Client Success Lead – Health Data Growth & Retention

Datavant; Montpelier (VT); On-site; USD 85,000 - 95,000; Full time

Job summary

Datavant is seeking a Senior Client Success professional to manage post-sale engagements with law firms, driving retention and expansion across locations and users. You will build multi-stakeholder relationships, onboard clients to carrier launches, and identify cross-sell opportunities in partnership with Field Sales.

Responsibilities include weekly portfolio health reviews, adoption metrics, and maintaining clean CRM data.

Qualifications

• Bachelor’s degree or equivalent experience; 5+ years of sales/client growth leadership experience in health information services, insurance, or legal tech.
• Strong analytical and operating rigor; experience with CRM reporting and pipeline management.

Responsibilities

• Client Engagement & Lifecycle Management (Post-Sale Ownership).
• Build multi-threaded relationships across legal, operations, and admin stakeholders to reduce risk.
• Drive organic expansion within installed base: seat growth and new locations.
• Onboarding training and adoption milestones tied to new carrier launches.
• Improve product utilization and client satisfaction across scope.
• Identify cross-sell opportunities with Field Sales for ancillary services.
• Maintain weekly/Monthly/Quarterly portfolio health and CRM discipline.

Skills

CRM analytics

Account growth

Stakeholder management

Sales strategy

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Job description

Datavant is seeking a Senior Client Success professional to manage post-sale engagements with law firms, driving retention and expansion across locations and users. You will build multi-stakeholder relationships, onboard clients to carrier launches, and identify cross-sell opportunities in partnership with Field Sales.

Responsibilities include weekly portfolio health reviews, adoption metrics, and maintaining clean CRM data.