Client Success Manager

Pattern Data

5d•$80,000 - $105,000

About The Position

Pattern Data is an AI-powered platform built for the complexities of mass tort litigation. We help leading law firms automate case analysis, accelerate settlement decisions, and manage high-volume inventories that were traditionally manual and time-intensive. The problems we work on are complex and high-stakes, requiring precision, adaptability, and a deep understanding of both data and client needs. We’re a collaborative, high-ownership team that moves quickly and takes pride in solving hard problems well. People at Pattern go deep to understand the “why,” build solutions that hold up, and stay focused on what drives real outcomes for our customers. We value transparency, thoughtful problem-solving, and authenticity in how we work together and we’re looking for someone who’s excited to contribute to a team that’s actively building and improving every day. The Client Success Manager plays a critical role in shaping the client experience at Pattern through trust, operational rigor, and data-driven insights. You will influence client adoption and long-term success by translating insights into action, while bringing forward client perspectives to inform our product roadmap. This role requires a high degree of intellectual curiosity - particularly a desire to understand how litigation works at a deeper level - as well as comfort operating in ambiguity and making sound decisions. You are accountable for outcomes, not just activity, and excel in complex environments serving sophisticated legal teams. At Pattern, you will be responsible for the following:

Requirements

3 - 5 years of experience in client-facing customer success or account management, ideally in legal tech, legal services, or another complex B2B SaaS environment
A track record of managing client relationships with senior stakeholders; comfortable navigating law firm partners, paralegals, or C-suite contacts with confidence
Prior experience in designing and implementing strategies related to client service and support
Self-starter able to take on tasks with minimal oversight and guidance
Demonstrated ability to drive adoption and retention outcomes proactively. You don’t wait for clients to ask; you bring a point of view to every touchpoint
Comfort with data and reporting as you can read a dashboard, spot a trend, and translate what you’re seeing into a client-ready story without needing someone to decode it for you
Strong written and verbal communication skills. You distill complex data into clear, compelling narratives for a variety of audiences
You collaborate and work well with Product, Engineering, and Implementation teams and know how to escalate, advocate, and synthesize information across functions
Richmond, VA in-office presence preferred. Remote candidates with strong relevant experience will be considered

Nice To Haves

prior exposure to legal tech, mass tort, or litigation support environments

Responsibilities

Own the client relationship with an assigned book of business (pod structure) developing a deep understanding of each firm’s litigation portfolio, internal stakeholders, and definition of success
Lead client onboarding and serve as the primary day-to-day point of contact throughout the engagement building trust with partners, senior counsel, and operations leads
Drive platform adoption proactively; not just training clients on features, but using data and reporting to demonstrate value, surface trends, and create habits that align with the firm’s workflow
Anticipate issues before clients raise them by monitoring engagement signals, identifying risk, and taking action before problems escalate, while also addressing any needs quickly and effectively
Serve as the voice of the client internally — channeling product feedback to the Product team and partnering with Marketing to capture client testimonials
Evaluate custom client requests (platform builds, reporting, features) and partner with Product, Engineering, and Leadership to assess feasibility
Serve as the CS owner for assigned litigations, partnering closely with Litigation Managers and Implementation to represent the client perspective, share proactive feedback, and help ensure the product meets client needs at each stage
Partner with Litigation Managers to ask the right questions, understand which data matters at each phase, and translate client feedback into clear, actionable insights
Maintain the deepest knowledge of your assigned litigations on the team and actively share that knowledge to raise the bar across the CS department
Partner closely with the Key Account Managers, within your assigned pod, to align on client health, active litigations, and expansion opportunities across your shared book of business
Own client health within your book by ensuring every client can clearly articulate the value Pattern delivers and is positioned to expand to new litigations or product phases
Understand each client's broader business goals and current tech stack (case management, document partners) to identify integration opportunities
Build and maintain strong in-person relationships through regular client visits