Mid Market Customer Success Manager, Sydney

Harvey Harvey · AI Frontier · Sydney, Australia · Customer Success

This role is for a Customer Success Manager at Harvey, an AI company focused on legal and professional services. The CSM will guide clients in adopting and deriving value from Harvey's AI solutions, acting as a trusted advisor and designing scalable 1:many solutions for mid-market clients. Responsibilities include strategic implementation, training, client relationship management, process creation, success metrics management, advocacy, customer health monitoring, renewal ownership, and relaying client feedback internally. The role requires experience in legal firms or SaaS, strong communication and strategic planning skills, and results-driven prioritization. While the company is AI-focused, the role itself is customer-facing and product-oriented, not directly building AI models.

What you'd actually do

  1. Lead the integration of Harvey into client workflows, ensuring seamless adoption and optimal use of our AI solutions.
  2. Evangelize the power of LLMs as you meet with and enable end users to adopt Harvey on a daily-basis as it becomes a “must have” product.
  3. Serve as the primary contact for 40+ mid-market clients with a prescriptive and consultative approach and delivering a superior customer experience.
  4. Drive scalability in the way we operate through documentation, designing playbooks, self-help materials, email cadences, and automation to ensure we drive efficiency in our long term mid-market strategy.
  5. Utilize adoption rates, benchmarks, and other key metrics to drive strategies ensuring client satisfaction and high ROI.

Skills

Required

  • Experience in legal firms or SaaS organizations
  • Direct experience managing a high volume of client cases and/or customers
  • Excellent communication skills
  • Strategic planning skills
  • Ability to influence stakeholders at various levels
  • Results driven
  • Ability to ruthlessly prioritize competing tasks and demanding customers seamlessly
  • Empathetic
  • Committed
  • Structured
  • Motivated
  • Collaborative
  • Team-first mentality

Nice to have

  • Experience with Salesforce
  • Experience with Catalyst

What the JD emphasized

  • high volume of client cases and/or customers
  • ruthlessly prioritize competing tasks and demanding customers