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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client engagement and integration of AI solutions, with a focus on driving adoption and satisfaction through strategic planning and effective communication. Proficient in managing client relationships and utilizing analytics to enhance product offerings and client outcomes.
Highest-signal resume keywords
Client Relationship ManagementStrategic PlanningStakeholder EngagementSalesforce ExperienceSaaS Industry Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Excellent CommunicationEmpatheticCollaborativeMotivatedStructured
Tools & Technologies
SalesforceCatalyst
Industry Keywords
Legal FirmsSaaS OrganizationsClient CasesUser AdoptionCustomer Health
About the role
Key responsibilities & impact- Guide clients through their journey with Harvey
- Lead integration of Harvey into client workflows for seamless adoption and optimal use of AI solutions
- Evangelize LLMs and enable end users to adopt Harvey daily
- Serve as primary contact for 40+ mid-market clients using a prescriptive and consultative approach
- Create documentation, playbooks, self-help materials, email cadences, and automation
- Use adoption rates, benchmarks, analytics, and feedback to drive client satisfaction and ROI
- Encourage user and stakeholder engagement and develop Harvey advocates
- Monitor customer health and readiness for renewal and expansion
- Relay client insights to internal teams to improve products and services
Requirements
What you’ll need- Experience in legal firms or SaaS organizations
- Direct experience managing a high volume of client cases and/or customers
- Excellent communication and strategic planning skills
- Ability to influence stakeholders at various levels
- Ability to ruthlessly prioritize competing tasks and demanding customers
- Empathetic, committed, structured, motivated, and collaborative team-first mentality
- Experience with Salesforce and Catalyst preferred, but not required
- Legally authorized to work in the country where the role is located
- Able to work from the Dallas office 3 days per week, or willing to relocate
Benefits
Comp & perks- Equity plan
- Comprehensive health, dental and vision coverage
- Retirement benefits with 401(k) match up to 4%
- Flexible PTO
- Collaborative work environment promoting growth, learning, and development
- Opportunity to contribute to Customer Success program growth and build playbooks and processes