Datavant is revolutionizing healthcare with its trusted data collaboration platform. Our mission is to ensure health data is secure, accessible, and actionable. Serving a variety of organizations—ranging from providers to life sciences companies—we're paving the way for transformative changes in healthcare.
By becoming part of Datavant, you will join a dynamic, collaborative team that is deeply committed to making a positive impact in the healthcare landscape.
Your Role:
As a Client Success Manager within Datavant's Legal & Insurance Client Success team, you will play a crucial role in partnering with customers in the insurance and legal sectors. Your primary goal will be to enhance customer relationships and drive adoption of solutions that help clients retrieve and manage critical records efficiently.
In this position, you will manage an assigned portfolio of customers. This involves proactive engagement and strategic planning to predict risks and identify opportunities—ensuring a seamless customer experience that goes beyond routine support.
Key Responsibilities:
- Manage a diverse portfolio of clients, including insurance carriers, law firms, and claims organizations.
- Foster strong relationships with customer stakeholders to maximize engagement.
- Develop deep knowledge of each customer's business objectives and how they interact with Datavant’s products.
- Maintain comprehensive account plans that include stakeholder mapping, usage trends, and financial health indicators.
- Utilize data-driven insights to proactively address any issues related to account health, adoption, or service quality.
- Conduct regular meetings and business reviews to discuss progress and identify areas for improvement.
- Help clients understand the full value of Datavant’s solutions, connecting their needs to quantifiable outcomes.
- Identify growth opportunities through understanding customer needs and collaborating with the sales team to drive further engagement.
- Work cross-functionally with internal teams to resolve issues and enhance client satisfaction.
- Document customer feedback and insights to contribute to process improvements and overall client success.
- Ensure records in Salesforce are up-to-date to support effective communication and planning.
- Lead discussions on customer health and renewal processes, ensuring all parties are aligned.
- Act as an internal advocate for customer needs, leveraging data and insights to influence product and service improvements.
- Exercise independent judgment while keeping leadership informed of significant trends.
Your Daily Activities:
- Review key metrics and trends across your customer portfolio to prioritize engagement.
- Prepare for and lead customer discussions that address health, value realization, and any concerns.
- Analyze account data to identify opportunities for growth or resolution of issues.
- Collaborate with Sales and other teams to ensure alignment on customer needs and messaging.
- Update records and activity logs within Salesforce to reflect current account status.
Qualifications for Success:
- Minimum of 3+ years in Customer Success, Account Management, or a Client Services role within B2B settings.
- Experience managing customer relationships and a portfolio of accounts.
- Strong communication skills, enabling effective relationship management and client engagement.
- Ability to analyze data and customer feedback to drive actionable insights.
- Demonstrated success in maintaining organized account documentation and engagement plans.
- Proficiency with CRM tools, particularly Salesforce, ensuring best practices are followed.
- A talent for identifying commercial opportunities that align with customer needs.
- Ability to work collaboratively across teams to achieve business objectives.
- Excellent organizational skills, enabling effective management of multiple accounts and priorities.
Preferred Experience:
- Experience in record retrieval or working within legal and claims environments will be advantageous.
Datavant proudly promotes diversity and is committed to providing equal employment opportunities. We welcome applicants from all backgrounds and are dedicated to fostering a high-performance culture.
The total estimated cash compensation for this role ranges from $85,000 to $95,000 USD, depending on individual skills and experience. We are eager to welcome talented individuals who can contribute to our mission of transforming healthcare data solutions.
Please note that this job is not eligible for sponsorship for employment visas.