Majors Customer Success Manager
At a glance
Manager-level Customer Success role at Harvey. San Francisco · full-time · $180,000–$210,000 OTE.
growthroles summary, based on the employer's posting.
What you'll do
- Turn customer goals and existing workflows into implementation plans with milestones, owners and measures of success
- Help lawyers adopt Harvey in daily work by building internal champions, addressing pushback and arranging focused training
- Guide strategic accounts from deployment through adoption, using usage data and stakeholder input to set priorities and resolve risks
- Build renewal cases around customer results, surface expansion opportunities and work with Sales on renewal discussions
- Coordinate Legal Engineering, Product, Sales and technical specialists, while advising senior stakeholders and sharing customer feedback
What you bring
- You have delivered complex client programs in consulting, technology advisory, transformation or strategic enterprise customer success
- You can turn business objectives into delivery plans and keep multiple workstreams on track through clear ownership and alignment
- You have helped organizations adopt technology and change established working practices
- You can earn executives’ trust, work with end users and assess customer value, renewal factors and retention risk
Who this fits
This role suits someone comfortable combining executive-level advice with hands-on implementation and account ownership. The portfolio spans major customers, and travel can reach up to a quarter of the time. The role is based in San Francisco with a hybrid arrangement.
From 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
As a Majors Customer Success Manager, you’ll lead AI implementation, adoption and change management for Harvey’s largest customers, including leading law firms, Fortune 500 companies and asset managers. You’ll work directly with senior leaders and practicing lawyers to identify where AI can improve their work, turn those opportunities into implementation plans and lead the cross-functional effort to deliver results.
You’ll own the customer relationship end to end as the primary lead for a portfolio of strategic accounts, from initial deployment through ongoing adoption and renewal. This role combines the strategic depth of advisory work with responsibility for account health, measurable customer value and retention. You’ll drive retention by establishing measurable value, understanding customer needs and addressing barriers to continued investment, partnering with Sales throughout the customer lifecycle.
What You’ll Do
Lead implementation and transformation programs. Assess customer goals and current workflows, identify valuable use cases and build plans with clear milestones, owners and success measures. Drive execution across practice groups, business functions and regions, adapting the plan as you learn what works.
Drive change in how lawyers work. Partner with lawyers and customer leadership to embed Harvey into everyday practice. Develop champions, address resistance and coordinate targeted training with Legal Product Specialists. Help customers turn successful individual use cases into repeatable ways of working across teams.
Own your customer portfolio. Set account strategy and use adoption data, stakeholder feedback and business impact to assess progress and direct the next phase of work. Address risks early and lead the response to escalations, keeping customers informed and internal teams accountable for resolution.
Drive retention and support growth. Conduct ongoing discovery to understand customer goals, decision criteria and stakeholder sentiment. Build the case for renewal through demonstrated value, address retention risks early and equip Sales to lead renewal discussions. Identify expansion opportunities grounded in customer needs and business impact.
Lead cross-functional delivery. Bring together Legal Engineering, technical specialists, Product and Sales around a shared customer plan. Clarify responsibilities, manage dependencies and resolve blockers. Coordinate specialist contributions and ensure their work advances the broader account strategy. Translate customer needs and delivery lessons into product feedback and repeatable playbooks.
Advise executives and align stakeholders. Build relationships with senior partners, General Counsel and innovation, technology and operations leaders. Lead discussions about investment and progress, align stakeholders with competing goals and manage difficult conversations when expectations or results shift.
Travel required: up to 25%.
What You Have
Experience in management consulting, technology advisory, transformation delivery or strategic enterprise customer success, with direct responsibility for delivering complex client programs. Experience serving legal, financial services or professional services organizations is valuable.
A track record of turning business goals into executable plans and managing multiple workstreams through delivery, with clear ownership of timelines, stakeholder alignment and results.
Experience helping organizations adopt new technology and change established ways of working. You understand that successful implementation requires both a working solution and people who use it.
The ability to earn credibility with senior executives and work directly with end users, moving comfortably between strategic discussions and hands-on execution.
Strong analytical and commercial judgment, with the ability to assess customer value, uncover renewal considerations and identify retention risks early.
A collaborative approach and the judgment to prioritize across a demanding customer portfolio. You take initiative, work effectively through ambiguity and bring curiosity about AI and its practical applications.
What We Offer
Ownership of AI implementation and transformation programs with some of the world’s leading legal and business organizations.
The opportunity to build lasting customer relationships and see your work translate into measurable improvements over time.
Close collaboration with product and specialist teams, with direct input into how Harvey’s technology and customer delivery approach evolve.
Compensation Range
$180,000-$210,000 OTE with an 80/20 split
Depending on your location, an Applicant Privacy Notice may apply to you. You can find all of our Applicant Privacy Notices [here].
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 accommodations@harvey.ai