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Mid-Market Customer Success Manager

Harvey· Customer Success
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Hybrid (New York)$125k - $145kFull-timePosted 11mo ago

About the role

Customer Success Manager responsible for guiding mid-market clients through adoption and value realization of Harvey’s AI platform, with scalable, repeatable processes and a consultative, trusted-advisor approach.

Responsibilities

  • 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.

Qualifications

  • Experienced professionals from legal firms or SaaS organizations, with direct experience managing a high volume of client cases and/or customers.
  • Excellent communication and strategic planning skills, capable of influencing stakeholders at various levels.
  • Results driven candidates who are able to prioritiz 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.

Skills

Required:Client relationship managementStrategic planning

Benefits

  • Comprehensive health, dental and vision coverage
  • 401k match up to 4%
  • Flexible PTO
Last updated Aug 5, 2026. Interested? Apply on the company site.
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About Harvey

Professional Class AI

Harvey is a platform built to meet the standards of the world’s leading professional service firms.

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