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.
Skills Required
- 3-5 years in customer success, account management, or client-facing operations with an analytical edge
- Ability to analyze data, identify trends, and communicate findings clearly
- Regular use of AI tools for analysis, drafting, and risk detection
- Comfortable with dashboards and BI tools (we use Metabase)
- Experience running client meetings, managing escalations, and producing clear follow-ups
- Perform technical integrations and onboarding including API integrations, field mapping, result codes, and SFTP access
- Ability to manage a portfolio of clients and stay organized across multiple accounts
- Experience with EDI, SFTP, or technical onboarding
- Building prompts or automations with AI tools
- Legal industry or legal tech background
- Experience building SOPs, escalation frameworks, or internal knowledge bases
What We Do
ABC Legal, trusted by over 50,000 professionals, including law firms, businesses, government agencies, and individuals, stands as the largest provider of service of process. Additionally, we serve as the official process server for the U.S. Department of Justice. Our subsidiary, Docketly, operates seamlessly within our digital ecosystem, offering appearance counsel on a bespoke platform designed for efficiency. We optimize the legal process by leveraging cloud-based applications compatible across desktops, browsers, and smartphones, ensuring partners and clients save time and resources while maintaining utmost compliance, control, and transparency. With a network of over 3,000 process servers spanning across all 50 states and 77 countries, ABC Legal is headquartered in Seattle, WA. Explore our legal solutions and learn more about our subsidiary company, Docketly, at www.abclegal.com.
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