Pattern Data

Pattern Data

Client Success Manager

Charlotte, NC

Sponsorship not specified$80k-$105kDetected 97 days ago
Product ManagementAccount ManagementExcelCustomer SuccessLeadershipCommunicationProblem SolvingAdaptability

About the role

  • 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.
  • You will influence client adoption and long-term success by translating insights into action, while bringing forward client perspectives to inform our product roadmap.

Responsibilities

  • 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
  • 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
  • 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
  • Evaluate custom client requests (platform builds, reporting, features) and partner with Product, Engineering, and Leadership to assess feasibility
  • Partner with Litigation Managers to ask the right questions, understand which data matters at each phase, and translate client feedback into clear, actionable insights
  • Maintain the deepest knowledge of your assigned litigations on the team and actively share that knowledge to raise the bar across the CS department
  • 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
  • Understand each client's broader business goals and current tech stack (case management, document partners) to identify integration opportunities
  • Build and maintain strong in-person relationships through regular client visits

Requirements

  • 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.
  • 5 years of experience in client-facing customer success or account management, ideally in legal tech, legal services, or another complex B2B SaaS environment
  • You are accountable for outcomes, not just activity, and excel in complex environments serving sophisticated legal teams.

Compensation

  • 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.

Benefits

  • 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
  • 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

Company info

  • 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.
  • 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.
  • 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.
  • 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.

This listing is sourced directly from Pattern Data's careers page and normalized into a canonical job model.