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# Client Success Manager – Law Firms

Review the role, location requirements, compensation details, and application process before deciding whether this opportunity fits your next career move.

[Apply for this job](#job-application)[View company](https://jobicy.com/company/datavant.md)ShareRemote from[USA](https://jobicy.com/job-region/usa.md)SalaryUSD 85k–95k / yrDepartment[Customer Support & Success](https://jobicy.com/categories/supporting.md)EmploymentFull TimeExperienceDirectorPublished2 Nov 2026Apply before2 Dec 2026Listing views26Application actions0Application toolkit

## Make your next move.

Prepare your resume, explore your fit, and draft a cover letter for this opportunity.

AI Summary

## The role, at a glance.

Datavant is seeking a Client Success Manager to own post-sale relationships with law-firm clients in its healthcare data platform business. The role focuses on retention, adoption, account health, user and location expansion, and identifying cross-sell opportunities with Field Sales. The manager will maintain a structured engagement cadence, lead reviews with client stakeholders, and track GRR, NRR, pipeline, adoption, and CRM data. Candidates need at least five years of sales or client-growth leadership experience, preferably in legal, insurance, or health-information services, along with strong Salesforce and analytical skills.

## Role DNA

A quick view of the complexity, pace, ownership and collaboration implied by the job description.

### Job Complexity

4/5EasyHard

### Pace & Pressure

4/5RelaxedFast-paced

### Autonomy Level

4/5GuidedFull ownership

### Communication Load

5/5IndependentCollaborative

AI insightThis is a senior, commercially accountable customer-success role that combines executive relationship management, expansion ownership, and rigorous portfolio reporting. Success depends on independently prioritizing account risks and growth opportunities across multiple stakeholders.

## Salary analysis

Estimated compensation compared with the broader US market for similar roles.

Estimated job median (per year)Market rate$90,000US market range (per year)$80k–$110k0$121.00k

AI insightThe yearly pay period is inferred from the job context; it was not explicitly stated by the employer. The employer discloses estimated total cash compensation of $85,000–$95,000 USD. The posting does not state a cadence, so yearly pay is inferred based on the amount, US location, and full-time professional client-success context. Estimated US market compensation for a Client Success Manager with this experience level is $80,000–$110,000 USD per year.

## Core skills

Skills and capabilities most closely associated with this opportunity.

[Client success management](https://jobicy.com/jobs?search_keywords=Client%20success%20management.md)[Account management](https://jobicy.com/jobs?search_keywords=Account%20management.md)[Customer retention](https://jobicy.com/jobs?search_keywords=Customer%20retention.md)[Account expansion](https://jobicy.com/jobs?search_keywords=Account%20expansion.md)[Cross-selling](https://jobicy.com/jobs?search_keywords=Cross-selling.md)[Stakeholder management](https://jobicy.com/jobs?search_keywords=Stakeholder%20management.md)[Client onboarding](https://jobicy.com/jobs?search_keywords=Client%20onboarding.md)[Product adoption](https://jobicy.com/jobs?search_keywords=Product%20adoption.md)[Salesforce](https://jobicy.com/jobs?search_keywords=Salesforce.md)[CRM reporting](https://jobicy.com/jobs?search_keywords=CRM%20reporting.md)[GRR management](https://jobicy.com/jobs?search_keywords=GRR%20management.md)[NRR management](https://jobicy.com/jobs?search_keywords=NRR%20management.md)[Quarterly business reviews](https://jobicy.com/jobs?search_keywords=Quarterly%20business%20reviews.md)[Pipeline management](https://jobicy.com/jobs?search_keywords=Pipeline%20management.md)[Healthcare data services](https://jobicy.com/jobs?search_keywords=Healthcare%20data%20services.md)

Sample interview questionsHow would you identify and prioritize expansion opportunities within an existing law-firm account?I would review usage, adoption, stakeholder coverage, location and user penetration, service gaps, and account objectives. I would then validate the opportunity with the client, document a clear value hypothesis and next steps in the account plan, and partner with Field Sales when the opportunity requires a commercial motion.

What metrics would you use to assess the health of a client-success portfolio?

I would track GRR, NRR, renewal risk, product adoption, utilization trends, onboarding milestones, stakeholder engagement, support themes, expansion pipeline, and CRM activity quality. I would use these measures to distinguish immediate retention risks from longer-term growth opportunities.

Describe how you would build relationships across legal, operations, and administrative stakeholders at a client.

I would map decision-makers, champions, users, and potential blockers, then tailor conversations to each group's priorities. Regular business reviews, operational check-ins, training sessions, and documented action plans would create multiple points of trust and reduce dependency on a single contact.

How would you respond if a strategic client showed declining adoption after a carrier launch?

I would first quantify where adoption declined and identify whether the cause is training, workflow fit, access, process changes, or service quality. I would align with the client on a recovery plan with owners, deadlines, and adoption milestones, then monitor results closely and communicate progress through a structured cadence.

How do you maintain CRM discipline while managing a fast-moving portfolio?

I treat CRM data as an operating system rather than an administrative task. I maintain timely account notes, risk flags, stakeholder maps, opportunity stages, next actions, and forecast assumptions so that portfolio reviews and cross-functional decisions are based on reliable information.

Opportunity details

## About this role.

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)
* 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 range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job.

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](https://www.datavant.com/eeo-commitment-statement). [Know Your Rights](https://www.eeoc.gov/know-your-rights-workplace-discrimination-illegal), explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.

At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren’t even able to see whether you’ve responded.) Responding is entirely optional and will not affect your application or hiring process in any way.

Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it [here,](https://peopleteam.datavant.com/portal/en/newticket?departmentId=248697000248790029&layoutId=248697000248795462) by selecting the ‘Interview Accommodation Request’ category. You will need your requisition ID when submitting your request, you can find instructions for locating it [here](https://app.tango.us/app/workflow/Greenhouse--Locating-Requisition-ID-2c7d618c8a8a423da4330ff12330695e). Requests for reasonable accommodations will be reviewed on a case-by-case basis.

For more information about how we collect and use your data, please review our [Privacy Policy](https://www.datavant.com/privacy-policy).

Show more

[Apply now >](https://jobicy.com/jobs/158505-client-success-manager-law-firms.md)

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