Majors Customer Success Manager

Harvey Harvey · AI Frontier · San Francisco, CA · Customer Success

This role is for a Majors Customer Success Manager at Harvey, an AI company focused on legal and professional services. The CSM will guide large customers in adopting and deriving value from Harvey's AI technology, acting as a trusted advisor and influencing the product roadmap. Responsibilities include client relationship management, strategic implementation of AI solutions, customer health monitoring, training end-users, and relaying customer insights to internal teams. The role requires experience in management consulting or strategic customer success in Enterprise SaaS or legal environments, with strong change management and communication skills.

What you'd actually do

  1. Client Relationship Management: Serve as the primary contact for customers with a prescriptive and consultative approach and as a thought partner to deliver a superior customer experience.
  2. Strategic Implementation: Lead the integration of Harvey into daily workflows, ensuring seamless adoption and optimal use of our AI solutions.
  3. Customer Health Monitoring: Proactively and strategically manage overall account health by monitoring key indicators, addressing risks early and driving initiatives that support long-term customer success and retention.
  4. Training & Enablement: Evangelize the power of Harvey as you meet with end users and collaborate with Legal Product Specialists to enable end users to adopt Harvey on a daily-basis as it becomes a “must have” product.
  5. Advocacy and Engagement: Direct stakeholder engagement and facilitate executive engagement, transforming customers into Harvey champions within their organizations.

Skills

Required

  • Background in management consulting or technology advisory at a top tier management consulting firm, or strategic customer success/account management experience in an Enterprise SaaS or legal (big law or in-house or in-house) environment
  • History and comfort conducting change management and wide-scale adoption for large technology projects.
  • Excellent communication and strategic planning skills, and a capability of influencing stakeholders at every level, including at the executive level.
  • Results driven mindset and the ability to ruthlessly prioritize competing tasks and demanding customers seamlessly.
  • A strong commitment to be collaborative and proactive with a team-first mentality.

Nice to have

  • AI technology and innovation

What the JD emphasized

  • largest customers
  • AI solutions
  • Enterprise SaaS
  • legal (big law or in-house or in-house)
  • large technology projects
  • AI technology