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Intapp · 4 weeks ago

Client Success Analyst Intern

Charlotte, NC

Internship

Hybrid

Intern

Start in 2026 Summer

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 Intapp DealCloud platform user community. You will work closely with our Client Success team to ensure a seamless experience with the Intapp DealCloud platform.

Business DevelopmentConsultingData IntegrationFinancial ServicesLegalProfessional ServicesRisk ManagementSoftware

Growth Opportunities

Responsibilities

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

Qualification

ExcelAnalytical skillsSaaS knowledgeFinancial Services experienceCommunication skillsOrganizational skillsProblem-solving abilitiesSelf-motivated

Required

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

Strong analytical and problem-solving abilities

Self-motivated with a strong work ethic

Excellent organizational skills and an effective planner

In 3rd year of undergraduate business or other related degrees. Preferred majors, minors and concentrations include, Business, Finance, Communications, Economics, Management Information Systems