ABC Legal Services
ABC Legal Services
ABC Legal Services oferă servicii de comunicare a actelor de procedură și de livrare a documentelor juridice pentru firme de avocatură, entități guvernamentale și persoane fizice. Rețeaua sa de agenți profesioniști pentru comunicarea actelor de procedură asigură acoperire în toate cele 50 de state ale SUA și în numeroase țări, iar tehnologia îi ajută pe clienți să monitorizeze sarcinile prin dovezi de comunicare urmărite prin GPS și actualizări în timp real ale stadiului. Compania oferă, de asemenea, suport pentru depunerea electronică și soluții pentru organizații care gestionează fluxuri de lucru cu volume mari de documente juridice.

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.

Descriere

  • 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.

Cerințe

  • 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.

Beneficii

  • 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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