Law Firm Client Success Manager - Post-Sale Growth

Datavant; Hartford (CT); On-site; USD 85,000 - 95,000; Full time

Job summary

Datavant is seeking a Client Success professional to own post-sale lifecycle management for law-firm clients, driving retention and organic growth. You will manage engagement cadences, coordinate across legal, operations, and admin stakeholders, and identify cross-sell opportunities in partnership with Field Sales.

Responsibilities include onboarding, adoption milestones, and ensuring account plans have clear expansion paths while maintaining robust CRM reporting and quarterly business reviews.

Qualifications

• Bachelor’s degree or equivalent experience.
• 5+ years of sales/client growth leadership experience in legal, insurance, or health-information services.

Responsibilities

• Maintain a defined engagement cadence based on account tier with proactive outreach 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 new users and new office/locations.
• Ensure account plans include clear expansion paths and next-step commitments.
• Onboarding training and adoption milestones tied to new carrier launches.
• Maintain CRM discipline and reporting with accurate segment scorecards.

Education

Bachelor’s degree or equivalent experience

5+ years of sales/client growth leadership experience in legal, insurance, or health-information services

Job description

Datavant is seeking a Client Success professional to own post-sale lifecycle management for law-firm clients, driving retention and organic growth. You will manage engagement cadences, coordinate across legal, operations, and admin stakeholders, and identify cross-sell opportunities in partnership with Field Sales.

Responsibilities include onboarding, adoption milestones, and ensuring account plans have clear expansion paths while maintaining robust CRM reporting and quarterly business reviews.