Lead Client Success Manager Jobs
Lead Client Success Manager jobs are open across SaaS, fintech, healthcare technology, and professional services, from mid-level to senior and director, with specializations in enterprise accounts, renewals and retention, and onboarding strategy. 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.
Lead Client Success Manager Jobs by Experience Level
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Find JobsLead Client Success Manager 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 lead client success manager jobs.
- 5 or more years of experience in customer success or account management roles
- Proven ability to manage and grow a portfolio of enterprise or mid-market accounts
- Experience with customer success platforms such as Gainsight, Totango, or ChurnZero
- Strong cross-functional collaboration skills with sales, product, and support teams
- Bachelor's degree in business, communications, or a related field
- Familiarity with CRM tools and proficiency in building executive business reviews
Tips for Your Lead Client Success Manager Job Search
Quantify retention outcomes on your resume
Lead CSM roles are won or lost on retention data. Replace vague ownership claims with concrete renewal rates, churn reductions, or net revenue retention figures from your current or most recent book of business. Hiring managers filter fast on those numbers.
Tailor your resume to each product category
A lead CSM resume built around enterprise SaaS reads differently from one targeting healthcare platforms. Reframe your experience to match the buyer persona, contract size, and product complexity of each company's customer base before you apply.
Apply early to roles that fit
Migrate Mate lists lead client success manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a client escalation case study
Interviewers for lead CSM roles consistently ask how you've handled at-risk accounts or executive escalations. Prepare one detailed story that walks through the situation, your cross-functional response, and the measurable outcome. Generic answers don't hold up at this level.
Filter for companies at your preferred contract scale
Lead CSM scope varies sharply by average contract value. A role managing five enterprise accounts looks nothing like one covering a hundred mid-market clients. Search for roles that specify account count, ARR responsibility, or segment so you're applying to the right fit.
Negotiate total compensation, not just base salary
Lead CSM offers often include variable pay tied to renewal or expansion targets. Before accepting, clarify how the variable is calculated, what the realistic attainment rate looks like, and whether equity or profit-sharing is part of the package.
Lead Client Success Manager Jobs: Frequently Asked Questions
Which companies are hiring the most lead client success managers?
The companies hiring the most lead client success managers 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 companies consistently account for the largest share of open roles.
How many lead client success manager jobs are remote?
About 82% of lead client success manager openings are fully remote or hybrid as of November 2026, reflecting strong employer demand for experienced professionals regardless of location. Roles focused on digital onboarding, renewals management, and strategic account oversight tend to be the most remote-friendly, while those requiring on-site executive relationship management are more often in-office.
How do you become a lead client success manager?
Start by building a foundation in a customer-facing role such as customer success associate, account manager, or support specialist, then move into a standard CSM position where you manage your own book of business. From there, demonstrate ownership of renewals, upsells, and at-risk account recoveries. Earning a Customer Success certification and gaining experience with CS platforms like Gainsight accelerates the path to a lead-level title.
Can you get hired as a lead client success manager without direct experience?
Moving directly into a lead role without prior CSM experience is difficult, but adjacent experience in account management, implementation, or solutions consulting can bridge the gap. Emphasize any experience managing client relationships through renewal cycles, coordinating internal teams on behalf of clients, or owning customer-facing deliverables. Companies in growth stages may also promote strong individual contributors into lead roles faster than larger organizations.
What does the lead client success manager interview process look like?
The process typically starts with a recruiter screen, followed by a hiring manager conversation focused on your book of business, retention outcomes, and leadership approach. Expect at least one panel interview with cross-functional stakeholders from sales, product, or support. Many companies add a practical exercise such as a mock business review, a churn risk analysis, or a presentation on how you'd approach a specific account scenario.
Where can I find and apply to lead client success manager jobs?
You can find and apply to lead client success manager 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 preferences, and apply directly to each listing that fits.
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Find roles that match your experience and apply in just a few clicks.
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