Client Success Manager - Law Firms
Core
Post-sale relationship management and growth for law firm clients using healthcare data solutions.
Role type
Mid-level Client Success Manager (Account Management)
Builds
Retention, organic growth (new users/locations), and cross-sell opportunities for Field Sales
Domain
Healthcare data technology / Legal services
Required skills
Client lifecycle management, stakeholder relationship building, account expansion strategy, adoption enablement, cross-sell identification, CRM reporting, GRR/NRR analysis
Preferred skills
Experience in legal, insurance, or health-information services, Salesforce proficiency
Responsibilities
Maintain engagement cadence based on account tier, build multi-threaded relationships across legal/ops/admin stakeholders, drive seat growth and new location additions, manage onboarding and adoption milestones, identify cross-sell opportunities for Field Sales, conduct weekly portfolio audits and monthly/quarterly business reviews
Seniority
Mid-level, hands-on IC
