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Head Of Customer Success, Mid-Market - Americas

harvey

San Francisco
Customer Success Account Manager Advertising

Job Score

100 pts
On-site model (+70) Customer Success (+10) Account Manager (+10) Advertising (+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 the Head of Customer Success, Mid-Market - Americas, you will own the strategy, execution, and outcomes of Harvey's mid-market customer success motion across the United States, Canada, and Latin America. You will lead a team of Mid-Market CSMs and CS Leaders, driving value realization for Harvey's largest and most strategic accounts — top law firms and enterprise legal departments — and ensuring they derive maximum, measurable ROI from our AI platform. This is a senior leadership role that reports directly to the VP of Customer Success and requires a builder's mindset: you will define the playbooks, scale the team, and set the standard for what world-class customer success looks like at Harvey across the Americas.

What You'll Do

  • Strategic Leadership: Define and execute the enterprise CS strategy for the Americas, including account segmentation, team structure, success planning, and expansion motions that align to Harvey's revenue and retention goals.

  • Team Building & Development: Recruit, coach, and develop a high-performing team of Mid-Market CSMs and CS Leaders. Foster a culture of accountability, empathy, and excellence. Set clear expectations, run effective operating cadences, and manage performance with rigor.

  • Customer Outcomes & Retention: Own net revenue retention, adoption, and renewal targets for the Americas Mid-Market book of business. Partner with Sales leadership to drive expansion and ensure seamless post-sale handoffs.

  • Operational Excellence: Build and refine scalable CS processes — onboarding frameworks, QBR cadences, health scoring models, escalation workflows, and renewal playbooks — that enable the team to manage a growing portfolio of Mid-Market accounts.

  • Cross-Functional Partnership: Serve as the voice of the Americas enterprise customer to Product, Engineering, Sales, and Marketing. Translate customer feedback into actionable insights that shape the product roadmap and go-to-market strategy.

  • Executive Engagement: Personally engage with C-suite stakeholders at Harvey's larger Mid-Market accounts — General Counsels, Chief Knowledge Officers, Managing Partners — to build lasting executive relationships and drive strategic alignment.

What You Have

  • 10+ years of experience in customer success, account management, or strategic consulting, with at least 5 years managing and scaling CS teams in an enterprise SaaS environment.

  • Proven track record of owning and exceeding NRR, adoption, and expansion targets at scale.

  • Deep experience building and leading teams of 10+ across multiple segments (MM, SMB, ENT) and geographies (US, Canada, LATAM).

  • Strong executive presence and the ability to engage confidently with C-suite legal and business stakeholders.

  • Experience in legal technology, professional services, or selling into law firms and corporate legal departments is strongly preferred.

  • Familiarity with AI/LLM technology and comfort evangelizing emerging technology to skeptical, risk-averse audiences.

  • Analytical rigor — you lead with data, build dashboards, and use metrics (adoption rates, health scores, utilization, ARR growth) to drive decisions.

  • Results-driven with the ability to ruthlessly prioritize competing demands across a large, complex book of business.

  • A builder's mentality — you thrive in fast-paced, ambiguous environments and are energized by creating structure where none exists.

Compensation

$264,800 - $300,000 USD OTE 80/20

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.

About Advertising

The Advertising area is aimed at the planning, creation, and delivery of communication campaigns to promote brands, products, ideas, or services. Professionals in the sector work in advertising agencies or in-house marketing departments in creative fields (art direction, copywriting), strategic planning, account management, and media buying.

Discover Other Areas

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

About Cloud Solutions

The Cloud Solutions area is responsible for designing, implementing, and managing cloud infrastructure and services (AWS, Azure, GCP) for companies. Cloud professionals architect scalable, secure, and cost-optimized solutions, from data center migrations to serverless and multi-cloud architectures.

Key skills include IaC (Terraform, CloudFormation), containers (Docker, Kubernetes), serverless (Lambda, Cloud Functions), managed databases (RDS, DynamoDB, BigQuery), cloud networking (VPC, CDN, load balancer), and security (IAM, WAF, KMS). Knowledge of FinOps, cloud governance, and AWS/Azure/GCP certifications is a differentiator.

Cloud Solutions professionals in technology companies are highly valued, especially those who master multi-cloud architectures, FinOps, and can optimize costs while maintaining performance and security. The field offers opportunities from cloud engineer to cloud solutions architect, head of cloud, and chief cloud architect.

About Finance

The Finance area in technology companies combines traditional financial knowledge with advanced digital tools. FP&A, controlling, and corporate finance professionals are essential for the organization's financial health.

Key skills include financial modeling, metrics analysis (MRR, ARR, LTV, CAC), ERP (SAP, Oracle), and BI tools. Certifications like CFA and CPA-20 are differentiators.

The financial sector offers stable opportunities with competitive salaries, especially in fintechs and large technology companies.

About Web Master

The Web Master is the professional responsible for maintaining, securing, and ensuring the technical performance of websites and web applications. They manage servers, hosting infrastructure, uptime monitoring, and ensure everything runs fast and reliably.

Key skills include server management (Apache, Nginx), hosting (AWS, Google Cloud, Azure), CDN (Cloudflare), SSL, DNS, web security (WAF, firewall), performance (Core Web Vitals, cache, compression), and versioning (Git, CI/CD). Knowledge of Docker, WordPress, cPanel, and monitoring (Sentry, New Relic) is a differentiator.

Web Masters in technology companies are highly valued, especially those who master DevOps, SRE, and can guarantee uptime and performance at scale. The field offers opportunities from junior webmaster to SRE and infrastructure engineer, with a focus on reliability, security, and speed.

About Scrum Master

The Scrum Master is the professional responsible for facilitating the adoption of Scrum and agile practices within development teams. They act as servant leaders, removing impediments, promoting continuous improvement, and ensuring Scrum events and ceremonies happen in the best possible way.

Key skills include event facilitation (sprint planning, daily, review, retrospective), backlog management, team coaching, conflict resolution, and agile metrics (velocity, burndown, cycle time). Knowledge of Jira, Trello, Azure DevOps, and frameworks like Kanban, XP, and SAFe is a differentiator.

Scrum Masters in technology companies are highly valued, especially those who can promote team autonomy, create psychologically safe environments, and lead agile transformations at scale. The field offers opportunities from junior scrum master to agile coach, head of agile, and director of agile transformation.

About Content

The Content and Social Media area is essential for building digital presence and audience engagement. Professionals create content strategies, manage social networks, and develop impactful brand narratives.

Key skills include copywriting, storytelling, community management, metrics analysis, audiovisual production, and knowledge of each platform algorithms.

With the growth of influencer marketing and social commerce, this area continues to generate new career opportunities.

Career Guides

Technology Career Guide

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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

Why the Data Era Has Never Been More Profitable

Discover how BI professionals are shaping the corporate future, driving strategic decision-making, and landing the best global remote jobs in the market.

Reading time: 5 minutes | Category: Data / BI

The Data Market Explosion

A decade ago, oil was considered the world's most valuable resource; today, that title indisputably belongs to data. However, raw data without interpretation is just noise. It is exactly at this turning point that the Business Intelligence (BI) market exploded in demand and financial valuation.

Companies of all sizes, from agile startups to global unicorns, have realized they can no longer base their decisions on guesswork. The BI professional has become the architect of financial and operational predictability. According to Gartner, in its annual reports on the Magic Quadrant for Analytics and BI, adopting business intelligence platforms is no longer a competitive advantage, but a matter of corporate survival.

The Required Profile: Way Beyond the Dashboard

The biggest mistake professionals make when trying to transition into Business Intelligence is believing the job comes down to creating pretty visual panels (Dashboards). Today's market, especially international companies paying six-figure salaries, requires a deep analytical mindset combined with solid technical skills.

Tech Recruiters are configuring their ATS systems (like Greenhouse and Ashby) to filter candidates who master the following verticals:

  • Data Modeling and ETL: The ability to Extract, Transform, and Load data from multiple sources into a Data Warehouse or Data Lake.
  • Query Languages: Advanced proficiency in SQL remains the backbone of any data operation.
  • Advanced Visualization: Tools like Microsoft Power BI (with deep knowledge in DAX), Tableau, and Looker are mandatory requirements.
  • Critical Thinking & Business Acumen: As highlighted by the Harvard Business Review, data professionals must translate technical complexity into clear answers for C-Level executives.

Compensation and the Global Job Route (US Remote)

The Business Intelligence market is perfectly adaptable to the Remote Worldwide model. Because the work essentially deals with cloud infrastructure and logical analysis, geographical barriers have been completely eliminated.

"The ability to analyze massive volumes of data and extract actionable insights is the most valued skill in the new digital economy. The global market is literally buying intelligence."

For global professionals, this represents a golden opportunity. North American and European startups are actively seeking Senior BI talent to work remotely, offering compensation in strong currencies (USD and EUR) through B2B contracts. Base salaries that easily surpass the $80,000 to $120,000+ range (six-figure compensation) are a common reality for Mid-level and Senior analysts who have fluent English and a robust analytical portfolio.

How to Stand Out in the Technical Interview

To break through the technical interview barrier for premium BI positions, candidates must prepare a problem-oriented portfolio. Instead of presenting a generic sales dashboard, showcase a documented case study. Show the data source, how the SQL was structured for cleansing, which predictive or statistical models were applied, and, most importantly, what was the financial impact (ROI) of that analysis.