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Client Success Manager

Pattern Data
CompanyPattern Data
CategoryCustomer Support
LocationCharlotte
RemoteOn-site (inferred)
EmploymentNot stated
LevelManager
SalaryNot stated by the employer
Posted3 Apr 2026
Last verified2 Aug 2026
SourceEmployer career page (greenhouse)
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Description
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 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 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  Serve as the voice of the client internally — channeling product feedback to the Product team and partnering with Marketing to capture client testimonials Evaluate custom client requests (platform builds, reporting, features) and partner with Product, Engineering, and Leadership to assess feasibility Litigation Consulting   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 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 Account Growth & Retention  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 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 thr
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