Client Success Manager - Mid-Market Carriers

What We’re Looking For:

Datavant’s Legal & Insurance Client Success organization partners with customers across the insurance, legal, and claims ecosystem to help them retrieve, organize, analyze, and securely exchange critical records. Our team is responsible for protecting revenue, improving customer health, expanding adoption, and advocating for a better end-to-end customer experience through proactive, data-driven account management.

We are looking for a Client Success Manager to manage an assigned book of customers and drive customer health, adoption, retention support, value realization, and qualified growth opportunities. This role is responsible for moving beyond reactive account support by using data, customer feedback, account planning, and proactive engagement to identify risks and opportunities before they become renewal issues or customer escalations.

As a Client Success Manager, you will own the customer plan for your assigned book. You will build relationships with customer stakeholders, monitor account health, maintain clean account documentation, identify expansion signals for Sales, and partner cross-functionally to improve the customer experience. Success in this role means assigned accounts have clear ownership, organized account plans, proactive engagement, documented risks and opportunities, and measurable progress toward retention, growth, customer health, and operational improvement goals.

What You Will Do:

• Work remotely from anywhere in the United States.
• Manage an assigned book of customers across Datavant’s Legal & Insurance business, which may include insurance carriers, law firms, claims organizations, plaintiff firms, enterprise clients, regional accounts, or other customer segments.
• Own the customer relationship for assigned accounts by driving engagement (meetings, calls, email, webinar), account health, adoption, value realization, retention support, and expansion identification.
• Build trusted relationships with customer stakeholders.
• Develop and maintain a clear understanding of each customer’s business, workflow, goals, products used, order behavior, service experience, risks, opportunities, and overall health.
• Build and maintain account plans for assigned customers, including stakeholder maps, business hierarchy, product usage, order trends, revenue trends, open issues, risks, opportunities, renewal considerations, and next steps.
• Use Salesforce, dashboards, revenue reporting, order activity, usage data, hold reports, aging reports, escalation trends, and customer feedback to identify risks and opportunities across the book.
• Proactively engage customers based on data signals, including declining volume, low adoption, inactivity, unresolved holds, service issues, workflow gaps, customer sentiment changes, or expansion potential.
• Lead customer meetings, trainings, health reviews, account check-ins, business reviews, and renewal readiness discussions based on customer segment, account complexity, and business need.
• Help customers understand and adopt Datavant/Ontellus solutions by connecting capabilities to practical applications in their workflows.