Remote opportunity at
ABC Legal ServicesDocketly-Customer Success Manager
ABC Legal Services and its sister company Docketly are seeking a full-time Customer Success Manager to handle a portfolio of enterprise law firm clients. Docketly operates…
Career Tools
About This Role
ABC Legal Services and its sister company Docketly are seeking a full-time Customer Success Manager to handle a portfolio of enterprise law firm clients. Docketly operates out of Longmont, Colorado, providing software and a network of attorneys to the creditor's rights legal sector. This role operates on a remote schedule from Monday through Friday. Approximately 80 percent of the work focuses on managing existing accounts, including conducting weekly analysis on…
Job Description
ABC Legal Services and its sister company Docketly are seeking a full-time Customer Success Manager to handle a portfolio of enterprise law firm clients. Docketly operates out of Longmont, Colorado, providing software and a network of attorneys to the creditor's rights legal sector. This role operates on a remote schedule from Monday through Friday.
Approximately 80 percent of the work focuses on managing existing accounts, including conducting weekly analysis on volume, pricing, coverage, and outcomes, leading quarterly business reviews with firm leadership, handling escalations, and identifying expansion opportunities. The remaining 20 percent involves onboarding new clients, which includes technical integration duties such as setting up EDI and API integrations, field mapping, SFTP access, and result codes. Employees at this company utilize AI tools continuously for drafting, analysis, and early risk detection.
The position requires strong organizational skills to manage a full portfolio without supervision. Candidates must be prepared to use technology platforms such as Metabase, Slack, Intercom, Jira, the Docketly platform, and various AI tools. The role may occasionally involve infrequent travel for client visits or industry events, and the work environment follows an agile model with daily huddles, weekly client reviews, and monthly management reviews.
Responsibilities
- Run weekly account analysis covering volume, pricing, coverage, and outcomes
- Lead quarterly business reviews with firm leadership
- Manage escalations and identify expansion opportunities
- Perform technical onboarding tasks including EDI and API setups, field mapping, and SFTP access
- Use AI tools constantly for analysis, drafting, and account risk detection
Requirements
- 3 to 5 years of experience in customer success, account management, or a client-facing operations role with an analytical background
- Ability to analyze data independently, extract trends, and communicate findings clearly
- Demonstrated experience using AI tools first-hand
- Familiarity with dashboards and BI tools like Metabase
- Ability to run client meetings and produce follow-up documentation
- Availability for a Monday through Friday remote work schedule
Qualifications
- Prior experience with EDI, SFTP, or technical onboarding
- Experience building prompts or automations with AI tools
- Background in the legal industry or legal tech sector
- Experience creating standard operating procedures, escalation frameworks, or internal knowledge bases from scratch
Core Skills
Benefits
- Health, Dental, and 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
- Employee Assistance Program
- Pet Insurance
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the salary for the Customer Success Manager role?
The salary ranges from $70,000 to $80,000 per year, depending on experience.
Is this job remote?
Yes, the schedule is remote, operating Monday through Friday.
What tools will I use in this position?
You will use Metabase, Slack, Intercom, Jira, the Docketly platform, and various AI tools.
Sample Interview Questions
AI-generated questions tailored to this specific role — a preview of the full practice set.