ABC Legal Services
ABC Legal Services
ABC Legal Services provides service of process and legal document delivery for law firms, government entities, and individuals. Its network of professional process servers supports coverage across all 50 U.S. states and numerous countries, while technology helps clients monitor assignments through GPS-tracked proof of service and real-time status updates. The company also supports eFiling and offers enterprise solutions for organizations managing high-volume legal document workflows.

Onsite Customer Success Manager in Longmont

Manage enterprise law firm relationships for Docketly’s legal services platform, with a focus on client outcomes, satisfaction, and account growth. The role spans account analysis, business reviews, escalations, and EDI/API onboarding.

Description

  • Manage a portfolio of enterprise law firm clients, supporting their outcomes, satisfaction, and growth.
  • Allocate about 80% of your time to existing accounts and 20% to onboarding new clients.
  • Review account volume, pricing, coverage, and outcomes each week, then turn findings into action.
  • Lead quarterly business reviews with law firm leadership.
  • Handle client escalations.
  • Find opportunities to grow client accounts.
  • Set up EDI and API integrations, including field mapping, SFTP access, and result codes.
  • Apply AI tools to analysis, drafting, and early identification of account risks.
  • Join daily huddles, weekly Client Review meetings, and monthly management reviews.
  • Travel occasionally for client visits or industry events.

Requirements

  • Have 3–5 years of experience in customer success, account management, or an analytical client-facing operations role.
  • Independently analyze data, identify trends, and explain findings clearly, including when the data is ambiguous.
  • Use AI tools proactively and be able to share examples of your work with them.
  • Work comfortably with dashboards and business intelligence tools; the team uses Metabase.
  • Run focused client meetings and write clear follow-up notes.
  • Stay organized across a full client portfolio and prioritize what matters.
  • Preferred: experience with EDI, SFTP, or technical onboarding.
  • Preferred: experience creating prompts or automations with AI tools.
  • Preferred: experience in the legal industry or legal technology.
  • Preferred: experience building SOPs, escalation frameworks, or internal knowledge bases from scratch.
  • No specific educational credential is listed.

Benefits

  • Health, dental, and vision insurance
  • 401(k) with company matching
  • Paid time off
  • Seven paid company holidays
  • Four floating holidays per year
  • Life and accidental death and dismemberment insurance
  • Long-term disability coverage
  • Health care reimbursement flexible spending account
  • Dependent care flexible spending account
  • Employee Assistance Program
  • Pet insurance

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