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Mid-Market Customer Success Manager

harvey

Híbrido Toronto
Customer Success Account Manager

Job Score

100 pts
Hybrid model (+80) Customer Success (+10) Account Manager (+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 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].

#LI-JL1

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.

Discover Other Areas

Understand the scope of work, key skills, and tools used in different career areas.

About Cloud Solutions

The Cloud Solutions area is responsible for designing, implementing, and managing cloud infrastructure and services (AWS, Azure, GCP) for companies. Cloud professionals architect scalable, secure, and cost-optimized solutions, from data center migrations to serverless and multi-cloud architectures.

Key skills include IaC (Terraform, CloudFormation), containers (Docker, Kubernetes), serverless (Lambda, Cloud Functions), managed databases (RDS, DynamoDB, BigQuery), cloud networking (VPC, CDN, load balancer), and security (IAM, WAF, KMS). Knowledge of FinOps, cloud governance, and AWS/Azure/GCP certifications is a differentiator.

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.

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 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.

Key skills include brand management, market research, competitive analysis, product marketing, trade marketing, pricing, relationship marketing, and channel development. Knowledge of research tools (Nielsen, Kantar, Ipsos), BI, and advanced spreadsheets is a differentiator.

Marketing professionals in technology companies are highly valued, especially those who master product marketing, go-to-market strategy, and data-driven marketing. The field offers opportunities from analyst to CMO, with a focus on growth, brand positioning, and return on investment.

About Traffic Analyst

The Traffic Analyst (paid media/performance specialist) is the professional responsible for creating, managing, and optimizing sponsored ad campaigns on digital platforms such as Google Ads, Meta Ads, LinkedIn Ads, and TikTok Ads. They monitor conversion metrics, analyze return on investment (ROAS), perform A/B testing on ads and landing pages, and manage the marketing budget to maximize lead generation and qualified sales.

About Ecommerce Manager

The Ecommerce Manager is the professional responsible for the entire strategic and operational management of online stores and marketplaces. They lead teams, define pricing, promotion, and catalog strategies, and monitor online sales performance across multiple platforms.

Key skills include catalog management, dynamic pricing, seasonal campaigns (Black Friday, Cyber Monday), marketplace management (Amazon, Mercado Livre, Shopee, Magalu), paid traffic, CRO, and team management. Knowledge of Shopify, VTEX, WooCommerce, Google Ads, Meta Ads, and performance metrics is a differentiator.

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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Marketing Career Guide

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Finance Career Guide

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

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Communication Career Guide

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

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Administration Career Guide

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Data Career Guide

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Product Career Guide

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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

The Audiovisual Revolution in the Digital Age

Discover the skills, cloud tools, and strategic mindsets that tech giants, global agencies, and startups demand from video professionals in 2026.

The audiovisual market has undergone a radical transformation. The era when the best opportunities were restricted solely to traditional film studios or television networks is over. Today, the massive volume of premium hiring—including 100% remote positions and six-figure compensation packages—comes from tech companies, digital product startups, Growth Marketing agencies, and streaming-focused production houses.

To stand out in this new landscape, it is no longer enough to just "know how to cut video." The modern professional must be a visual problem solver, possessing a deep understanding of audience retention, cross-platform formats, and cloud-based workflows.

1. Master Cloud Workflows and Collaboration

If you are looking for a global remote position, the first barrier you will face is infrastructure. International production companies and tech startups no longer ship external hard drives via mail. They require candidates who know how to operate seamlessly within real-time review and collaboration ecosystems.

  • Frame.io: It has become the industry standard (now natively integrated into Adobe). Knowing how to manage real-time feedback and version control using Frame.io is an absolute prerequisite for senior editors.
  • Proxy Workflows: Mastering the creation and editing of proxies in Premiere Pro or DaVinci Resolve is non-negotiable for anyone editing 4K/6K footage remotely on standard internet connections.
"The ability to collaborate asynchronously and manage media in the cloud is no longer a perk, but the backbone of modern post-production teams." — Frame.io Insider

2. Embrace Integrated Artificial Intelligence

The fear of being replaced by AI is common, but corporate reality tells a different story: companies are actively hiring professionals who leverage AI to multiply their productivity. Tech recruiters are looking for talent who can automate tedious tasks and focus on high-level art direction.

  • Generative AI: Tools like Runway Gen-2, Midjourney, and Adobe Firefly are being used to create storyboards, expand backgrounds (Generative Fill), and generate auxiliary assets for Motion Graphics on the fly.
  • Audio and Roto AI: Using tools like Adobe Podcast AI for one-click audio cleanup and DaVinci Resolve's Magic Mask for automatic rotoscoping reduces hours of manual labor to mere minutes. Highlight these efficiency gains on your resume.

3. Your Portfolio is Your Ultimate Currency

In the audiovisual universe, your text-based resume matters far less than your Showreel. However, the most common mistake is creating a Reel filled only with pretty pictures and upbeat music, devoid of context.

According to hiring guidelines from top agencies listed on Motionographer, a top-tier portfolio must feature:

  1. The "Breakdown": Don't just show the final render. Show the layers, the color correction (before/after), or the raw shapes in After Effects. Prove that you are the architect behind the work.
  2. Focus on Results: If a video you edited for a TikTok Ads campaign increased conversion rates by 30%, state that clearly in the project description. Data-driven results secure B2B contracts.
  3. The Right Platforms: Forget Google Drive links. Host your work on Vimeo (for high-quality playback without ads) or Behance (for detailed project case studies). Even better: have your own dedicated website.

4. Soft Skills and B2B Dynamics

Video editors and motion designers often work in silos, but in modern tech companies, they are fully immersed in agile methodologies (Scrum/Kanban). You will need to interact daily with Copywriters, Product Managers, and Growth Analysts.

Knowing how to receive critical feedback without taking it personally, understanding the difference between a "technical revision" and a "strategic revision," and communicating rendering deadlines clearly are the soft skills that guarantee your retention in high-paying remote roles.

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