Associate Client Services Operations Analyst

## Associate Client Services Operations Analyst Apply remote type:
Hybrid (Partially Remote) locations:
Charlotte, NC:
US NY New Yorktime type:
Full time posted on:
Posted Todayjob requisition :
R2025017

The Associate Client Services Operations Analyst plays a central role in keeping Intapp's professional services delivery running smoothly. You'll own the operational backbone of the Client Services organization — fielding and resolving requests through our ticketing system, configuring and maintaining projects in our PSA, and ensuring that billing, compliance, and system records stay accurate from contract execution through project close. This is a role for someone who is detail-oriented, service-minded, and genuinely curious about using tools and automation to make work faster and more reliable — for themselves and for the teams they support.
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* What you will do:

*** Serve as the first line of operational support for the Client Services organization by triaging and resolving requests submitted through our ticketing system (Fresh service). Request types include, but are not limited to:  + System user provisioning and deactivation across tools including Open Air, Jira, Smartsheets and Intapp Time  + Services project configuration  + Timecard move requests and adjustments  + General system and process inquiries
* Triage incoming tickets accurately -- routing, escalating, or resolving with appropriate urgency. Adjacent teams you'll work with regularly include Finance, IT, Product
* Set up and maintain Client Services projects in our PSA as a core daily responsibility, ensuring accuracy across project structure, billing terms, budgets, and compliance requirements from the point of contract execution through to project close.
* Support compliance checks across active projects -- validating that project setups, billing configurations, and tNPS surveys are executed accurately and on time, and flagging discrepancies before they become delivery or revenue issues.
* Actively participate in identifying, documenting, and implementing process improvements across the team's core workflows. This includes contributing to the Ops team's improvement roadmap, piloting AI-assisted approaches to reduce manual effort, and measuring the impact of changes over time.
* Support the broader services team with data pulls, ad hoc reporting, and process documentation as the business needs evolve.
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* What you will need:

*** Bachelor's degree or equivalent experience; coursework or background in Operations, Information Systems, or Professional Services delivery is a plus.
* Hands-on experience with one or more of:
Salesforce, Deal Cloud/OP4i, Fresh service, Jira, SharePoint or PSA Tooling, e.g., Open Air/Suite Projects Pro, Katana, Certinia. Familiarity with how these tools interact is a strong advantage.
* A service mindset -- you take pride in making things easy and accurate for the people you support, and you follow through.
* Curious about AI and how it can change the way work gets done -- you don't need to be technical, but you're the kind of person who asks "could this be automated?" and is willing to experiment, learn, and share what works with the team.
* Solid Excel skills and comfort analyzing data; experience with Smartsheet or Tableau is a bonus.
* High attention to detail -- this role touches billing, revenue, and system records where accuracy matters.
* Clear, direct communicator -- written and verbal -- across all levels of the organization.
* Able to manage multiple concurrent requests in a fast-paced environment and work to agreed SLAs.
** What you will gain at Intapp:
** At Intapp, you’ll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You’ll be part of a growing public company, with a modern work environment that’s connected yet flexible and where your professional growth and well-being are top priorities.  We’ll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork.

Here, you will have the opportunity to:
* ** Expand Your

Skills:

** Unlock your potential with professional…