Client Services Operations Analyst Intern

Integration Appliance - Charlotte, NC

Full-time - Intern

Remote - Charlotte, NC

Publishing Industries

About the position

The Client Services Operations Analyst Intern role at Intapp involves supporting the Client Services team in various operational tasks, including pre-sales activities, data management, and project initiation. This hybrid position is designed for individuals looking to gain experience in enterprise software solutions within the legal and professional services sectors.

Responsibilities

• Assist the Services Sales Ops team with processing Statements of Work (SOW's) and services setup through the pre-sale stages.
• Proactively manage the scoping queue for incoming scoping requests from the sales team.
• Partner with Services Sales Ops to maintain deal and pipeline accuracy in Intapp's CRM platform.
• Review SOW's and services setup ahead of contract requests to ensure accuracy.
• Assist with ad-hoc CRM reporting requests for the services team.
• Partner with other internal departments through the contract lifecycle to support 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.
• Own the timely creation and updating of projects in OpenAir, including generating proposal projects.
• Assist with OpenAir administration and maintenance.
• Develop system expertise and identify systems/process enhancements.
• Efficiently triage and escalate issues that fall under adjacent internal teams.

Requirements

• Currently pursuing a degree in Business, Operations, or a related field.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Familiarity with CRM systems, preferably Intapp's CRM platform.
• Excellent communication and interpersonal skills.

Nice-to-haves

• Experience with project management tools like OpenAir.
• Knowledge of the legal or professional services industry.
• Previous internship experience in a client services or operations role.

Benefits

• Work from home option available.
• Opportunity to gain hands-on experience in a professional services environment.