Datavant

Client Success Manager - Law Firms

Datavant$80K — $85K *
US-AnywhereRemote in United States
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience.
  • 5+ years of sales/client growth leadership experience in legal, insurance, or health-information services.
  • Strong analytical skills to manage GRR/NRR and adoption metrics.
  • Proficiency in CRM reporting, preferably Salesforce.
  • Experience in identifying cross-sell opportunities and client relationship management.

Responsibilities

  • Maintain engagement cadence based on account size, including proactive outreach and performance reviews.
  • Build relationships across multiple stakeholders to minimize risks in engagement.
  • Drive organic expansion by increasing user base and adding new locations within existing accounts.
  • Ensure account plans have clear strategies for expansion and commitments.
  • Facilitate onboarding training and ensure clients reach adoption milestones.
  • Identify cross-sell opportunities for ancillary services in collaboration with Field Sales.
  • Conduct regular metrics reviews and maintain accurate CRM reporting.

Benefits

  • Comprehensive health benefits including vision and dental insurance.
  • Retirement savings plan with company matching.
  • Generous paid time off and holiday policy.
  • Continuous learning and professional development opportunities.
  • Health screenings and vaccinations required for compliance with client needs.
Full Job Description
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.

What You Will Do:

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/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: QBR/EBR 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.

What You Need to Succeed:
  • 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).


At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.

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, responsibilities, skills, and experience for a specific job.

The estimated total cash compensation range for this role is:

$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.

About Datavant

Datavant is a healthcare technology company that specializes in connecting and standardizing healthcare data from various sources. The company's products are used to improve patient care, accelerate drug development, and enhance clinical research. Datavant's platform, called the Datavant Platform, uses artificial intelligence and machine learning to identify and link patient data across different sources while maintaining patient privacy. The company was founded in 2017 by Travis May and is headquartered in San Francisco, California.
Learn more about Datavant
Size
100 employees
Industry
Founded
2017

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