Docketly-Customer Success Manager

ABC Legal Services; Oregon; Híbrido; USD 70.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

401(k) with company match

Paid time off

Paid holidays

Floating holidays

Life Insurance & AD&D

Long Term Disability

HSA/FSA programs

Employee Assistance Program

Descripción de la vacante

ABC Legal Services, via its Docketly platform, seeks a customer success leader to own a portfolio of enterprise law firm clients, optimize outcomes, and drive growth. You will analyze data to spot risks and opportunities, conduct quarterly business reviews, and guide clients through technical integrations with AI-assisted insights.

The role emphasizes a strong analytical edge, ability to work with dashboards, and proactive communication in a remote, fast-paced environment.

Formación

• 3–5 years in customer success, account management, or a client-facing role with an analytical edge.
• Able to independently dig into data, find trends, and communicate clearly.
• Experience with AI tools and dashboards is a plus.

Responsabilidades

• Own a portfolio of enterprise law firm clients, focusing on outcomes, satisfaction, and growth.
• Lead quarterly business reviews with firm leadership and manage escalations.
• Set up EDI and API integrations; field mapping, SFTP access, and result codes; leverage AI for analysis.

Conocimientos

Data analysis

AI tools

BI dashboards

Client communication

Herramientas

Metabase

Jira

Slack

Intercom

Descripción del empleo

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 remote schedule, Monday through Friday.
• Agile working model with daily huddles, weekly Client Review, and monthly management reviews.
• Infrequent travel possible for client visits or industry events.

Salary Range: $70,000-$80,000 depending on experience

Schedule : Monday through Friday, Remote