Mid-Market Customer Success Manager

Harvey

$125K — $145K *
Information Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in customer success management or related fields, preferably in legal or SaaS environments.
  • Strong client relationship management skills, capable of overseeing 40+ clients simultaneously.
  • Exceptional communication and strategic planning abilities to influence various stakeholder levels.
  • Proven track record of prioritizing competing tasks while delivering results for demanding clients.
  • Team-oriented and empathetic approach with a commitment to collaboration and shared success.
  • Familiarity with Salesforce and Catalyst is preferred but not mandatory.

Responsibilities

  • Lead the integration of Harvey into client workflows for seamless adoption of AI solutions.
  • Train and enable end users to effectively use Harvey as a core product.
  • Serve as the primary contact for mid-market clients, ensuring a consultative approach to customer relationships.
  • Document processes and create playbooks to enhance operational scalability and efficiency.
  • Utilize key metrics to drive client satisfaction and return on investment strategies.
  • Encourage engagement and advocacy among users and stakeholders within client organizations.
  • Monitor customer health through analytics and feedback to prepare for future opportunities.
  • Convey client insights to internal teams for continuous product and service improvement.

Benefits

  • Opportunity to work at the cutting edge of AI technology and influence client success.
  • Chance to shape and enhance the Customer Success program, establishing best practices.
  • Collaborative work environment focused on personal growth and professional development.
Full Job Description
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

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