Client Success Manager - Law Firms
About The Position
Datavant is seeking a Client Success Manager to own post-sale relationships with law firm clients. The role focuses on maintaining relationships with key stakeholders, driving retention and organic growth within existing accounts, and identifying high-quality cross-sell opportunities in partnership with Field Sales. The manager supports client adoption and outcomes through onboarding, training, and adoption milestones tied to carrier launches and relaunches, while monitoring product utilization and client satisfaction. The role also maintains account plans, engagement cadences, portfolio health reviews, business reviews, CRM records, and segment reporting.
Requirements
- Bachelor’s degree or equivalent experience.
- At least 5 years of sales or client growth leadership experience.
- Strong analytical and operational rigor, including the ability to manage GRR/NRR, adoption metrics, pipeline metrics, and CRM reporting.
- Ability to build and maintain relationships with client stakeholders and drive retention, adoption, and account growth.
Nice To Haves
- Experience in legal, insurance, or records/health-information services.
- Experience with Salesforce.
Responsibilities
- Maintain client engagement cadences based on account tier, including proactive outreach, performance reviews, and expansion discussions.
- Build relationships across legal, operations, and administrative stakeholders to reduce reliance on a single contact.
- Drive organic expansion through additional users, office or branch locations, and claim locations within existing accounts.
- Maintain account plans that identify expansion paths, enablement plans, and next-step commitments.
- Provide onboarding training and establish adoption milestones for new carrier launches and relaunches.
- Improve product utilization and client satisfaction.
- Identify cross-sell opportunities for Field Sales, including ancillary services, new users, units, and locations.
- Conduct weekly portfolio health and risk audits and review enablement progress and expansion plays.
- Conduct monthly segment business reviews covering GRR/NRR, adoption indicators, organic growth outcomes, and Field Sales outcomes.
- Coordinate quarterly QBR/EBR coverage, account plans, and joint Field Sales priorities for priority accounts, as applicable to the segment.
- Maintain accurate CRM records and reporting, ensuring segment scorecards are actionable.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
