Client Success Team Lead Jobs
Client success team lead jobs are open across SaaS, fintech, healthcare technology, and professional services, at every level from senior individual contributor to director-track, with specializations in enterprise accounts, onboarding programs, and renewal and expansion strategy. See the openings below and apply to the ones that match your experience.
Find Client Success Team Lead JobsLooking for remote work? View remote client success team lead jobs →Overview
Showing 5 of 431+ Client Success Team Lead jobs
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 Team Lead Jobs by Experience Level
See All 431+ Client Success Team Lead Jobs
Find roles that match your experience and apply in just a few clicks.
Find Client Success Team Lead JobsClient Success Team 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 team lead jobs.
- 3 or more years of experience in customer success, account management, or a related client-facing role
- Demonstrated ability to manage and develop a team of customer success managers or specialists
- Proficiency with customer success platforms such as Gainsight, Totango, or ChurnZero
- Strong understanding of SaaS business models, subscription metrics, and renewal and expansion processes
- Experience building and executing onboarding programs, QBRs, and customer health frameworks
- Bachelor's degree in business, communications, or a related field, or equivalent professional experience
Tips for Your Client Success Team Lead Job Search
Quantify retention and expansion outcomes
Hiring managers for client success team leads want to see net revenue retention, churn reduction, and expansion figures on your resume. Replace vague descriptions of relationship management with the actual percentage improvements or dollar value your team delivered.
Highlight team coaching and development work
Client success team lead roles are as much about building CSM capability as managing accounts. Call out specific examples where you coached reps, ran enablement sessions, or improved team-wide metrics, not just your personal portfolio results.
Apply early to roles that fit
Migrate Mate lists client success team lead openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter by product complexity and customer segment
A client success team lead role at a mid-market SaaS company requires a very different skill set than one covering enterprise healthcare clients. Target openings where your segment experience, deal size, and product depth align tightly with what the posting describes.
Prepare a cross-functional influence story
Interviewers for team lead roles consistently probe how you work with product, sales, and support without direct authority. Prepare two or three concrete examples where you drove an outcome by aligning people outside your reporting line.
Negotiate scope alongside compensation
When you receive an offer, clarify the team size you will own, the accounts you will cover, and your authority to hire before accepting. Misalignment on scope is a leading reason new client success team leads underperform against expectations within the first year.
Client Success Team Lead Jobs: Frequently Asked Questions
Which companies are hiring the most client success team leads?
The companies hiring the most client success team 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 technology-enabled services companies account for the majority of active postings.
How many client success team lead jobs are remote?
About 83% of client success team lead openings are fully remote or hybrid as of November 2026, reflecting the digital nature of most client engagement in this role. Positions focused on digital onboarding, pooled account management, and tech-touch customer segments tend to have the highest remote availability, while enterprise and field-aligned roles are more often hybrid or on-site.
How do you become a client success team lead?
Start by building a strong individual contributor record as a customer success manager, with demonstrable results in retention, expansion, and customer health improvement. Take on informal leadership, such as mentoring new CSMs or leading team projects, so you have concrete examples. When applying, emphasize your ability to coach others and influence cross-functional teams, not just manage your own book of business.
Can I get hired as a client success team lead without prior team management experience?
Yes, some companies hire strong senior CSMs into their first team lead role, especially at earlier-stage companies where the team is small and the structure is being built. You'll need to show informal leadership, like training new hires, running team playbooks, or leading cross-functional initiatives. Targeting companies that are scaling their CS function gives you the best chance of being considered for a first management role.
What does the client success team lead interview process look like?
The process typically includes an initial recruiter screen, a hiring manager conversation focused on your CS philosophy and leadership approach, and at least one panel interview with cross-functional stakeholders from sales, product, or support. Many companies add a case study or presentation asking you to diagnose a struggling account or redesign a team process. References from direct reports or peers you have led are increasingly common at the final stage.
Where can I find and apply to client success team lead jobs?
You can find and apply to client success team lead jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your experience and the type of team or customer segment you want to work with, and apply directly to each listing that fits.
See All 431+ Client Success Team Lead Jobs
Find roles that match your experience and apply in just a few clicks.
Find Client Success Team Lead Jobs