Mid-Market Customer Success Manager

Harvey
Dallas
Workplace: HybridFull timeUSD 125,000 - 145,000 annuallyFunction: Customer Success & Account ManagementSkills: ["Communication","Strategic planning","Stakeholder influence","Prioritization","Collaboration"]

Own the customer journey for 40+ mid-market clients by guiding adoption of Harvey and maximizing value from its AI technology. Lead integration into client workflows, enable end users to use LLM-powered features daily, and manage outcomes using adoption and ROI metrics. Create scalable processes (playbooks, automation, email cadences), monitor customer health for renewals/expansion, and feed client insights back to internal teams to improve product and services.

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Harvey
Harvey
1 month ago

Mid-Market Customer Success Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 1 week ago

Job Summary

Own the customer journey for 40+ mid-market clients by guiding adoption of Harvey and maximizing value from its AI technology. Lead integration into client workflows, enable end users to use LLM-powered features daily, and manage outcomes using adoption and ROI metrics. Create scalable processes (playbooks, automation, email cadences), monitor customer health for renewals/expansion, and feed client insights back to internal teams to improve product and services.
Location: Dallas
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Lead integration of Harvey into client workflows to ensure seamless adoption and optimal AI use.
  • •Enable end users by evangelizing LLM capabilities and helping clients adopt Harvey daily.
  • •Serve as primary contact for 40+ mid-market clients, delivering a consultative, prescriptive customer experience.
  • •Build scalable operating processes through documentation, playbooks, self-help materials, email cadences, and automation.
  • •Track success metrics (adoption rates, benchmarks, ROI) and use analytics/feedback to monitor customer health for renewals and expansion; relay insights internally.

Pay and Benefits

Salary: USD 125,000 - 145,000 annually

Key Requirements

  • •Experience from legal firms or SaaS organizations managing a high volume of client cases and/or customers.
  • •Excellent communication and strategic planning skills with the ability to influence stakeholders across levels.
  • •Results-driven approach with strong prioritization for competing tasks and demanding customers.
  • •Team player with empathy, commitment, structure, motivation, and a team-first mindset.
  • •Experience with Salesforce and Catalyst is preferred, but not required.
Experience:LegalSaaS
Skills:CommunicationStrategic planningStakeholder influencePrioritizationCollaboration
Tech Stack:LLMsSalesforceCatalyst

Company Brief

Harvey
Harvey builds domain-specific generative AI for legal and professional services, automating contract analysis, due diligence, compliance, and litigation workflows for law firms and corporate legal teams.
Industry: LegalTech
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series E+
Headquarters: San Francisco, United States
Founded: 2022
Glassdoor
Glassdoor: 4.1
WebsiteLinkedInGlassdoor