Scaled Customer Success Manager

Harvey

$115K — $130K *
Enterprise Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in Customer Success, Account Management, or renewals in Enterprise SaaS, legal tech, or consulting.
  • Proven success in managing a high-volume portfolio while achieving retention and expansion targets.
  • Strong commercial acumen for leading renewals and upsell opportunities.
  • Excellent strategic planning and communication skills for engaging stakeholders and delivering polished reports.
  • Data-driven with experience using customer health metrics to inform strategies.
  • Collaborative mindset and ability to thrive in a fast-paced, ambiguous environment.

Responsibilities

  • Own renewals and expansions for a named portfolio to drive net revenue retention.
  • Lead customer engagement activities like QBRs and value reviews to enhance product adoption.
  • Use data analytics to monitor customer health and intervene early to prevent churn.
  • Act as a trusted advisor, integrating Harvey's solutions into customer workflows.
  • Collaborate with cross-functional teams to relay customer insights and influence product direction.
  • Develop scalable playbooks for improving engagement, renewals, and expansion efforts.

Benefits

  • Opportunity to shape a growing function in AI and customer value delivery.
  • Collaborative work environment that encourages cross-functional teamwork.
  • Proactive approach to customer success with a data-driven focus.
  • Provides the chance to drive strategic value in a high-volume business setting.
Full Job Description
Role Overview

The Scaled Customer Success Manager joins Harvey's Scaled Customer Success team to drive retention, renewal, and expansion outcomes across a high-volume book of business. The team's mission is to deliver strategic, efficient value at scale-ensuring customers adopt Harvey's AI solutions deeply and renew with confidence. This role owns the full commercial lifecycle for a portfolio of accounts, blending consultative customer engagement with a data-driven renewals motion to maximize net revenue retention. Scaled CSMs partners closely with Sales, Legal Engineering, and Product to translate customer feedback into roadmap influence and expansion opportunity. It is a rare opportunity to shape a growing function at the intersection of AI innovation and customer value delivery.

What You'll Do
  • 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.


What You Have
  • 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.


Compensation

$115,000 - $130,000 USD OTE 80/20

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