Customer Success Manager

ABC Legal Services; Longmont (CO); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401(k) with company matching

Paid time off

7 Paid company holidays

4 Floating holidays per-year

Life Insurance and AD&D Insurance

Long Term Disability

Health Care Reimbursement Flexible SPF

Dependent Care Flexible Spending Card

EAP (Employee Assistance Program)

Pet Insurance

Job summary

Docketly, the sister company of ABC Legal Services, seeks a data‑driven Client Success leader in Longmont, CO. You will own enterprise client outcomes, analyze portfolios, and drive growth while using AI tools to enhance analysis and client interactions.

You’ll manage ongoing accounts, lead business reviews, and coordinate integrations (EDI/API). This role emphasizes proactive risk spotting and a hands‑on approach with clients and internal teams.

Qualifications

• 3–5 years in customer success, account management, or client-facing ops role with an analytical edge.
• Ability to independently dig into data, identify trends, and communicate clearly—even messy data.
• Familiarity with AI tools and capacity to apply them in analysis and drafting.

Responsibilities

• Run weekly account analysis across volume, pricing, coverage and outcomes and translate into action.
• Lead quarterly business reviews with firm leadership and manage escalations.
• Set up EDI and API integrations: field mapping, SFTP access, result codes.
• Use AI tools for analysis, drafting, and early risk spotting.

Skills

Customer success

Account management

Data analysis

AI tools usage

BI dashboards

Tools

Metabase

Slack

Intercom

Jira

Docketly platform

AI tools

Job description

About Docketly:

Docketly, sister company to ABC Legal Services, is a growing company in Longmont, Colorado. For the creditor’s rights industry, we make hiring a stand-in attorney easy, fast, and safe. By combining our own software with a nationwide network of attorneys, we have redefined the what’s possible for the legal services industry.

Job Overview:

You’ll own a portfolio of enterprise law firm clients their outcomes, their satisfaction, and their growth. This isn’t a hand-holding role. You’ll be the one spotting risks before they become problems, digging into data to find the story, and showing up to client conversations with answers, not just updates.

About 80% of your time goes deep on existing accounts; the other 20% is bringing new clients online, including the technical integration work that makes it all run.

What the day-to-day looks like

You’re running weekly account analysis across volume, pricing, coverage, and outcomes and turning that into action, not just a report. You’re leading quarterly business reviews with firm leadership, managing escalations when things go sideways, and finding expansion opportunities when they’re ready for more. On the technical side, you’re setting up EDI and API integrations: field mapping, SFTP access, result codes, the works.

You’re also expected to use AI tools constantly for analysis, for drafting, for spotting account risk earlier than you could manually. This is an AI-first company, and that’s not a buzzword here.

You’ll thrive here if you

• Have 3–5 years in customer success, account management, or a client-facing ops role with an analytical edge
• Can independently dig into data, find the trend, and communicate it clearly — even when the picture is messy
• Already reach for AI tools first and can show examples of it
• Are comfortable with dashboards and BI tools (we use Metabase)
• Can run a tight client meeting and write a crisp follow-up
• Stay organized across a full portfolio without losing track of what matters most

Bonus points for

• EDI, SFTP, or technical onboarding experience
• Building prompts or automations with AI tools
• Legal industry or legal tech background
• SOPs, escalation frameworks, or internal knowledge bases you’ve built from scratch

Tools you’ll use:

Metabase, Slack, Intercom, Jira, the Docketly platform, and whatever AI tools help you move faster.

Benefits:

• Health, Dental, Vision insurance
• 401(k) with company matching
• Paid time off
• 7 Paid company holidays
• 4 Floating holidays per-year
• Life Insurance and AD&D Insurance
• Long Term Disability
• Health Care Reimbursement Flexible Spending Account
• Dependent Care Flexible Spending Account
• EAP (Employee Assistance Program)
• Pet Insurance

Work Environment:

• Casual, open-plan office. Full-time in-office schedule, Monday through Friday.

• Agile working model with daily huddles, weekly Client Review, and monthly management reviews.

• Infrequent travelpossiblefor client visits or industry events.

Salary Range:

$70,000-$80,000 depending on experience

Schedule:

Monday through Friday, this position is full-time in Docketly’s HQ Office in Longmont, Colorado.

Application Closing Date:

October 30, 2026, 11:59 PM MST