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
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 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 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 Product Owner
The Product Owner (PO) is the professional responsible for maximizing the value of the product delivered by the development team. They act as the voice of the customer and stakeholders, managing and prioritizing the product backlog, defining clear user stories, and ensuring the team works on the most valuable items for the business.
Key skills include backlog management, user story writing, prioritization (Mascow, RICE), agile methodologies (Scrum, Kanban), and stakeholder communication. Knowledge of tools like Jira, Trello, Azure DevOps, and Miro is essential.
Product Owners are highly sought-after professionals in the technology market, working collaboratively with Scrum Masters, Product Managers, and engineering teams to drive agility and continuous value delivery.
About Web Designer
The Web Designer is the professional responsible for creating visual interfaces for websites, web applications, and landing pages, combining aesthetics, usability, and user experience. They transform business needs into functional and responsive layouts that communicate brand identity.
Key skills include UI design, responsive design, prototyping (Figma, Sketch, Adobe XD), wireframing, design systems, accessibility (WCAG), information architecture, and basic HTML/CSS knowledge. Knowledge of UX design, motion design, and front-end is a differentiator.
Web Designers in technology companies are highly valued, especially those who master design systems, design tokens, and can create interfaces that convert and engage. The field offers opportunities from junior web designer to product designer and design lead.
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.
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.
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