Law Firm Client Success & Growth Lead

Datavant; Madison (WI); On-site; USD 85,000 - 95,000; Full time

Job summary

Datavant is hiring for a Client Success role focused on post-sale engagement with law firms. You will own lifecycle management, drive adoption, and pursue expansion within existing relationships.

You’ll collaborate across legal, operations, and administrative stakeholders to grow usage, identify cross-sell opportunities, and ensure data-driven performance reporting. The position emphasizes defined engagement cadences, rollout of carrier launches, and a disciplined CRM approach to track GRR/NRR,

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

• Maintain a defined engagement cadence based on account 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 and new locations.
• Ensure account plans include clear expansion paths and commitments.
• 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.
• Identify cross-sell opportunities for Field Sales and within assigned clients for ancillary services.
• Operating cadence, metrics, and executive reporting: weekly, monthly, quarterly reviews; maintain CRM discipline.

Skills

Client growth leadership

Analytical rigor

CRM reporting

Relationship management

Salesforce

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Job description

Datavant is hiring for a Client Success role focused on post-sale engagement with law firms. You will own lifecycle management, drive adoption, and pursue expansion within existing relationships.

You’ll collaborate across legal, operations, and administrative stakeholders to grow usage, identify cross-sell opportunities, and ensure data-driven performance reporting. The position emphasizes defined engagement cadences, rollout of carrier launches, and a disciplined CRM approach to track GRR/NRR,