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.
What We Offer
A chance to be at the forefront of AI technology and innovation, directly impacting how our clients' businesses operate and thrive.
An opportunity to contribute to the growth and direction of our Customer Success program, building out best-in-class playbooks and processes.
A collaborative work environment that promotes growth, learning, and development.
Compensation Range
$125,000 - $145,000 OTE
Depending on your location, an Applicant Privacy Notice may apply to you. You can find all of our Applicant Privacy Notices [here].
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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 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 Business Analysis
The Business Analyst (BA) is the professional responsible for identifying problems, opportunities, and solutions in organizational processes, acting as a bridge between business areas and the technology development team. They gather and specify requirements, map value streams, design future processes, and help ensure that software deliveries align with the company's strategic goals.
About Audiovisual
The Audiovisual area is responsible for producing, editing, and creating video and audio content for various platforms. With the exponential growth of digital content, audiovisual professionals are fundamental for brands that want to communicate visually and impactfully.
Key skills include video production and editing (Premiere Pro, DaVinci Resolve, Final Cut), motion graphics (After Effects), animation (Blender, Cinema 4D), sound design, podcast production, live streaming (OBS Studio), and photography. Knowledge of visual storytelling, rhythm, and art direction is a differentiator.
Audiovisual professionals in technology companies are highly valued, especially those who master motion graphics, social media videos, and content for digital platforms. The field offers opportunities from videomaker to head of audiovisual, with a focus on creativity, technical quality, and storytelling.
About Content Writer
The Content Writer is the professional responsible for creating quality written content for websites, blogs, social media, and other digital platforms. They combine writing skills with content strategy and SEO to attract, engage, and convert audiences.
Key skills include blog content creation, landing pages, newsletters, social media content, keyword research, content strategy, editorial calendar, and SEO writing. Knowledge of WordPress, Surfer SEO, Ahrefs, and analytics tools is a differentiator.
Content Writers in technology companies are highly valued, especially those who can create accessible technical content, evergreen content, and content that generates organic traffic. The field offers opportunities from junior content writer to head of content, with a focus on quality, strategy, and content performance.
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 Customer Service
The Customer Service / Client Relations area is essential for ensuring customer satisfaction, retention, and a good relationship. Professionals in this field are the primary interface for communication, handling inquiries, requests, feedback, and ensuring a high-quality day-to-day experience. Skills in communication, problem-solving, empathy, and patience are indispensable.
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