Mid Market Customer Success Manager
harvey
Job Score
100 ptsWhy 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 Customer Success Manager you’ll play a critical role in guiding our clients through their journey with Harvey, and help define the future of work at both law firms and in-house teams. This position is pivotal in ensuring our clients 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 and workflows. This individual will also have a chance to design and deploy scalable 1:many solutions that will impact how we serve our broad mid-market customer base in a highly efficient manner at scale.
What You'll Do
Strategic Implementation: Lead the integration of Harvey into client workflows, ensuring seamless adoption and optimal use of our AI solutions.
Training & Enablement: Evangelize the power of LLMs as you meet with and enable end users to adopt Harvey on a daily-basis as it becomes a “must have” product.
Client Relationship Management: Serve as the primary contact for 40+ mid-market clients with a prescriptive and consultative approach and delivering a superior customer experience.
Process Creation: Drive scalability in the way we operate through documentation, designing playbooks, self-help materials, email cadences, and automation to ensure we drive efficiency in our long term mid-market strategy.
Success Metrics Management: Utilize adoption rates, benchmarks, and other key metrics to drive strategies ensuring client satisfaction and high ROI.
Advocacy and Engagement: Encourage user and stakeholder engagement, transforming them into Harvey advocates within their organizations.
Customer Health Monitoring: Use analytics and feedback to maintain customer satisfaction, ensuring readiness for renewal and expansion opportunities.
Feedback Loop: Relay client insights back to our internal teams, aiding in the continuous improvement of our product and services.
What You Have
Experienced professionals from legal firms or SaaS organizations, with direct experience managing a high volume of client cases and/or customers.
Individuals with excellent communication and strategic planning skills, capable of influencing stakeholders at various levels.
Results driven candidates who are able to ruthlessly prioritize competing tasks and demanding customers seamlessly.
Team players described as empathetic, committed, structured, motivated, and collaborative with a team-first mentality.
Experience with Salesforce and Catalyst, are preferred, but not required.
Please find the Applicant Privacy for this region here.
#LI-EL1
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
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 IT Governance
IT Governance is the area responsible for ensuring that information technology resources are used strategically, efficiently, and in compliance with standards and regulations. IT governance professionals ensure that technology supports business objectives in a secure and reliable manner.
Key skills include IT service management (ITIL), IT audit and compliance, risk management, business continuity, disaster recovery, metrics and indicators (SLAs, KPIs), and strategic alignment between IT and business. Frameworks like COBIT, ITIL, ISO 27001, and compliance standards are essential.
IT Governance professionals in technology companies are highly valued, especially those who master ITSM, IT audit, and risk management. The field offers opportunities from governance analyst to CIO/CTO, with a focus on efficiency, compliance, security, and business value.
About Engineering
Software Engineering goes beyond traditional development, focusing on scalability, performance, and system architecture. Software engineers are responsible for designing infrastructures that support millions of simultaneous users.
Skills include microservices architecture, DevOps, cloud computing, application security, and performance optimization. Knowledge of containerization (Docker, Kubernetes) and CI/CD is increasingly required.
Senior software engineers are rare and highly compensated professionals, with opportunities at major global tech companies.
About UI Design
The User Interface (UI) Design area focuses on creating and designing all the visual elements that users interact with in a digital product. This includes screens, buttons, icons, typography, color palettes, and responsive layouts, ensuring an aesthetically pleasing, consistent, and easy-to-use interface. Skills in tools like Figma and knowledge of design systems are essential.
About Infrastructure and DevOps
Infrastructure and DevOps are responsible for creating, maintaining, and optimizing IT environments that support applications at scale. This area is fundamental for system reliability and performance.
Key technologies include AWS, GCP, Azure, Docker, Kubernetes, Terraform, Ansible, CI/CD (GitHub Actions, GitLab CI, Jenkins), and monitoring (Datadog, Grafana, Prometheus).
DevOps engineers and SREs are highly sought-after professionals, with salaries among the highest in the technology sector.
About Data
The Data field has undergone a radical transformation with the rise of Generative AI. Data professionals are fundamental for evidence-based decision-making across all industries.
Key specializations include Data Engineering, Data Science, Business Intelligence, Machine Learning Engineering, and Analytics. Tools like SQL, Python, Spark, dbt, and cloud platforms (AWS, GCP, Azure) are essential.
The data market continues with high demand and salaries among the most competitive in the technology sector, with many remote work opportunities.
Comments 0