Mid-Market Customer Success Manager
HarveyVisit Harvey website
Harvey is an AI platform for legal and professional-services organizations.
Series F+Recently funded
Distributed
About Harvey
Harvey provides agents and collaborative tools for legal work, including legal research, document analysis, secure workspaces, contract intelligence, and organization-level analytics.
Skills
Candidate Availability
About the Role
You will guide mid-market clients through their journey with Harvey, integrating the product into their workflows and ensuring they get maximum value. You will serve as the trusted advisor and primary contact for 40+ clients, train and enable users, monitor customer health, and design scalable 1:many playbooks and automations.
Requirements
- Experience from legal firms or SaaS organizations managing a high volume of clients
- Excellent communication and strategic planning skills
- Ability to prioritize competing tasks and demanding customers
- Experience with Salesforce and Catalyst preferred
Responsibilities
- Lead integration of Harvey into client workflows
- Train and enable end users to adopt Harvey daily
- Serve as primary contact for 40+ mid-market clients
- Design playbooks, self-help materials, email cadences and automation
- Use adoption rates and metrics to drive client satisfaction and ROI
- Turn users and stakeholders into advocates
- Monitor customer health to prepare for renewal and expansion
- Relay client insights to internal teams