes a scenario exercise, such as handling an at-risk account or building a success plan, and a panel with cross-functional partners from sales or product. Final rounds often involve a presentation or case study, with an offer extended shortly after.
Where can I find and apply to client success lead jobs?
You can find and apply to client success lead jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your experience and location preference, then apply directly to each one that fits.
See All 432+ Client Success Lead Jobs
Find roles that match your experience and apply in just a few clicks.
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