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Scaled Customer Success Manager

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.

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Skills

Candidate Availability

About the Role

You will own the full commercial lifecycle for a portfolio of accounts, driving renewals, expansion and net revenue retention. You will lead QBRs, value reviews and enablement sessions, monitor customer health, advise customers, and work with Sales, Legal Engineering and Product to relay insights and build scalable playbooks.

Requirements

  • 3+ years in Customer Success, Account Management or renewals-focused role in Enterprise SaaS, legal technology or management consulting
  • Track record managing a high-volume book of business and meeting retention and expansion targets
  • Strong commercial acumen owning renewals and identifying upsell opportunities
  • Excellent communication and strategic planning skills
  • Data-driven mindset with experience using customer health metrics and CS platforms

Responsibilities

  • Own renewals and expansions across a named portfolio of accounts
  • Lead scaled engagement motions including QBRs, value reviews and enablement sessions
  • Monitor customer health with data and analytics and execute intervention plans against churn
  • Act as a trusted consultative advisor to customers
  • Collaborate cross-functionally to relay customer insights and influence the product roadmap
  • Build and refine scalable playbooks and processes

Benefits

  • Equity