Work remotely from anywhere in the United States.
Manage an assigned book of customers across Datavant’s Legal & Insurance business.
Own the customer relationship for assigned accounts by driving engagement, 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.
Use Salesforce and other data to identify risks and opportunities across the book.
Proactively engage customers based on data signals.
Lead customer meetings, trainings, health reviews, account check-ins, business reviews, and renewal readiness discussions.
Help customers understand and adopt Datavant/Ontellus solutions.
Identify qualified growth opportunities by uncovering customer needs tied to additional products, expanded usage, and new relationships.
Partner with Sales to share clear lead context.
Partner with internal teams to address customer issues and improve workflows.
Capture customer feedback in a structured way.
Maintain strong Salesforce hygiene.
Support renewal readiness by documenting customer value, unresolved risks, and trends.
Act as the voice of the customer internally.

3+ years of experience in Customer Success, Account Management, Client Services, legal services, insurance, claims, healthcare technology, SaaS, or another B2B client-facing role.
Experience managing a book of business, portfolio of accounts, or assigned customer relationships.
Strong relationship management, discovery, and consultative communication skills.
Ability to use data, reporting, dashboards, and customer feedback to identify risks, opportunities, and account trends.
Experience maintaining account plans, stakeholder maps, meeting notes, risk documentation, opportunity signals, and follow-up actions.
Strong Salesforce hygiene or CRM discipline, including accurate activity logging, account documentation, and next-step management.
Ability to identify commercial opportunities and translate customer needs into qualified leads or expansion recommendations for Sales.
Experience working cross-functionally with Sales, Operations, Client Services, Support, Product, Finance, or other internal teams.
Strong organizational skills and ability to manage multiple accounts, meetings, follow-ups, and priorities.

Client Success Manager – Mid-Market Carriers

Key skills