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Head Of Customer Success, Mid-Market - Americas

harvey

New York
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 Information Security

The Information Security area is one of the most strategic and in-demand fields in the technology market. With the rise of cyberattacks, data breaches, and regulations like LGPD and GDPR, companies of all sizes invest heavily in professionals who can protect their digital assets.

Key specializations include Network Security, Cloud Security (AWS, Azure, GCP), Offensive Security (Penetration Testing, Red Team), Defensive Security (SOC, Blue Team), AppSec, and Security Governance. Tools like SIEM (Splunk, QRadar), firewalls, EDR, and Vulnerability Management platforms are essential.

Certifications like CISSP, CEH, OSCP, CompTIA Security+, and AWS Security Specialty are important differentiators. Information security professionals are among the highest-paid in the sector, with growing demand especially in fintechs, healthtechs, and large enterprises.

About Office Suite

Proficiency in Office Suite is an essential skill for professionals across various areas. Microsoft Excel, Word, PowerPoint, and Outlook are fundamental tools in the corporate day-to-day, while Google Workspace and other collaborative solutions are gaining increasing space.

Key skills include advanced Excel (formulas, pivot tables, Power Query, VBA/Macros), Word (formatting, mail merge, styles), PowerPoint (presentation design, animations), Outlook (email and calendar management), and collaborative tools like Google Sheets, Notion, and Airtable.

Professionals with advanced Office Suite proficiency are valued in administrative, financial, data, and operational areas. Microsoft Office Specialist (MOS) certifications are important differentiators. The combination of advanced Excel with data analysis skills is one of the most in-demand competencies in the market.

About People Analyst

The People Analyst is the professional responsible for transforming people data into strategic insights for HR decision-making. They combine data analysis knowledge with people management vision to help organizations understand workforce metrics, turnover, engagement, and diversity.

Key skills include people analytics, workforce analytics, turnover and retention analysis, HR metrics (time-to-hire, cost-per-hire, e-NPS), data visualization (Power BI, Tableau, Visier), workforce planning, and compensation analysis. Knowledge of statistics, SQL, and people analytics tools is a differentiator.

People Analysts in technology companies are highly valued, especially those who can translate complex people data into actionable insights for retention, diversity, and growth strategies. The field offers opportunities from HR analyst to head of people analytics, with a focus on data-driven people management.

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 Sales

The Sales area is responsible for generating revenue and expanding the customer base. B2B and B2C sales professionals are fundamental for sustainable growth of any organization.

Key skills include prospecting, negotiation, CRM (Salesforce, HubSpot), sales enablement, and value consulting. The consultative and data-driven approach is increasingly valued.

Consultative sellers and senior Sales Managers have very high earning potential, with OTE (On-Target Earnings) that can exceed monthly salaries in technology companies.

Career Guides

Technology Career Guide

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

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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.

Read full guide →

Finance Career Guide

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

Read full guide →

Communication Career Guide

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

Read full guide →

Administration Career Guide

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

Read full guide →

Data Career Guide

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

Read full guide →

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

Data-Driven: How Data Defines Company Success or Failure

The Data-Driven Era: How Data Culture Defines Company Success or Failure

Published by Mondywork | Category: Data / Business Intelligence

The End of Corporate Gut Feeling

In the past, major business decisions were made based on intuition, previous experience, or the famous "gut feeling" of directors (what the market refers to as the HiPPO - Highest Paid Person's Opinion). Today, however, in a highly competitive and globalized corporate ecosystem, relying on guesswork is the fastest recipe for bankruptcy.

Digital transformation didn't just connect processes; it generated a massive volume of information. The companies that thrive are those that know how to capture, clean, and transform this raw data into actionable insights.

"Data-driven organizations are 23 times more likely to acquire customers, six times as likely to retain those customers, and 19 times as likely to be profitable as a result."
— McKinsey Global Institute Study

What Does it Mean to Have a Data-Driven Culture?

Being Data-Driven doesn't just mean subscribing to expensive Analytics tools or having a beautiful dashboard on the office wall. It's a fundamental shift in organizational culture, where truth is sought in the numbers before any action is executed.

  • Predictability: Predictive models allow companies to forecast market trends, customer churn, and operational bottlenecks before they happen.
  • Risk Mitigation: Decisions based on statistics drastically reduce the margin of error in investments and new product launches.
  • Personalization at Scale: Behavioral analysis enables marketing to deliver exactly what the user wants, right when they have the highest propensity to buy.

The Impact of Business Intelligence (BI) and Big Data

To extract the true value from information, companies are building robust Business Intelligence (BI) and Big Data departments. ETL (Extract, Transform, Load) processes, Data Lakes architecture, and the mastery of software like Power BI and Tableau have become the backbone of top-tier US startups and unicorns.

The Harvard Business Review has repeatedly highlighted that the professional who can translate complex data into business language is a modern corporation's most valuable asset. It's not enough to have the data; you must know how to tell a story with it (Data Storytelling).

The Job Market: The Hunt for Data Talent

With this paradigm shift, the demand for Data Engineers, BI Analysts, Data Scientists, and Analytics Engineers has skyrocketed. International companies—especially in the US and Europe—are aggressively hiring global professionals for 100% US Remote roles, offering highly competitive six-figure compensation packages.

For these companies, which use rigorous Applicant Tracking Systems (ATS like Ashby, Workday, and Greenhouse), the ideal candidate is one who seamlessly blends technical mastery (SQL, Python, DAX) with a sharp business acumen.


References and Recommended Reading

  • McKinsey & Company: The data-driven enterprise of 2025.
  • Harvard Business Review: How to Build a Data-Driven Culture.
  • Gartner: Top Trends in Data and Analytics.

Master the art of turning data into revenue?

The best US startups and global tech companies are actively looking for analytical professionals like you, offering remote roles with premium compensation. Don't miss out on the top Data, BI, and Machine Learning opportunities in the market.