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Client Success Analyst Intern

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Intapp

2mo ago

  • Internship
    Full-time
    Summer Internship
  • Customer Relations
    Data
  • London
  • Quick Apply

AI generated summary

  • You need Excel skills (V Look Up, Pivot Tables), strong communication, problem-solving abilities, organizational skills, and an interest in SaaS and financial services, preferably with a related degree.
  • You will assist clients with inquiries, analyze success metrics, join client calls, and work on projects for data cleanup and reporting trends while documenting how-to articles.

Requirements

  • 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
  • Knowledge or experience with SaaS (cloud based) software deployment
  • Financial Services Industry experience or interest

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

FAQs

What is the job title for this internship?

The job title is Client Success Analyst Intern.

Where is the internship located?

The internship is located in a hybrid format in London, UK.

What is the duration of the internship?

The internship will take place during Summer 2025, starting June 2nd and projected to end between August 8th and 22nd, depending on the university schedule.

Who is eligible to apply for this internship?

The internship is suitable for students finishing their 2nd or 3rd years in Summer 2025 or those about to start a Master's program.

What are the primary responsibilities of the Client Success Analyst Intern?

Intern responsibilities include assisting the team with client questions, analyzing success metrics, joining calls with clients, and working on data cleanup and reporting projects.

What skills are required for this position?

Required skills include knowledge of Excel, excellent communication skills, problem-solving abilities, self-motivation, and strong organizational skills.

Are there any preferred majors or concentrations for applicants?

Preferred majors include Business, Finance, Communications, Economics, and Management Information Systems.

Is prior experience with SaaS software beneficial for this internship?

Yes, knowledge or experience with SaaS (cloud-based) software deployment is considered a bonus.

What will interns gain from this internship?

Interns will have the opportunity to work with a knowledgeable team, learn client-facing skills, gain exposure to the financial services industry, and understand client success metrics.

How often will interns be expected to work in the office?

Interns will be expected to work in the office at least 3 days a week to experience the Intapp culture fully and utilize networking opportunities.

What kind of support can interns expect during their time in the program?

Interns will receive professional growth and development support through project work, mentorship, and engaging events with company leadership and other interns.

Accounting
Industry
1001-5000
Employees
2000
Founded Year

Mission & Purpose

Intapp powers connected firms. Trusted by 2,250 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.