Client Success Manager – Mid-Market Carriers

This is a fully remote position, open to applicants in United States.

📋 Description

• Work remotely from any location within the United States.

• Oversee a designated portfolio of customers within Datavant’s Legal & Insurance sector.

• Take ownership of the customer relationship for designated accounts by fostering engagement, ensuring account health, facilitating adoption, realizing value, supporting retention, and identifying expansion opportunities.

• Establish trusted relationships with stakeholders from customer organizations.

• Develop and sustain a comprehensive understanding of each customer’s business, workflows, objectives, utilized products, ordering behaviors, service experiences, risks, opportunities, and overall health status.

• Create and uphold account plans for the customers assigned to you.

• Utilize Salesforce and other data sources to pinpoint risks and opportunities across your portfolio.

• Actively engage with customers based on data signals.

• Conduct customer meetings, training sessions, health evaluations, account check-ins, business reviews, and renewal preparedness discussions.

• Assist customers in comprehending and adopting Datavant/Ontellus solutions.

• Identify viable growth opportunities by revealing customer needs related to additional products, expanded usage, and new partnerships.

• Collaborate with the Sales team to provide clear lead context.

• Work alongside internal teams to resolve customer issues and enhance workflows.

• Collect customer feedback in a structured manner.

• Maintain robust Salesforce hygiene.

• Support renewal preparedness by documenting customer value, unresolved risks, and trends.

• Represent the voice of the customer within the organization.

⛳️ Requirements

• A minimum of 3 years of experience in Customer Success, Account Management, Client Services, legal services, insurance, claims, healthcare technology, SaaS, or other B2B client-facing roles.

• Experience managing a portfolio of business, a collection of accounts, or specific customer relationships.

• Proven relationship management, discovery, and consultative communication abilities.

• Capability to leverage data, reporting, dashboards, and customer feedback to identify risks, opportunities, and account trends.

• Experience in maintaining account plans, stakeholder maps, meeting notes, risk documentation, opportunity signals, and follow-up actions.

• Strong Salesforce hygiene or CRM discipline, including precise activity logging, account documentation, and next-step management.

• Ability to recognize commercial opportunities and convert customer needs into qualified leads or expansion suggestions for Sales.

• Experience in collaborating cross-functionally with Sales, Operations, Client Services, Support, Product, Finance, or other internal teams.

• Excellent organizational skills with the ability to manage multiple accounts, meetings, follow-ups, and priorities.

🏝️ Benefits

• Health insurance

• 401(k) matching

• Flexible work arrangements

• Paid time off

• Professional development opportunities