Client Success Manager at Pattern Data

Charlotte, NCFull-timeClient SuccessPosted about 2 months ago

About the Role

Who We Are Pattern Data is an AI-powered platform built for the complexities of mass tort litigation. We help leading law firms automate case analysis, accelerate settlement decisions, and manage high-volume inventories that were traditionally manual and time-intensive. The problems we work on are complex and high-stakes, requiring precision, adaptability, and a deep understanding of both data and client needs. We’re a collaborative, high-ownership team that moves quickly and takes pride in solving hard problems well. People at Pattern go deep to understand the “why,” build solutions that hold up, and stay focused on what drives real outcomes for our customers. We value transparency, thoughtful problem-solving, and authenticity in how we work together and we’re looking for someone who’s excited to contribute to a team that’s actively building and improving every day. What You’ll Do The Client Success Manager plays a critical role in shaping the client experience at Pattern through trust, operational rigor, and data-driven insights. You will influence client adoption and long-term success by translating insights into action, while bringing forward client perspectives to inform our product roadmap. This role requires a high degree of intellectual curiosity - particularly a desire to understand how litigation works at a deeper level - as well as comfort operating in ambiguity and making sound decisions. You are accountable for outcomes, not just activity, and excel in complex environments serving sophisticated legal teams. At Pattern, you will be responsible for the following:  Client Management <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Own the client relationship with an assigned book of business (pod structure) developing a deep understanding of each firm’s litigation portfolio, internal stakeholders, and definition of success</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Lead client onboarding and serve as the primary day-to-day point of contact throughout the engagement building trust with partners, senior counsel, and operations leads</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Drive platform adoption proactively; not just training clients on features, but using data and reporting to demonstrate value, surface trends, and create habits that align with the firm’s workflow</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Anticipate issues before clients raise them by monitoring engagement signals, identifying risk, and taking action before problems escalate, while also addressing any needs quickly and effectively </li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Serve as the voice of the client internally — channeling product feedback to the Product team and partnering with Marketing to capture client testimonials</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Evaluate custom client requests (platform builds, reporting, features) and partner with Product, Engineering, and Leadership to assess feasibility</li> </ul> Litigation Consulting   <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Serve as the CS owner for assigned litigations, partnering closely with Litigation Managers and Implementation to represent the client perspective, share proactive feedback, and help ensure the product meets client needs at each stage</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Partner with Litigation Managers to ask the right questions, understand which data matters at each phase, and translate client feedback into clear, actionable insights</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Maintain the deepest knowledge of your assigned litigations on the team and actively share that knowledge to raise the bar across the CS department</li> </ul> Account Growth & Retention  <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Partner closely with the Key Account Managers, within your assigned pod, to align on client health, active litigations, and expansion opportunities across your shared book of business </li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Own client health within your book by ensuring every client can clearly articulate the value Pattern delivers and is positioned to expand to new litigations or product phases</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Understand each client's broader business goals and current tech stack (case management, document partners) to identify integration opportunities</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Build and maintain strong in-person relationships through regular client visits</li> </ul> What You’ll Bring <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">3 - 5 years of experience in client-facing customer success or account management, ideally in legal tech, legal services, or another complex B2B SaaS environment  </li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">A track record of managing client relationships with senior stakeholders; comfortable navigating law firm partners, paralegals, or C-suite contacts with confidence</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Prior experience in designing and implementing strategies related to client service and support</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Self-starter able to take on tasks with minimal oversight and guidance</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Demonstrated ability to drive adoption and retention outcomes proactively.  You don’t wait for clients to ask; you bring a point of view to every touchpoint</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Comfort with data and reporting as you can read a dashboard, spot a trend, and translate what you’re seeing into a client-ready story without needing someone to decode it for you </li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Strong written and verbal communication skills. You distill complex data into clear, compelling narratives for a variety of audiences</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">You collaborate and work well with Product, Engineering, and Implementation teams and know how to escalate, advocate, and synthesize information across functions</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">Bonus: prior exposure to legal tech, mass tort, or litigation support environments</li> <li style="font-family: arial, helvetica, sans-serif; font-size: 10pt;">This role is based in Charlotte, NC or Richmond, VA and requires a hybrid schedule with regular in-office presence</li> </ul> Ready to meet us? Please apply directly through our website or Linkedin. We are excited to hear from you!  Pay Transparency Disclosure The estimated base salary range for this role is $80,000 - $105,000 per year, plus bonus and benefits. At Pattern Data, our compensation philosophy is built around fairness, transparency, and market alignment. Base salary represents just one part of our total compensation package, which also includes performance-based incentives, comprehensive benefits, and other rewards. Final compensation will be determined based on several factors, including skills, experience, qualifications, geographical location and internal equity across the team. We understand that exceptional candidates bring unique backgrounds and strengths.  If the scope of the role changes during the hiring process, we’ll update and communicate any adjusted range accordingly. Pattern Data is committed to pay equity and to maintaining competitive, transparent compensation practices across all roles and teams.

About the Role

About the Role

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