Client services manager Jobs in Winston-Salem, NC

Client Services Operations Analyst Intern

Location - hybrid : Charlotte, NC

Intapp is a global leading supplier of enterprise software solutions to the legal, professional services and financial services sectors. We are looking to hire a Client Services Operations Analyst (Intern) to work within an energetic professional services team, acting alongside the Client Services team. The role is a mix of supporting the pre-sales activities of reviewing statements of work and initiating projects, facilitating operations and data entry for services projects, and conducting behind the scenes investigation, remediation, analysis, and manipulation of Services Operations data.

What you'll be doing :

• Assist the Services Sales Ops team with processing Statements of Work (SOW's) & services setup through the pre-sale's stages in a timely manner. This will include but not limited to New Implementation SOW's, Change Request SOW's on existing projects and Managed Services agreements.
• Proactively manage the scoping queue for incoming scoping requests from the sales team and route to the relevant technical teams and follow-up as appropriate.
• Partner with Services Sales Ops to maintain deal and pipeline accuracy in Intapp's CRM platform to ensure deal pipeline is accurate and up to date for reporting and forecasting purposes.
• Be responsible for reviewing SOW's & services setup ahead of contract request to ensure accuracy for resource roles, hours, and rates in Intapp's CRM.
• Assist with ad-hoc CRM reporting requests for the services team.
• Partner with other internal departments (i.e., CRM Ops and Contract Ops) through the contract lifecycle to support the quick turnaround of services contracts.
• Review forecast future staffing capacity demands and gaps.
• Track trends in resource usage and assign appropriate staff to meet project needs.
• Prepare utilization, staffing and any ad hoc reports as requested.
• Participate in weekly sales and staffing calls.
• Provide first line technical support to the Client Services and Strategic Consulting organizations by responding to issues and requests reported in our ticketing system.
• Own the timely creation and updating of projects in OpenAir, our Services Project Management System, including generating proposal projects.
• Assist with OpenAir administration, including, but not limited to working with the services Operations team on maintaining and updating the system.
• Develop system expertise and proactively identify systems / process enhancements that will be provide incremental improvements and efficiencies in systems supported.
• Efficiently triage and escalate issues that fall under adjacent internal teams as needed. Adjacent teams include IT, Business Applications, Finance, Product, and other individuals in the extended Services Operations team.

What you'll need :

What you'll gain :

What to Expect :

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.