Role at a glance
- Job function
-
Customer Support & Contact Center Customer Success
- Salary
- Not yet verified Check the description for pay details; an amount or pay period has not been verified.
- Location
- San Francisco, United States
- Work arrangement
- Hybrid
- Employment
- Full-time
- Experience
- 10+ years of experience in customer success, account management, consulting or professional services, including at least 4 years directly managing CSMs or account teams serving large enterprises.
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Role Summary
Harvey is hiring a Customer Success Leader to manage and develop a team of experienced CSMs supporting strategic law firm accounts. The role reports to the Head of Customer Success, Majors, and helps shape how strategic law firm accounts are supported.
What You'll Do
- Lead and develop the CSM team, coaching on account strategy, stakeholder relationships and prioritization while managing performance and...
- Own portfolio outcomes including retention, net revenue retention and adoption across the team's accounts, partnering with Sales on...
- Guide the team in identifying high-impact use cases across practice groups and connecting adoption to improvements in efficiency, work...
- Meet directly with senior firm stakeholders to review progress and address concerns, and coordinate Harvey's response to urgent customer...
- Bring together Sales, Legal Engineering, Product, Engineering and Security to support account plans and resolve competing priorities
- Bring evidence from strategic law firm accounts to Product and go-to-market leadership to help prioritize improvements
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
A customer success or account leadership background of 10+ years with at least 4 years managing CSM or account teams for large enterprises.
Required
- 10+ years of experience in customer success, account management, consulting or professional services, including at least 4 years...
- Track record of delivering retention and expansion outcomes across complex enterprise accounts, including leading renewal and growth...
- Experience building strong teams through coaching, clear expectations and thoughtful performance management
- Ability to earn trust with senior stakeholders, lead difficult customer conversations and influence decisions across functions without...
- Strong analytical judgment, including ability to interpret adoption data, assess account risk and connect customer outcomes to...
- Experience helping organizations adopt new technology and change established ways of working, with an understanding of AI's...
Preferred
- Experience serving law firms and navigating their partnership structures, practice-group needs and technology adoption
Original job description
Content provided by the employer
Original job description
Content provided by the employer
Why Harvey
At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.
This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.
Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you.
At Harvey, the future of professional services is being written today — and we’re just getting started.
Role Overview
Harvey is hiring a Customer Success Leader to manage and develop a team of experienced CSMs supporting our strategic law firm accounts. These partnerships span offices, practice groups and regions, requiring an understanding of how firms operate, make decisions and deliver value to their clients.
You will help the team turn firm priorities into sustained adoption, measurable improvements in legal work and lasting partnerships. Reporting to the Head of Customer Success, Majors, you will also help shape how we support strategic law firm accounts as Harvey evolves.
What You'll Do
Lead and develop the team. Coach CSMs on account strategy, stakeholder relationships and prioritization while managing performance, supporting career development and hiring. Set practical standards for success planning, business reviews and renewal preparation.
Own portfolio outcomes. Be accountable for retention, net revenue retention and adoption across your team’s accounts. Partner with Sales on renewal strategy, forecasting and expansion opportunities, using account data and customer feedback to address risks early.
Drive measurable customer value. Guide the team in identifying high-impact use cases across practice groups, defining success measures and helping lawyers embed Harvey into their work. Ensure account plans connect implementation and adoption to improvements in efficiency, work quality and client service.
Lead executive engagement and customer escalations. Meet directly with senior firm stakeholders, including Partners and knowledge and innovation leaders, to review progress, align on priorities and address concerns. Step in when urgent issues arise, coordinating Harvey’s response and ensuring clear communication, ownership and follow-through.
Align teams around customer priorities. Bring together Sales, Legal Engineering, Product, Engineering and Security to support account plans. Clarify ownership, coordinate resources and work with functional leaders to resolve competing priorities.
Influence product direction. Bring evidence from strategic law firm accounts to Product and go-to-market leadership. Identify recurring adoption barriers, surface unmet needs and help prioritize improvements with broad customer impact.
What You Have
10+ years of experience in customer success, account management, consulting or professional services, including at least 4 years directly managing CSMs or account teams serving large enterprises.
A track record of delivering retention and expansion outcomes across complex enterprise accounts, including leading renewal and growth strategies in partnership with Sales.
Experience building strong teams through coaching, clear expectations and thoughtful performance management.
The ability to earn trust with senior stakeholders, lead difficult customer conversations and influence decisions across functions without direct authority.
Strong analytical judgment, including the ability to interpret adoption data, assess account risk and connect customer outcomes to commercial decisions.
Experience helping organizations adopt new technology and change established ways of working, with an understanding of AI’s opportunities and limitations. Experience serving law firms and navigating their partnership structures, practice-group needs and technology adoption is strongly preferred.
Compensation
$230,000 - $250,000 USD OTE 80/20
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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 committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing [email protected]
About the company
Harvey
Startup
Harvey is an innovative technology company focused on streamlining the recruitment process through cutting-edge artificial intelligence solutions. By leveraging data-driven insights, Harvey enhances the connection between employers and job seekers, making it easier for companies to find the right talent efficiently. With a commitment to improving the hiring experience for both candidates and organizations, Harvey is at the forefront of transforming traditional recruitment methods into a more effective, user-friendly approach.