Customer Success, Enterprise
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 an Enterprise Customer Success Manager at Harvey, you will own value realization for customers, helping to define the future of legal work at top enterprises and leading law firms. You’ll act as a trusted expert and guide customers through the process of integrating AI into the daily workflows of lawyers and other professionals. You will not only help customers to identify use cases for Harvey, but also help transform the practice of law. You’ll deeply integrate Harvey into your customers' business processes and workflows, build lasting relationships, and partner with Account Executives to renew and expand Harvey’s strategic partnerships.
What You'll Do
Onboarding: Integrate Harvey into customer workflows, guide administrators with data-backed best practices, ensure optimal use of our AI solutions.
Training & Enablement: Champion the power of Harvey as you meet with end users and position Harvey as essential to strategic legal work.
Relationships: Navigate complex organizations as the primary contact, foster champions, engage executive buyers, and build loyal Harvey advocates.
Success Metrics: Align with customers on adoption rates, measurable value, and positive AI experiences to ensure customer value realization and ROI.
Expansion and Renewal: Collaborate with Account Executives to maintain customer renewal readiness and leverage customer needs to drive expansions.
Product Feedback: Represent customer needs internally and relay insights back to Product and Engineering, continuously improving the Harvey platform
What You Have
Ideal candidates for the Enterprise CSM role at Harvey can demonstrate comfort and experience with the following qualifications:
3-4+ years in customer-owning roles at tech or SaaS platforms
Adapting seamlessly in the face of high-speed change and growth
Strategic planning, revenue-based prioritization
Managing customer-facing projects and timelines
Running in-person meetings w/ executives
Mapping an organization and influencing stakeholders
Driving key customer metrics and outcomes
Owning a revenue, expansion, and renewal target
Demonstrating a strong point of view and proactive self-management
Working cross-functionally with Product and Sales teams
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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 Systems Analyst
The Systems Analyst is the professional responsible for analyzing, designing, and implementing technology solutions that meet business needs. They act as a bridge between business areas and the development team, ensuring that systems deliver real value to the organization.
Key skills include requirements gathering and analysis, process modeling (BPMN), data modeling, technical and functional documentation, system integration (APIs, microservices), and knowledge of ERPs and CRMs. Tools like Jira, Confluence, Visio, and project management platforms are essential.
Systems Analysts in technology companies are highly valued, especially those who master agile requirements analysis (user stories, backlog), system integration, and solution architecture. The field offers opportunities from junior analyst to solution architect, with a focus on efficiency, quality, and technological innovation.
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 Public Relations
The Public Relations (PR) area focuses on managing the reputation, image, and communication of an organization with its various stakeholders (such as clients, investors, employees, media, and the community). PR professionals develop corporate communication strategies, manage media relations (press relations), organize institutional events, and work in image crisis prevention and management.
Discover Other Areas
Understand the scope of work, key skills, and tools used in different career areas.
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 Product Management
Product Management is one of the most strategically relevant areas in technology organizations. The Product Manager is responsible for defining product vision, prioritizing features, and coordinating multidisciplinary teams to deliver value to users.
Essential skills include strategic thinking, data analysis, communication, leadership, and technical knowledge. Tools like Jira, Confluence, Miro, and analytics platforms are fundamental in daily work.
Salaries for PMs range from entry-level to senior positions at major tech companies, with growing opportunities for international remote work.
About Copywriting
The Copywriting area is responsible for creating persuasive, creative, and strategic texts for various communication channels. Copywriting professionals transform ideas into words that engage, convert, and build brand voice.
Key skills include advertising copywriting, script writing for videos and podcasts, persuasive writing, tone of voice, and editorial guidelines. Knowledge of SEO writing, Grammarly, and text productivity tools is a differentiator.
Copywriting professionals in technology companies are highly valued, especially those who master copy for landing pages, email sequences, and funnel content. The field offers opportunities from junior copywriter to head of copy, with a focus on creativity, persuasion, and performance.
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 Digital Marketing
Digital Marketing is a constantly expanding field, driven by e-commerce growth and the need for a strong digital presence. Marketing professionals master tools like Google Ads, Meta Ads, HubSpot, Google Analytics, and automation platforms.
Most sought-after specializations include Growth Marketing, Performance, SEO, Content Marketing, and Growth Hacking. The combination of creativity with data analysis is the most valued differentiator in the market.
The market offers opportunities in both agencies and technology companies, with competitive salaries and remote work possibilities.
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