Mid-Market Customer Success Manager

Posted 15 Days Ago
Be an Early Applicant
San Francisco, CA, USA
In-Office
125K-145K Annually
Mid level
Artificial Intelligence • Legal Tech • Professional Services • Software
The Role
Lead implementation and adoption of Harvey's AI/LLM platform for 40+ mid-market clients. Provide training, drive engagement and advocacy, monitor health and success metrics, create scalable playbooks and documentation, surface customer feedback to product teams, and ensure renewal and expansion readiness.
Summary Generated by Built In
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. With 1500+ customers in 60+ countries, 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 [email protected]

Skills Required

  • Experience managing a high volume of client accounts in legal firms or SaaS organizations.
  • Excellent communication and strategic planning skills with the ability to influence stakeholders.
  • Ability to prioritize competing tasks and demanding customers; results-driven.
  • Team player with empathy, structure, motivation, and a collaborative mindset.
  • Experience using adoption metrics, benchmarks, and analytics to drive customer success and ROI.
  • Experience with Salesforce.
  • Experience with Catalyst.

Harvey Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Harvey and has not been reviewed or approved by Harvey.

  • Healthcare Strength Healthcare coverage is described as comprehensive, spanning medical, dental, vision, mental health support, and fertility benefits. This breadth indicates robust health protections within the total rewards package.
  • Parental & Family Support Paid parental leave is prominently offered with eligibility starting on day one. Family-building support complements leave policies to support different life stages.
  • Equity Value & Accessibility Equity is routinely positioned alongside competitive cash, with communications emphasizing pre-IPO upside. This signals meaningful access to ownership as part of compensation.

Harvey Insights

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The Company
HQ: San Francisco, California
373 Employees
Year Founded: 2022

What We Do

Harvey is a generative AI company backed by Sequoia and OpenAI's startup fund building the future of professional services.

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