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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 Business Intelligence

Business Intelligence (BI) is the area responsible for transforming raw data into strategic information for decision-making. BI professionals build dashboards, reports, and analyses that help companies understand their performance and identify growth opportunities.

Key skills include data modeling (star schema, snowflake), ETL (extraction, transformation, loading), advanced SQL, BI tools (Power BI, Tableau, Looker), data warehousing, KPIs, and business metrics analysis (MRR, churn, cohort). Knowledge of dbt, Airflow, and data pipelines is a differentiator.

BI professionals in technology companies are highly valued, especially those who master data visualization, analytics engineering, and can translate complex data into actionable insights for the business. The field offers opportunities from BI analyst to head of data, with a focus on data-driven decision making.

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 Artificial Intelligence

Artificial Intelligence is currently the fastest-growing field in the technology market. The revolution in generative models (GPT, Claude, Gemini) has created massive demand for AI-specialized professionals.

Key areas of practice include Machine Learning Engineering, MLOps, Prompt Engineering, AI Research, and Applied AI. Python, TensorFlow, PyTorch, and LLM knowledge are essential skills.

AI salaries are the highest in the technology sector, with many remote work opportunities at international companies.

About Branding

Branding is the area responsible for building, managing, and strengthening a brand's identity and market value. Branding professionals create strategies that define how the brand is perceived by the public, from the logo to the complete customer experience.

Key skills include brand strategy, visual identity, brand guidelines, positioning, naming, brand voice, market research, brand equity, and brand management. Knowledge of graphic design (Figma, Illustrator, Photoshop), storytelling, and brand experience is a differentiator.

Branding professionals in technology companies are highly valued, especially those who master employer branding, digital branding, and can build strong, memorable brands in competitive markets. The field offers opportunities from brand designer to head of brand, with a focus on identity, differentiation, and perceived value.

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.

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Design Career Guide

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Finance Career Guide

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Communication Career Guide

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Administration Career Guide

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Product Career Guide

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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

How to Build an Unbeatable Resume in 2026

At Mondywork, our engine analyzes hundreds of the best remote jobs daily. If there's one thing we've learned from observing the backend of elite recruiting platforms like Greenhouse, Ashby, and Workday, it's this: a good resume isn't the prettiest one; it's the most efficient one.

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1. The 7.4-Second Rule (The Skimming Test)

The biggest mistake candidates make is assuming the recruiter will read their resume like a book. The reality is much colder.

A famous study conducted by the career and recruiting firm Ladders, using eye-tracking technology, revealed that recruiters spend an average of only 7.4 seconds scanning a resume before deciding whether the candidate moves forward to the next round.

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  • Focus on the Top Third: The top third of your resume (your professional summary and your most recent experience) is your "premium real estate." Your biggest selling points must live there.

2. Google's XYZ Formula for Experience

Most people describe what they did at work (their responsibilities). Recruiters want to know what you achieved (your results).

Laszlo Bock, former Senior Vice President of People Operations at Google, popularized the ultimate methodology for writing experience bullet points: The XYZ Formula.

The structure is simple and powerful:

"Accomplished [X] as measured by [Y], by doing [Z]."

  • Bad (Task-focused): "Wrote code for the payment platform."
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Pro Tip: Whether you're in Digital Marketing, Design, or Tech, use hard metrics. Talk about conversion percentages, cost reductions, active user growth, or hours saved.

3. Beat the Bots: ATS Optimization

Over 99% of Fortune 500 companies and a vast majority of tech startups use ATS (Applicant Tracking Systems). These are software programs that read and filter resumes before a human ever lays eyes on them.

Austin Belcak, founder of Cultivated Culture and employability expert, analyzed over 125,000 resumes and found that complex formatting is the number one enemy of getting hired.

How to pass the ATS filter:

  • Ditch the Canvas (mostly): Resumes with dual columns, skill progress bars (e.g., "70% in JavaScript"), and graphic icons frequently confuse bots, which extract text in a jumbled mess.
  • Use a Linear Format: A simple Word or Google Docs document, saved as a PDF, with single-column formatting (reading top to bottom) is the safest template in the world.
  • Keyword Mirroring: ATS software runs on keywords. Read the job description on Mondywork and ensure the required hard skills (e.g., React, SEO, Figma, Agile) are explicitly written on your resume.

4. The Professional Summary (Your Elevator Pitch)

The traditional "Objective" statement ("Looking for an opportunity to grow within the company") is dead. Today, what works is the Executive Summary.

Use 3 or 4 lines at the very top of your resume to define who you are, your core specialty, and your biggest career win.

Example: "Mid-level Front-end Developer with 4 years of experience in e-commerce. Specialist in React and performance optimization (Web Vitals), with a proven track record of increasing mobile checkout conversion rates by 20%."

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