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Customer Success Manager
ABC Legal ServicesPosted 10/21/2026full-timeLongmont • Colorado • United StatesMid-LevelSenior💰 $70,000 - $80,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client account management, utilizing analytical skills to drive client satisfaction and growth. Proficient in EDI and API integrations, leveraging AI tools for data analysis and risk identification.
Highest-signal resume keywords
Client Account ManagementData AnalysisAI Tool UtilizationEDI IntegrationBI Tools Proficiency
About the role
Key responsibilities & impact- Own a portfolio of enterprise law firm clients, including their outcomes, satisfaction, and growth
- Spend approximately 80% of time on existing accounts and 20% bringing new clients online
- Conduct weekly account analysis across volume, pricing, coverage, and outcomes, turning findings into action
- Lead quarterly business reviews with firm leadership
- Manage client escalations
- Identify expansion opportunities
- Set up EDI and API integrations, including field mapping, SFTP access, and result codes
- Use AI tools for analysis, drafting, and early account-risk identification
- Participate in daily huddles, weekly Client Review, and monthly management reviews
- Occasionally travel for client visits or industry events
Requirements
What you’ll need- 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
- 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: EDI, SFTP, or technical onboarding experience
- Bonus: Building prompts or automations with AI tools
- Bonus: Legal industry or legal tech background
- Bonus: SOPs, escalation frameworks, or internal knowledge bases built from scratch
- No educational credential specified
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisClient Account ManagementEDI IntegrationAPI IntegrationSFTP AccessAI Tool UtilizationDashboard ManagementTrend IdentificationClient Meeting FacilitationFollow-Up Communication
Soft Skills
Organizational SkillsCommunication SkillsAnalytical ThinkingProblem-SolvingClient Relationship Management
Tools & Technologies
MetabaseAI Tools
Industry Keywords
Legal IndustryLegal TechClient SuccessAccount ManagementOperational Excellence