Client Success Manager – Law Firms

Datavant

Client Success Manager overseeing post-sale clients in law firms. Engaging stakeholders, driving adoption, and fostering growth through effective relationship management.

Posted 7/7/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management and client growth strategies, with a focus on driving organic expansion and enhancing client satisfaction through effective relationship building and analytical rigor. Proficient in managing key metrics and CRM reporting to support strategic decision-making.

Highest-signal resume keywords

Account ManagementClient Growth LeadershipCRM ReportingAnalytical SkillsSalesforce Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Growth StrategiesPerformance ReviewsExpansion PlanningUtilization ImprovementAdoption Metrics Management

Soft Skills

Relationship BuildingProactive OutreachCross-SellingStakeholder Engagement

Tools & Technologies

CRM SystemsSalesforce

Industry Keywords

Legal ServicesInsuranceHealth Information ServicesOperational Rigor

About the role

Key responsibilities & impact

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
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.
Maintain clean CRM discipline and reporting, ensuring segment scorecards are accurate and actionable.

Requirements

What you’ll need

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).

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities