Client Operations Program Manager

Client Operations Program Manager

The Client Operations team works across all other teams to enable Intapp's growth and business success. We drive process improvements, develop data-driven insights and decision making, and program manage high impact cross-functional projects. We act as a “special projects team” that tackles and solves any mission-critical problem or initiative that will most enable Intapp to grow.

The Program Manager will be responsible for the development, implementation, and management of policies, programs, and tools to support Client Operations goals and objectives. This role will involve optimizing our sales order processes, driving continuous improvement initiatives, and working with technical counterparts to support system changes. The ideal candidate will possess a strong background in sales order systems, Salesforce CPQ, and program management.

Additionally, this role will be responsible for developing programs to track critical corporate information, including entitlements, ACV, and associated client & contracts data.

What you sill do:

• Manage operational requests and reporting including user analysis and issue troubleshooting
• Identify gaps within current processes and/or ways to improve existing systems to make them more efficient and scalable
• Proactively engage end users to determine the best way to accomplish their goals and deliver detailed proposals
• Develop training materials and provide training and support to Salesforce end users
• Builds reports and dashboards in Salesforce to enable team members and managers to easily access data
• Serve as subject matter expert, and point of contact for Client Operations Salesforce CPQ
• Coordinate and support management and verification of internal controls
• Establish and track key performance indicators (KPIs) report to identify trends, gaps, and opportunities
• Effectively communicate complex technical concepts to non-technical stakeholders, ensuring alignment between teams
• Coordinate activities between Client Operations and other departments (such as IT, Sales, Product Dev, and Finance)

What you will need:

The knowledge and skills necessary to perform the duties of this position are typically acquired through the following combination of education, experience and knowledge, or the equivalent:

• 5+ years operations program management experience in multi-disciplinary environments
• 3+ years Salesforce experience, including CPQ and reporting
• Experience troubleshooting technical issues and problem solve across multiple systems
• Experience with managing controls and SOX audits
• Ability to interface effectively across the organization, managing multiple stakeholders with varying priorities with commitment to a shared goal
• Experience performing root cause analysis to address specific business issues and identify improvement opportunities
• Demonstrable track record as an influential leader
• Excellent verbal and written communication skills
• Bachelor’s degree or equivalent combination of education and experience

Competencies for success

Adaptability: Respond efficiently to changing demands and circumstances. Functions effectively in ambiguous situations

Collaborative: Drive's alignment and teamwork across organizational boundaries. Combine resources and join efforts to achieve goals.

Bias for Action: Take decisive action and moves forward quickly, even with incomplete information, to achieve our goals rather than getting bogged down in overanalyzing or waiting for perfect conditions.

Drive for Results: Tenaciously pursues positive outcomes, using effective approaches to solve problems. Delivers on commitments and seek increasingly challenging work.

Continual Improvement: Continuously analyzing performance, identifying opportunities and implementing improvements processes and procedures.

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’re committed to creating a modern work environment that’s 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
• Traditional comprehensive benefits, plus:
  • 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 the 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
• Open offices and kitchens stocked with beverages and snacks

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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.