Customer Success Manager

Datavant is the data collaboration platform trusted for healthcare. Guided by our mission to make the world’s health data secure, accessible and actionable, we provide critical data solutions for organizations across the healthcare ecosystem - including providers, health plans, researchers, and life sciences companies. From fulfilling a single patient’s request for their medical records to powering the AI revolution in healthcare, Datavanters are building the future of how data is connected and used to improve health.

By joining Datavant today, you’re stepping onto a driven and highly collaborative team that is passionate about creating transformative change in healthcare.

We’re looking for a highly driven Customer Success Manager (CSM) to support our clients and make a meaningful impact. This person will report directly to the Director of Customer Success. As a CSM, you will manage a portfolio of Chart Swap clients, build and maintain strong relationships, and ensure our clients are continually recognizing the value of working with our product, leading to utilization, adoption and growth opportunities.

In this role, you will own and manage the entire post-sales lifecycle for your assigned client portfolio, serving as an advocate for each client and accelerating product adoption and expansion within each individual account.

• Own and manage a portfolio of accounts, building strong relationships across all levels and serving as a trusted advisor.
• Drive adoption processes, creating tailored growth plans to support usage, expansion, retention, and long‑term loyalty across your assigned client portfolio.
• Develop deep expertise and proficiency in the product capabilities to effectively guide clients, transfer knowledge, and share best practices.
• Deliver ongoing value by partnering cross‑functionally with Product and internal teams to enhance the customer experience.
• Facilitate regular client engagements including cadence meetings, QBRs, reporting, training, and other strategic and supportive interactions.
• Proactively identify risks, opportunities, and expansion within your client portfolio.
• Partner with Sales to identify upsell opportunities.

• Meet regularly with clients to review performance, adoption, and strategic goals.
• Organize, prepare presentations for, and lead QBRs on designated cadence.
• Collaborate internally with Product, Support and Sales on client needs.
• Track and analyze account health data to proactively identify risks and growth opportunities.
• Diligently follow up on client requests, feedback, and action items as needed.

• 7+ years of experience in a client‑facing SaaS role (Customer Success, Account Management) supporting enterprise accounts.
• Strong communication and presentation skills, with the ability to establish credibility with executive stakeholders.
• Proven ability to manage relationships cross‑functionally with Sales, Product, and R&D teams.
• Customer‑first mindset, with the confidence to drive strategic initiatives (product updates, enhancements) that support client needs.
• Highly proactive, self‑motivated, and responsive with strong problem‑solving skills.
• Ability to identify opportunities for improvement, develop creative solutions, and keep clients critically informed and engaged.
• Strong project management and documentation skills.
• Bachelor’s degree required.
• Willingness to travel for key client engagements (~4‑6 times per year).
• Experience working with remote/distributed teams (preferred).

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.

The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level,…