Customer Success Manager at ABC Legal Services in Longmont, Co

Job description

• 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.

Responsibilities

• 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.

Requirements

• 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
• 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

Skills

Required

• Customer success
• Account management
• Client-facing operations
• Data analysis
• Communication
• AI tools
• Dashboards and BI tools (Metabase)
• Meeting facilitation
• Organization

Preferred

• EDI
• SFTP
• Technical onboarding
• AI prompt building
• Automations
• Legal industry or legal tech background
• SOPs
• Escalation frameworks

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
• Salary Range: $70,000-$80,000 depending on experience