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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Customer Success and Account Management within Enterprise SaaS, focusing on renewals and expansions. Utilizes data-driven insights to enhance customer engagement and retention strategies while effectively collaborating with cross-functional teams.
Highest-signal resume keywords
Customer Success ManagementRenewal Strategy DevelopmentData-Driven Decision MakingStakeholder EngagementEnterprise SaaS Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Health MetricsRetention Target AchievementUpsell IdentificationStrategic PlanningConsultative Selling
Soft Skills
Excellent CommunicationCollaborative DispositionProactive MindsetTeam-First Mentality
Tools & Technologies
CS PlatformsData Analytics Tools
Industry Keywords
Enterprise SaaSLegal TechnologyManagement ConsultingCustomer EngagementQBRs
About the role
Key responsibilities & impact- Own renewals and expansions across a named portfolio of accounts, driving net revenue retention and gross retention targets
- Lead scaled customer engagement motions, including QBRs, value reviews, and enablement sessions
- Monitor customer health using data and analytics, identify churn signals, and execute intervention plans
- Serve as a trusted advisor using a prescriptive, consultative approach
- Integrate Harvey into customer workflows and champion the power of LLMs
- Collaborate with Legal Engineering, Product, and Sales to relay customer insights and influence the product roadmap
- Build and refine scalable playbooks and processes for customer engagement, renewals, and expansion
Requirements
What you’ll need- 3+ years of experience in Customer Success, Account Management, or a renewals-focused role within Enterprise SaaS, legal technology, or management consulting
- Demonstrated track record of managing a high-volume book of business and consistently meeting or exceeding retention and expansion targets
- Strong commercial acumen with experience owning renewal conversations and identifying upsell or expansion opportunities within existing accounts
- Excellent communication and strategic planning skills
- Ability to engage stakeholders at multiple levels and deliver polished QBRs and value reviews
- Data-driven mindset with experience leveraging customer health metrics, adoption data, and CS platforms to inform strategy
- Collaborative, proactive disposition with a team-first mentality
- Comfort operating in a fast-paced, ambiguity-rich environment
Benefits
Comp & perks- Equity plan
- Comprehensive health coverage
- Comprehensive dental coverage
- Comprehensive vision coverage
- Retirement benefits
- 401(k) match up to 4%
- Flexible PTO
