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Mid Market Customer Success Manager - job 1 of 2

Why Harvey

Harvey is a secure AI platform for professionals in law, tax, and finance that augments productivity and automates complex workflows. Harvey uses algorithms with reasoning-adept LLMs that have been customized and developed by our expert team of lawyers, engineers and research scientists. We’ve found product market fit and are scaling our team very quickly. Some reasons to join Harvey are:

  • Exceptional product market fit: We have partnered with the largest law firms and professional service providers in the world, including Paul Weiss, A&O Shearman, Ashurst, O'Melveny & Myers, PwC, KKR, and many others.

  • Strategic investors: Raised over $200 million from strategic investors including Sequoia, Google Ventures, Kleiner Perkins, and the OpenAI Startup Fund.

  • World-class team: Harvey is hiring the best talent from DeepMind, Google Brain, Stripe, FAIR, Tesla Autopilot, Glean, Superhuman, Figma, and more.

  • Partnerships: Our engineers and researchers work directly with OpenAI to build the future of generative AI and redefine professional services.

  • Performance: $0-30M ARR in the last 18 months.

  • Compensation: Top of market cash and equity compensation.

Role 

As a Mid-Market Customer Success Manager, you’ll play a critical role in guiding our clients through their journey with Harvey, and help define the future of work at both Law Firms and in-house teams. This position is pivotal in ensuring our clients not only adopt but also derive maximum value from our technology. You'll act as a trusted advisor, deeply integrating Harvey into their business processes and workflows. This individual will also have a chance to design and deploy scalable 1:many solutions that will impact how we serve our broad mid-market customer base in a highly efficient manner. 

Responsibilities

  • Strategic Implementation: Lead the integration of Harvey into client workflows, ensuring seamless adoption and optimal use of our AI solutions.

  • Training & Enablement: 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. 

  • Client Relationship Management: Serve as the primary contact for 30+ mid-market clients with a prescriptive and consultative approach and delivering a superior customer experience.

  • Process Creation: 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. 

  • Success Metrics Management: Utilize adoption rates, NPS, and other key metrics to drive strategies ensuring client satisfaction and high ROI.

  • Advocacy and Engagement: Encourage user and stakeholder engagement, transforming them into Harvey advocates within their organizations.

  • Customer Health Monitoring: Use analytics and feedback to maintain customer satisfaction, ensuring readiness for renewal and expansion opportunities.

  • Feedback Loop: Relay client insights back to our internal teams, aiding in the continuous improvement of our product and services.

Qualifications 

  • Experienced professionals from legal firms (mid-market) or SaaS organizations, with direct experience managing a high volume of client cases and/or customers.

  • Individuals with excellent communication and strategic planning skills, capable of influencing stakeholders at various levels.

  • Results driven candidates who are able to ruthlessly prioritize competing tasks and demanding customers seamlessly. 

  • Team players described as empathetic, committed, structured, motivated, and collaborative with a team-first mentality.

  • Experience with Salesforce, Catalyst, Skilljar, and Intercom are preferred, but not required. 

  • Spanish proficiency is required.

What We Offer

  • A chance to be at the forefront of AI technology and innovation, directly impacting how our clients' businesses operate and thrive.

  • An opportunity to contribute to the growth and direction of our Customer Success program, building out best-in-class playbooks and processes. 

  • A collaborative work environment that promotes growth, learning, and development.

Compensation

In consideration of market analysis and relevant factors, the salary range for this position is set between $120,000 and $200,000. However, adjustments outside of this range may be considered for candidates whose qualifications significantly differ from those outlined in the job description. Additionally, this role is eligible to participate in our equity plan and benefits program. Benefits include, but not limited to: Comprehensive health, dental and vision coverage, retirement benefits (401k match up to 4%), and flexible PTO.

Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

We are in the early innings of a generational company. Joining early at a hypergrowth startup has proven to lead to exponential growth in responsibility, access, and ability. Apply here today!

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What You Should Know About Mid Market Customer Success Manager, Harvey

Welcome to Harvey! We’re a cutting-edge AI platform tailored for legal, tax, and finance professionals, and we’re on the lookout for a Mid Market Customer Success Manager to join our vibrant team in New York. Your role is not just about ensuring that our clients find success with our technology; it's about being their trusted advisor as they embark on their journey with us. You’ll have the opportunity to lead the strategic implementation of our innovative solutions, engaging with over 30 mid-market clients on a daily basis and showing them how to leverage our AI capabilities to transform their workflows. Training and enablement will be a big part of your day, as you'll work to create a community of enthusiastic advocates for Harvey within their organizations. In this position, you won’t just react to client needs; you will proactively set the tone for success by driving the adoption of our product, crafting reusable materials, and optimizing processes for scalability. The best part? You're joining a world-class team backed by significant investment and a stellar reputation among heavyweights like PwC and Paul Weiss. With a compensation model that truly reflects the top-tier talent we’re seeking and the chance to influence the future of work in this exciting field, joining Harvey as a Mid Market Customer Success Manager could be one of the best decisions you make for your career. Come help us redefine how AI can elevate professional practices everywhere!

Frequently Asked Questions (FAQs) for Mid Market Customer Success Manager Role at Harvey
What are the main responsibilities of a Mid Market Customer Success Manager at Harvey?

As a Mid Market Customer Success Manager at Harvey, your primary responsibilities include leading the strategic implementation of our AI solutions into client workflows, managing client relationships, and driving user adoption. You'll also focus on creating scalable processes, monitoring customer health, and relaying valuable client insights back to our teams to continuously improve our offerings.

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What qualifications do I need to apply for the Mid Market Customer Success Manager position at Harvey?

To be considered for the Mid Market Customer Success Manager role at Harvey, candidates should have experience in managing high volumes of client cases, particularly within legal firms or SaaS organizations. Excellent communication skills, strategic planning abilities, and experience with tools like Salesforce or Intercom are advantageous. Proficiency in Spanish is required.

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How does Harvey support the professional growth of a Mid Market Customer Success Manager?

Harvey is deeply committed to fostering the professional growth of our employees. As a Mid Market Customer Success Manager, you’ll have access to a collaborative work environment where learning and development are prioritized. You will have the opportunity to contribute to building best practices and playbooks that shape our Customer Success program.

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What is the compensation package for the Mid Market Customer Success Manager at Harvey?

The salary range for the Mid Market Customer Success Manager position at Harvey is between $120,000 and $200,000. This role also includes participation in our equity plan and a comprehensive benefits package which features health, dental, vision coverage, and flexible PTO.

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What is the company culture like for a Mid Market Customer Success Manager at Harvey?

At Harvey, the culture is all about collaboration, innovation, and empowerment. As a Mid Market Customer Success Manager, you'll be part of a world-class team that values a team-first mentality while encouraging individual contributions. The environment is dynamic, reflecting the rapid growth and pace of our technology sector.

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Common Interview Questions for Mid Market Customer Success Manager
Can you describe your experience with client relationship management?

When discussing your client relationship management experience, focus on specific instances where you successfully managed multiple client accounts. Highlight your approach to building strong relationships and ensuring client satisfaction, as well as any metrics that showcase your success in enhancing customer engagement.

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How do you prioritize tasks when handling multiple clients?

To effectively manage multiple clients, emphasize your strategic planning skills. Share your methods for prioritizing tasks, whether it be through utilizing project management tools or setting clear deadlines. Provide examples of how you have balanced competing demands while maintaining high standards of client service.

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What strategies would you implement to increase user adoption of a new technology?

Discuss the importance of training and support in increasing user adoption. Mention techniques such as creating intuitive onboarding materials, user assistance sessions, and stress the role of feedback loops to continuously improve the user experience and ensure that clients feel supported during their transition.

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Can you provide an example of a time you turned a dissatisfied client into a satisfied one?

Share a specific challenge where you had to address a client's dissatisfaction. Explain the steps you took to understand their concerns, the resolution process, and how you rebuilt trust, ultimately leading them to advocate for your service.

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What is your approach to utilizing customer feedback to improve services?

Explain how you gather and analyze customer feedback, and share your methods for integrating insights into service improvement. Provide an example of how you’ve successfully implemented changes that enhanced client satisfaction based on feedback.

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Describe a project you’ve led that had a significant impact on a client’s workflow.

Select a relevant project and detail how you observed a pain point in a client’s workflow, the initial analysis you performed, the implementation of a tailored solution, and the positive outcomes that benefited the client's productivity and satisfaction.

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How do you maintain relationships with stakeholders within client organizations?

Highlight your communication skills and methods for regular engagement with key stakeholders. Discuss how keeping lines of communication open, conducting regular check-ins, and providing value-added insights help solidify these relationships.

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What metrics do you believe are important for measuring customer success?

Discuss the importance of metrics like Net Promoter Score (NPS), user adoption rates, and customer retention rates. Explain how you would leverage data from these metrics to inform strategies that enhance the experience and maximize ROI for clients.

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How do you stay updated with industry trends in customer success?

Talk about the various resources you utilize, such as industry publications, webinars, and thought leadership articles. Mention any networks or forums you engage in that help you stay informed about trends and best practices in customer success.

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What excites you about the role of Mid Market Customer Success Manager at Harvey?

Articulate your passion for technology and its application in transforming professional services. Share what specifically attracts you to Harvey, such as the company’s mission, innovative AI solutions, or its client base, and how you envision contributing to the team’s success.

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Harvey is a trusted generative AI company headquartered in San Francisco, California. We provide a suite of AI products tailored to lawyers and law firms across practice areas and workflows.

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DATE POSTED
December 11, 2024

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