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Scaled Customer Success Manager

Harvey· Customer Success
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Hybrid (New York)$115k - $130kFull-timePosted 2mo ago

About the role

Role focused on driving retention, renewals, and expansion for a high-volume book of business, blending consultative engagement with data-driven renewals to maximize net revenue retention and product adoption of Harvey’s AI solutions.

Responsibilities

  • Own renewals and expansions across a named portfolio of accounts, driving net revenue retention and gross retention targets through proactive commercial engagement.
  • Lead scaled customer engagement motions—including QBRs, value reviews, and enablement sessions—to maximize product adoption and demonstrate ongoing ROI.
  • Monitor customer health using data and analytics, identifying churn signals early and executing structured intervention plans to protect and grow revenue.
  • Serve as a trusted advisor to customers with a prescriptive, consultative approach, integrating Harvey into their workflows and championing the power of LLMs.
  • Collaborate cross-functionally with Legal Engineering, Product, and Sales to relay customer insights, influence the product roadmap, and align on shared goals.
  • Build and refine scalable playbooks and processes that elevate the team's approach to customer engagement, renewals, and expansion.

Qualifications

  • 3+ years of experience in Customer Success, Account Management, or a renewals-focused role within Enterprise SaaS, legal technology, or management consulting.
  • Demonstrated track record of managing a high-volume book of business and consistently meeting or exceeding retention and expansion targets.
  • Strong commercial acumen with experience owning renewals conversations and identifying upsell or expansion opportunities within existing accounts.
  • Excellent communication and strategic planning skills, with the ability to engage stakeholders at multiple levels and deliver polished QBRs and value reviews.
  • Data-driven mindset with experience leveraging customer health metrics, adoption data, and CS platforms to inform strategy.
  • Collaborative, proactive disposition with a team-first mentality and comfort operating in a fast-paced, ambiguity-rich environment.

Skills

Required:RenewalsQBRs and value reviewsCustomer health analyticsStrategic account managementCross-functional collaboration

Benefits

  • Comprehensive health, dental and vision coverage
  • retirement benefits (401k match up to 4%)
  • flexible PTO
Last updated Oct 7, 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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