Personal Engagement for Sustained Success
Our comprehensive approach to client success blends deep personal engagement with a robust data-driven engine that helps monitor the health of our solutions across a wide range of key variables. Our purpose is to ensure that you achieve your business objectives and have an exceptional client experience.
Lifecycle Engagement with Client Success
Your client success manager will be your key contact throughout your journey, from onboarding to adoption to achievement of your business objectives.
Consider your client success manager the primary point of contact on any escalation that arises in the context of our business relationship—no matter the topic.
Our Technical Client Success Managers (TCSMs) are available to meet with your stakeholders on topics around adoption, change management, and best practices, all to help you get the most out of our solutions. They work directly with key members of your team as trusted advisors.
These are a vital component of ensuring your success with our solutions and are conducted by our TCSMs as part of the annual cycle of account management.
Your client success manager is responsible for understanding your experience with our solutions via surveys and direct interaction. This feedback is critical to help us deliver the solutions and services needed to assure your business success.
Individual Guidance Every Step of the Way
Each client is assigned a dedicated client success manager. This individual maintains regular contact with you through business reviews, product roadmap updates, executive briefings and ad hoc meetings, and is the primary liaison between you and our resources.
Vice President of Client Success, Intapp
Client Success Director, Intapp
Client Success Manager, Intapp