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.
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Cloud Solutions professionals in technology companies are highly valued, especially those who master multi-cloud architectures, FinOps, and can optimize costs while maintaining performance and security. The field offers opportunities from cloud engineer to cloud solutions architect, head of cloud, and chief cloud architect.
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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 Marketing
The Marketing area is strategic for the growth and positioning of any company. It encompasses traditional marketing, brand management, market research, trade marketing, product marketing, and market intelligence. Marketing professionals are responsible for planning and executing strategies that connect brands to their target audience.
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Ecommerce Managers in technology companies are highly valued, especially those who master multi-marketplace management, checkout optimization, and mobile commerce strategies. The field offers opportunities from ecommerce manager to head of ecommerce, with a focus on revenue, customer experience, and growth.
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