Client Success Manager

What We’re Looking For

The Client Success team is responsible for the post-sale clients (Law Firms)— building and maintaining relationships with key stakeholders. Driving retention, organic growth within existing relationships/programs (new users/new locations/ancillary services), and high-quality cross-sell opportunity identification of new carriers to partner with Field Sales.

• Client Engagement & Lifecycle Management (Post-Sale Ownership)
  • Maintain a defined engagement cadence based on account tier (e.g., monthly for strategic accounts, quarterly for mid-tier), including proactive outreach, performance reviews, and expansion discussions.
  • Build multi-threaded relationships across legal, operations, and administrative stakeholders to reduce single-thread risk.
  • Drive organic expansion within the installed base by increasing:
    • Net new users within existing accounts (seat growth)
    • Net new office, branch, or claim locations added inside current client relationships
    • Ensure account plans include clear expansion paths (who/where to expand, enablement plan, and next-step commitments)
• Client Enablement (Adoption, Outcomes, and Time-to-Value)
  • Onboarding training and adoption milestones tied to new carrier launches/re-launches.
  • Drive improvements that increase utilization of all products within scope and client satisfaction.
• Cross-Sell Identification in Partnership with Field Sales (Quality + Conversion)
  • Identify cross-sell opportunities for Field Sales.
  • Identify cross-sell opportunities within assigned clients for ancillary services, adding new users, new units and locations.
• Operating Cadence, Metrics, and Executive Reporting
  • Weekly: portfolio health/risk audits, enablement progress, expansion plays.
  • Monthly: segment business review (GRR/NRR, adoption indicators, organic growth outcomes, field outcomes)
  • Quarterly: Q /E  coverage for priority accounts, account plans, and joint field priorities (as applicable for segment)
  • Maintain clean CRM discipline and reporting, ensuring segment scorecards are accurate and actionable.

• Bachelor’s degree or equivalent experience; 5+ years of sales/client growth leadership experience, ideally in legal, insurance, or records/health-information services.
• Strong analytical and operating rigor: ability to manage GRR/NRR, adoption metrics, pipeline metrics, and CRM reporting (Salesforce preferred).

Estimated total cash compensation range: $80,000—$85,000 USD.

To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.

This job is not eligible for employment sponsorship.

We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.