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Majors Customer Success Manager

harvey

Híbrido Chicago
Customer Success Account Manager

Job Score

100 pts
Hybrid model (+80) Customer Success (+10) Account Manager (+10)

Why Harvey

At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.

This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.

Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you.

At Harvey, the future of professional services is being written today — and we’re just getting started.

Role Overview

As a Majors Customer Success Manager, you’ll play a critical role in guiding our largest customers through their journey with Harvey and defining the future of work at elite law firms, Fortune 500 companies and premier asset managers. This position is pivotal in ensuring our customers not only adopt but also derive maximum value from our technology. You'll act as a trusted advisor, deeply integrating Harvey into their business processes, providing expert industry advice and shaping Harvey’s product roadmap.

What You'll Do

  • Client Relationship Management: Serve as the primary contact for customers with a prescriptive and consultative approach and as a thought partner to deliver a superior customer experience.

  • Strategic Implementation: Lead the integration of Harvey into daily workflows, ensuring seamless adoption and optimal use of our AI solutions.

  • Customer Health Monitoring: Proactively and strategically manage overall account health by monitoring key indicators, addressing risks early and driving initiatives that support long-term customer success and retention.

  • Training & Enablement: Evangelize the power of Harvey as you meet with end users and collaborate with Legal Product Specialists to enable end users to adopt Harvey on a daily-basis as it becomes a “must have” product.

  • Advocacy and Engagement: Direct stakeholder engagement and facilitate executive engagement, transforming customers into Harvey champions within their organizations.

  • Feedback Loop: Relay customer insights to our internal teams and collaborate with Product to aid in the continuous improvement of our product and services.

  • Travel required: Up to 25% of the time

What You Have

  • Background in management consulting or technology advisory at a top tier management consulting firm, or strategic customer success/account management experience in an Enterprise SaaS or legal (big law or in-house or in-house) environment

  • History and comfort conducting change management and wide-scale adoption for large technology projects.

  • Excellent communication and strategic planning skills, and a capability of influencing stakeholders at every level, including at the executive level.

  • Results driven mindset and the ability to ruthlessly prioritize competing tasks and demanding customers seamlessly.

  • A strong commitment to be collaborative and proactive with a team-first mentality.

What We Offer

  • A chance to be at the forefront of AI technology and innovation, directly impacting how our customers' businesses operate and thrive.

  • An opportunity to contribute to the growth and direction of our rapidly-evolving Customer Success program, building out best-in-class playbooks and processes.

  • A collaborative work environment that promotes growth, learning, and development.

Compensation Range

  • $180,000-$210,000 OTE with an 80/20 split

Depending on your location, an Applicant Privacy Notice may apply to you. You can find all of our Applicant Privacy Notices [here].

#LI-GK1

Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing accommodations@harvey.ai

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About Customer Success

Customer Success is the area responsible for ensuring clients achieve their goals when using the product or service. It is a strategic function for retention, expansion, and customer satisfaction.

Key skills include account management, churn analysis, NPS, onboarding, upsell, and cross-sell. Knowledge of CS tools like Gainsight, Totango, and ChurnZero is a differentiator.

CS is becoming increasingly strategic in SaaS companies, with professionals directly contributing to recurring revenue growth (MRR/ARR).

About Account Manager

The Account Manager is the professional responsible for managing and expanding the relationship with clients after the sale. They act as a strategic partner, ensuring satisfaction, retention, and account growth, connecting client needs with company solutions.

Key skills include relationship management, negotiation, upsell and cross-sell, contract renewal, account planning, business reviews, metrics analysis (NPS, churn, LTV), and CRM knowledge (Salesforce, HubSpot). Communication, empathy, and business vision are fundamental differentiators.

Account Managers in technology and SaaS companies are highly valued, especially those who can increase recurring revenue (MRR/ARR) through account expansion and churn prevention. The field offers opportunities from account executive to director of accounts, with a focus on strategic relationship, revenue growth, and customer success.

Discover Other Areas

Understand the scope of work, key skills, and tools used in different career areas.

About Tech Recruiter

The Tech Recruiter is a professional specialized in recruiting technology talent, from developers to AI engineers and DevOps professionals. They combine technical knowledge with recruitment skills to evaluate and attract highly qualified candidates.

Key skills include technical screening, analysis of technical profiles (GitHub, portfolios, blogs), knowledge of software stacks and architectures, networking in tech communities and events. Proficiency with tools like LinkedIn Recruiter, Gem, Ashby, and technical assessment platforms is a differentiator.

Tech Recruiters are scarce and highly paid professionals, especially those who can map and access passive talent in competitive markets like AI, data engineering, and cloud computing.

About Graphic Designer

The Graphic Designer is the professional responsible for creating visual pieces for print and digital communication, from visual identity and logos to marketing materials and packaging. They combine creativity with technique to convey messages visually and impactfully.

Key skills include Adobe Photoshop, Illustrator, and InDesign, CorelDRAW, visual identity design, typography, color theory, packaging design, and motion graphics. Knowledge of vector illustration, offset/digital printing, and print production is a differentiator.

Graphic Designers in technology companies are highly valued, especially those who master social media design, infographics, and can create materials that strengthen brand visual identity. The field offers opportunities from junior graphic designer to art director and design director.

About Administrative

The Administrative area is responsible for ensuring the efficient functioning of all organizational operations. Administrative professionals manage processes, human resources, procurement, and facility management.

Key skills include process management, Office 365, administrative ERPs, compliance, and people management. Knowledge of automation and AI tools is becoming increasingly relevant.

The digitization of administrative processes has created new opportunities for professionals who master technology and management.

About Fullstack

Fullstack developers are versatile professionals capable of working on both frontend and backend of web and mobile applications. They master multiple technologies and can build complete products end-to-end, from the user interface to server infrastructure.

Key skills include proficiency in at least one complete stack (React/Vue/Angular + Node.js/PHP/Python/Java), databases (SQL and NoSQL), REST/GraphQL APIs, Git versioning, CI/CD, and basic infrastructure knowledge (Docker, cloud). Clean architecture, DDD, and testing are important differentiators.

Fullstack developers are highly valued in startups and companies that need versatile and autonomous professionals. The field offers opportunities from junior developer to software architect, with a focus on complete delivery, holistic product vision, and ability to work across multiple application layers.

About Blockchain

The Blockchain area involves the development and implementation of secure and distributed transaction ledgers. Professionals in this field work with smart contract development, cryptography, consensus algorithms, and platforms such as Ethereum, Hyperledger, and Solana, ensuring security and decentralization for various types of applications.

Career Guides

Technology Career Guide

Planning, skills, interviews, and professional growth in IT, Data Science, DevOps, and Product.

Read full guide →

Design Career Guide

UX/UI, Graphic Design, Product Design. Portfolio, tools, interviews, and growth in the Design field.

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Marketing Career Guide

SEO, Paid Media, Growth, Content Marketing. Certifications, tools, and strategies to grow in Digital Marketing.

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Finance Career Guide

Financial market, investments, corporate finance, certifications, and strategies to grow in the financial field.

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Communication Career Guide

Journalism, PR, Corporate Communication, Content Marketing, and Multimedia Production.

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Administration Career Guide

Business Management, HR, Logistics, Consulting, Project Management, and Entrepreneurship.

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Data Career Guide

Data Science, Data Engineering, BI, Machine Learning, and AI. From training to the job market.

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Product Career Guide

Product Management, Product Ownership, Agile, Scrum, and OKRs. From strategy to execution.

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Tech & Remote Glossary

Stop getting lost in interviews and job descriptions

The job market, especially within tech and global companies, has developed its own dialect. Not understanding these acronyms can make you lose valuable opportunities or poorly negotiate your contract. To end this problem, we created the Definitive Glossary for the Remote Professional.

🏢 Work Models & Routine

Async (Asynchronous Work)
A communication model where responses don't need to be immediate. Instead of back-to-back meetings, the team relies on well-structured documents, threads, and messages. It's the gold standard for global companies spanning multiple time zones.
Sync (Synchronous Work)
The opposite of Async. It requires the team to be online and available at the same time for meetings, live chats, and real-time collaboration.
Daily / Stand-up
A quick daily meeting (usually 15 minutes) common in Agile (Scrum) methodologies. The team answers three questions: What did I do yesterday? What will I do today? Are there any blockers?
All-Hands / Town Hall
A company-wide meeting involving all employees. Usually led by the founders (C-Levels) to present results, new goals, and answer team questions.
1:1 (One-on-One)
A recurring individual meeting between a professional and their direct manager. It is used for career alignment, feedback, and problem-solving, not just for project status updates.

💰 Contracts, Benefits & Compensation

PTO (Paid Time Off)
Instead of strict, categorized leave policies, modern US companies usually offer a flexible pool of days (e.g., 20 days of PTO, or even "Unlimited PTO") that you can use for vacations, sick days, or personal matters, while receiving your regular compensation.
Equity / Stock Options
Company ownership. The startup offers you the right to buy shares at a heavily discounted strike price in the future. If the company grows, goes public, or is acquired, these shares can be highly lucrative.
Vesting (Vesting Schedule)
The rule that controls your Equity. It usually lasts 4 years. You don't get all the shares on day one; you "earn" them gradually as you stay with the company. A "1-year Cliff" means you must stay for at least one year to receive your first batch of shares.
RSUs (Restricted Stock Units)
Unlike Stock Options (where you have the right to buy the stock), RSUs are actual shares the company grants you as a bonus or part of your compensation package, following a strict Vesting schedule.
Independent Contractor (1099 / B2B)
The most common international hiring model for global talent working for US companies. You act as a service provider (business-to-business), receiving the gross salary (often six-figure compensation) without standard local payroll tax deductions at the source.

🤖 Recruitment & Hiring Process

ATS (Applicant Tracking System)
The "robot" that reads your resume. Software like Greenhouse, Ashby, and Workday are used to filter candidates by keywords before a human even looks at the document. (Pro tip: this is why your resume must be clean, semantic, and have the right keywords).
JD (Job Description)
The document that lists the responsibilities, technical requirements, and benefits of the open position.
Cultural Fit
The interview stage that evaluates if your core values, communication style, and worldview align with the company's culture. This is the ultimate test of your Soft Skills.
Onboarding
The integration process. It's the period of your first few weeks at the company, where you get your access credentials, learn about the culture, study the internal documentation, and understand how the product works.

🚀 How to use this to your advantage?

The secret isn't just knowing what these acronyms mean, but using them actively. If during an interview for a premium tech role you ask, "How does your PTO policy and Vesting schedule work?", the recruiter will immediately perceive you as a high-level professional, familiar with the global market standards.

The remote job market requires preparation. And having the right vocabulary is the first big step to securing six-figure proposals and standing out among thousands of applicants.

Expert Tip

The Evolution of Support and Customer Success

The Evolution of Support and Customer Success: Opportunities, Tools, and the New Professional Profile

Discover how customer service evolved from a cost center into the ultimate growth and retention engine for the world's leading tech and SaaS companies.

The Current Landscape: From Cost Center to Revenue Engine

Historically, customer support was viewed by companies merely as a reactive department, focused on troubleshooting technical issues and closing tickets. However, with the consolidation of the SaaS (Software as a Service) business model and the subscription economy, the game has drastically changed.

Today, Customer Experience (CX) and Customer Success (CS) are the pillars of a company's financial sustainability. The logic is simple: in a highly competitive market, the Customer Acquisition Cost (CAC) is incredibly high. Losing a customer (Churn) means bleeding money. The modern support professional is, in reality, a strategist focused on retention, account expansion (Upsell/Cross-sell), and ensuring that the client achieves their desired outcomes using the product.

"Acquiring a new customer is anywhere from five to 25 times more expensive than retaining an existing one." — Harvard Business Review

Customer Support vs. Customer Success: Understanding the Difference

Although both areas walk hand-in-hand, their roles and success metrics in the job market are distinct. Understanding this difference is crucial for anyone looking to enter or advance in this career:

  • Customer Support: Predominantly reactive and transactional. The focus is on the speed and efficiency of issue resolution. Common metrics include First Response Time (FRT), Mean Time to Resolution (MTTR), and Customer Satisfaction Score (CSAT).
  • Customer Success: A proactive and long-term function. The goal is to ensure the customer extracts maximum value from the product. CS professionals analyze the Health Score, conduct Quarterly Business Reviews (QBRs), and directly target Net Retention Revenue (NRR) while combating Churn.

Market Opportunities and Global Remote Work

The global market for B2B Support and CS professionals is hotter than ever. Startups and major international corporations are massively hiring talent worldwide to provide 24/7 coverage across different time zones.

Opportunities range from entry-level roles, such as Customer Support Representative (CSR), to high-level executive positions like Key Account Manager, Implementation Specialist, Customer Success Manager (CSM), and Head of CX. For professionals with native or fluent English, "Global Remote" and "US Remote" positions offer highly competitive six-figure compensation packages, equity, and aggressive benefits.

Tech Stack: The Tools You Must Master

To pass through the rigorous ATS (Applicant Tracking Systems, like Greenhouse or Ashby) used by top-tier tech companies, your resume must showcase familiarity with the platforms that orchestrate the customer journey. The most demanded tools include:

  • Zendesk and Intercom: The global leaders in ticket management, asynchronous chat, and omnichannel support automation.
  • Salesforce and HubSpot: Essential CRMs (Customer Relationship Management) to maintain data history and alignment between Sales and Support teams.
  • Jira and Confluence: Atlassian tools crucial for escalating frontline bugs directly to the Engineering and Product teams.
  • Gainsight and Totango: Enterprise-grade platforms specifically built for Customer Success, used to monitor portfolio health predictively.

The Profile of the Modern CX Professional

The stereotype of the agent reading from a rigid script is a thing of the past. Tech recruiters are looking for a profile that blends emotional intelligence with analytical (data-driven) capabilities. The most valued competencies today are:

  1. Empathy and Resilience: The ability to de-escalate frustrated clients and turn crises into loyalty-building opportunities.
  2. Flawless Asynchronous Communication: Especially in remote work environments, clarity in writing emails, documentation, and chat threads is non-negotiable.
  3. Data Literacy: Knowing how to read dashboards, spot where users are getting stuck in the product, and suggest improvements based on hard data.
  4. Product Vision: Modern support acts as the primary feedback loop between the end-user and the Engineering and UX Design teams.