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Legal Services, Technology, Business Services

Docketly-Customer Success Manager

Longmont, COOnsiteFull Time$70,000–$80,000 /yrPosted 1 month agoVisa sponsorship available

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Required skills

  • enterprise law firm clients
  • client outcomes
  • client satisfaction
  • client growth
  • data analysis
  • account analysis
  • volume
  • pricing
  • coverage
  • quarterly business reviews

Nice to have

  • automations
  • SOPs
  • escalation frameworks
  • internal knowledge bases

Role summary

Docketly, a growing legal tech company in Longmont, Colorado, seeks a Customer Success Manager to manage a portfolio of enterprise law firm clients. This role focuses on client outcomes, satisfaction, and growth, with approximately 80% of time dedicated to existing accounts and 20% to new client onboarding, including technical integrations. Responsibilities include weekly account analysis, leading QBRs, managing escalations, and setting up EDI/API integrations. The company is AI-first, requiring candidates to leverage AI tools for analysis and risk spotting. The ideal candidate has 3-5 years in customer success or account management with strong analytical skills, experience with BI tools, and comfort with client-facing operations. Bonus points for EDI, SFTP, AI prompt building, or legal industry experience. This is a full-time, in-office position.

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 in-office 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, this position is full-time in Docketly's HQ Office in Longmont, Colorado.

    Application Closing Date: November 20, 2026, 11:59 PM MST

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