Law Firm Client Success & Growth Lead

Datavant; Richmond (VA); On-site; USD 85,000 - 95,000; Full time

Job summary

Datavant is seeking a Client Success leader to own post-sale engagement for law firms, driving retention and organic growth across users, locations, and services. You will collaborate with legal, operations, and admin stakeholders to expand within existing relationships.

The role emphasizes onboarding, adoption milestones, and product utilization, with cross-sell identification in partnership with Field Sales. Strong CRM and analytics are essential.

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.

Responsibilities

• Maintain a defined engagement cadence based on account tier (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, office/branch locations added, and expansion plans.
• 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 ancillary services within assigned clients.

Skills

Sales leadership

Client growth

CRM reporting

Analytical thinking

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Job description

Datavant is seeking a Client Success leader to own post-sale engagement for law firms, driving retention and organic growth across users, locations, and services. You will collaborate with legal, operations, and admin stakeholders to expand within existing relationships.

The role emphasizes onboarding, adoption milestones, and product utilization, with cross-sell identification in partnership with Field Sales. Strong CRM and analytics are essential.