Client Success Analyst Intern
Location - Hybrid: Charlotte, NC
Intapp is looking for a Client Success Analyst intern to handle client inquiries and add-on projects while providing a high level of support to the DealCloud platform user community. You will work closely with our Client Success team to ensure a seamless experience with the DealCloud platform. If you get excited about delivering outstanding, memorable experiences, facilitating creative solutions, this is the role for you.
In this role you will hone your organizational skills and learn the art of prioritization to treat all clients like they are your only one.
What you’ll do:
-
Assist the team with client questions regarding training, platform configuration, workflow and new processes
-
Analyze success metrics to determine adoption trends and collaborate with Client Success Managers on how to improve adoption for specific clients
-
Join in on calls with clients
-
Work on small projects surrounding data cleanup, reporting/analysis on trends within client requests, and/or documenting how-to knowledge articles
What you’ll need:
-
Some working knowledge of Excel (V Look Up, Pivot Tables, Calculations and Formulas etc.) and competency with Windows OS and Microsoft Office suite required
-
Excellent written and verbal communication skills, and be able to work effectively in partnership with clients
-
Superior troubleshooting, analytical, and problem-solving abilities
-
Self-motivated, strong work ethic
-
Excellent organizational skills and an effective planner
-
In second or final year of undergraduate business or other related degrees. Preferred majors, minors and concentrations include, Business, Finance, Communications, Economics, Management Information Systems
Bonus if you have:
-
Knowledge or experience with SaaS (cloud based) software deployment
-
Financial Services Industry experience or interest
What you'll get:
-
An incredible team of smart people to learn from and work with
-
Opportunities to learn client-facing skills
-
Learn client success metrics
-
Exposure to the financial services industry and working in a public agile technology organization
What to Expect:
-
Our Summer 2025 Internship Program begins June 2nd, 2025 and is projected to end between August 8th and 22nd, depending on your university schedule.
-
Your professional growth and development will be supported throughout the internship program via project work related to your academic and professional interests, mentorship, and engaging events with other interns and company leadership.
-
Our internship is hybrid and interns will be expected in the office at least 3 days a week to get the full experience of the Intapp culture and networking opportunities, however, we will evaluate as Summer 2024 approaches.
-
Please visit Intapp Summer Internship to hear from our former interns about their internship experiences and check out Working at Intapp to learn more about what we value and why Intapp is a wonderful place to start your career!
#LI-HY1
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. All offers are contingent upon passing a criminal history and other background checks if applicable to the position.
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.
Top Skills
What We Do
Intapp powers connected firms. Trusted by 1,600 of the world’s top private capital, investment banking, legal, accounting, and consulting firms, Intapp offers end-to-end, cloud-based connected firm management software built for the unique needs of partner-led firms. Intapp helps enhance collaboration, unleash collective knowledge, transform decision-making, and fuel success. Our products and services span the entire relationship lifecycle — from strategy through origination and execution — to drive optimal outcomes. For more information, visit intapp.com.
.jpeg)
