Majors Customer Success Manager (Asset Management)

Harvey

$180K — $210K *
Enterprise Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Background in management consulting or technology advisory at a top tier management consulting firm.
  • Experience in strategic customer success/account management in an Enterprise SaaS or legal environment.
  • Comfort conducting change management for large technology projects.
  • Excellent communication and strategic planning skills.
  • Ability to influence stakeholders at every level, including executives.
  • Results-driven mindset with effective task prioritization.
  • Commitment to collaboration and a proactive team-first mentality.

Responsibilities

  • Serve as the primary contact for customers, providing a consultative approach to enhance their experience.
  • Lead the integration of Harvey into daily workflows for seamless adoption of AI solutions.
  • Proactively manage account health and address risks to drive customer success and retention.
  • Conduct training sessions to enable end users to effectively utilize Harvey.
  • Facilitate executive engagement and transform customers into advocates of Harvey.
  • Relay customer insights to internal teams to drive product improvements.
  • Travel up to 25% of the time for client engagement purposes.

Benefits

  • Opportunity to work at the forefront of AI technology and innovation.
  • Contribute to the growth of the Customer Success program with best-in-class playbooks.
  • Collaborative work environment fostering growth, learning, and development.
Full Job Description
Role Overview

As a Majors Customer Success Manager, you'll play a critical role in guiding our largest customers through their journey with Harvey and defining the future of work at elite law firms, Fortune 500 companies and premier asset managers. This position is pivotal in ensuring our customers 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, providing expert industry advice and shaping Harvey's product roadmap.

What You'll Do
  • Client Relationship Management: Serve as the primary contact for customers with a prescriptive and consultative approach and as a thought partner to deliver a superior customer experience.
  • Strategic Implementation: Lead the integration of Harvey into daily workflows, ensuring seamless adoption and optimal use of our AI solutions.
  • Customer Health Monitoring: Proactively and strategically manage overall account health by monitoring key indicators, addressing risks early and driving initiatives that support long-term customer success and retention.
  • Training & Enablement: Evangelize the power of Harvey as you meet with end users and collaborate with Legal Product Specialists to enable end users to adopt Harvey on a daily-basis as it becomes a "must have" product.
  • Advocacy and Engagement: Direct stakeholder engagement and facilitate executive engagement, transforming customers into Harvey champions within their organizations.
  • Feedback Loop: Relay customer insights to our internal teams and collaborate with Product to aid in the continuous improvement of our product and services.
  • Travel required: Up to 25% of the time


What You Have
  • Background in management consulting or technology advisory at a top tier management consulting firm, or strategic customer success/account management experience in an Enterprise SaaS or legal (big law or in-house or in-house) environment
  • History and comfort conducting change management and wide-scale adoption for large technology projects.
  • Excellent communication and strategic planning skills, and a capability of influencing stakeholders at every level, including at the executive level.
  • Results driven mindset and the ability to ruthlessly prioritize competing tasks and demanding customers seamlessly.
  • A strong commitment to be collaborative and proactive with a team-first mentality.


What We Offer
  • A chance to be at the forefront of AI technology and innovation, directly impacting how our customers' businesses operate and thrive.
  • An opportunity to contribute to the growth and direction of our rapidly-evolving Customer Success program, building out best-in-class playbooks and processes.
  • A collaborative work environment that promotes growth, learning, and development.

Compensation Range
  • $180,000-$210,000 OTE with an 80/20 split


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