Majors Customer Success Manager

Harvey Harvey · AI Frontier · Dallas, TX · Customer Success

This role is for a Majors Customer Success Manager at Harvey, an AI company transforming legal and professional services. The CSM will guide large customers in adopting and deriving value from Harvey's AI solutions, acting as a trusted advisor, integrating the technology into business processes, and influencing the product roadmap. Responsibilities include client relationship management, strategic implementation, customer health monitoring, training, advocacy, and relaying customer insights. The role requires experience in management consulting or strategic customer success in Enterprise SaaS or legal environments, with a focus on change management and adoption for large technology projects.

What you'd actually do

  1. 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. Lead the integration of Harvey into daily workflows, ensuring seamless adoption and optimal use of our AI solutions.
  3. 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. 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. 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

  • Travel required: Up to 25% of the time

What the JD emphasized

  • AI solutions
  • AI technology