Client Success Manager - Law Firms

Datavant; New York (NY); Remote; USD 85,000 - 95,000; Full time

Job summary

Datavant is seeking a Client Success Manager for Law Firms. This remote, full-time role focuses on post-sale engagement, relationship building, and expansion within existing law firm clients across the United States.

You will drive adoption, identify cross-sell opportunities, and maintain CRM-driven reporting while partnering with Field Sales to grow accounts. Salary ranges are provided and benefits reflect Datavant’s total rewards approach.

Qualifications

• 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).

Responsibilities

• Client Engagement & Lifecycle Management (Post-Sale Ownership): Maintain engagement cadence and expand discussions.
• Build multi-threaded relationships across legal, operations, and administrative stakeholders.
• Drive account expansion within existing clients (seat growth and new locations).
• Ensure account plans include expansion paths and next steps.
• Onboarding training and adoption milestones tied to carrier launches/re-launches.
• Increase utilization of all products and improve client satisfaction.
• Identify cross-sell opportunities in partnership with Field Sales.
• Maintain CRM discipline; provide regular portfolio health and reporting.

Skills

Sales leadership

CRM analysis

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Job description

Client Success Manager - Law Firms

7836 Remote - United States Full-time regular

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.

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) and 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).

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.

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 estimated total cash compensation range for this role is: $85,000 — $95,000 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.

Datavant is committed to a work environment free from job discrimination. 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. To learn more about our commitment, please review our EEO Commitment Statement here . Know Your Rights , explore the resources available through the EEOC for more information regarding your legal rights and protections.