ABC Legal Services
ABC Legal Services
ABC Legal Services заң фирмаларына, мемлекеттік ұйымдарға және жеке тұлғаларға құжаттарды табыстау және заңды құжаттарды жеткізу қызметтерін ұсынады. Кәсіби құжат тапсырушылардан тұратын желісі АҚШ-тың барлық 50 штатында және көптеген елдерде қызмет көрсету ауқымын қамтамасыз етеді, ал технология GPS арқылы бақыланатын табыстау дәлелі мен нақты уақыттағы мәртебе жаңартулары арқылы клиенттерге тапсырмаларды бақылауға көмектеседі. Компания сондай-ақ электрондық құжат тапсыруды қолдайды және заңды құжаттардың үлкен көлемдегі жұмыс процестерін басқаратын ұйымдарға арналған корпоративтік шешімдер ұсынады.

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.

Сипаттама

  • 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.

Талаптар

  • 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.

Артықшылықтар

  • 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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