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Smb Account Executive

harvey

Híbrido San Francisco
Sales Account Manager Scrum Master

Job Score

100 pts
Hybrid model (+80) Sales (+10) Account Manager (+10) Scrum Master (+10)

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 one of Harvey’s founding SMB Account Executives, you'll play a pivotal role in driving growth within the legal and professional services markets. You will be responsible for establishing new business relationships with small law firms and in-house legal teams, deeply understanding their challenges, and delivering AI solutions that transform how they work. By combining a high-velocity sales motion with a consultative, solution-driven approach, you’ll set the foundation for how we win in SMB and create long term impact for our clients. We’re looking for someone who thrives in fast-paced, early-stage environments, is energized by building from scratch, and is passionate about bringing Harvey’s mission to life.

What You'll Do

  • Own your book of business by prioritizing warm leads and a named account list to maintain a high velocity sales motion.

  • Manage the new business lifecycle from prospecting to qualifying, validating Harvey’s solution, and contracting.

  • Achieve and exceed revenue targets and other key sales metrics.

  • Build strong relationships with key decision-makers and stakeholders, understanding their pain points and aligning Harvey's solutions with their needs.

  • Conduct high velocity, tailored client evaluations, including product demonstrations and presentations.

  • Effectively work cross-functionally across the organization to shape Harvey’s solutions to meet SMB customer needs. Collaborate closely with the engineering and product teams to stay updated on the latest AI advancements and tailor solutions to meet client goals.

  • Proactively develop tactics, collateral, and messaging to improve the SMB team’s performance, documenting learnings that can be applied across accounts.

What You Have

  • Proven track record of selling complex software solutions, with the ability to successfully execute on a consultative, solutions-oriented, value-based selling methodology at high velocity.

  • Capable of independently leading a sales cycle from start to finish

  • Ability to independently manage a pipeline, accurately forecast key sales performance metrics, and consistently maintain CRM hygiene

  • Ability to lead a multi-threaded sale with executive stakeholders – especially the ability to convey technical concepts to non-technical audiences.

  • Demonstrated passion for Harvey’s mission and strong understanding of AI and its potential applications in knowledge work. Interest in the legal profession and helping lawyers do their jobs better and more efficiently.

  • Team player who can collaborate effectively across internal functions (product, legal, etc.) to achieve common goals.

  • Energized by contributing to the development of our team, sales processes, and culture, refining the value proposition of our solutions and creating sales resources to drive our success.

Compensation

$180,000 OTE 50/50 Split

Depending on your location, an Applicant Privacy Notice may apply to you. You can find all of our Applicant Privacy Notices [here].

#LI-JL1

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

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About Sales

The Sales area is responsible for generating revenue and expanding the customer base. B2B and B2C sales professionals are fundamental for sustainable growth of any organization.

Key skills include prospecting, negotiation, CRM (Salesforce, HubSpot), sales enablement, and value consulting. The consultative and data-driven approach is increasingly valued.

Consultative sellers and senior Sales Managers have very high earning potential, with OTE (On-Target Earnings) that can exceed monthly salaries in technology companies.

About Account Manager

The Account Manager is the professional responsible for managing and expanding the relationship with clients after the sale. They act as a strategic partner, ensuring satisfaction, retention, and account growth, connecting client needs with company solutions.

Key skills include relationship management, negotiation, upsell and cross-sell, contract renewal, account planning, business reviews, metrics analysis (NPS, churn, LTV), and CRM knowledge (Salesforce, HubSpot). Communication, empathy, and business vision are fundamental differentiators.

Account Managers in technology and SaaS companies are highly valued, especially those who can increase recurring revenue (MRR/ARR) through account expansion and churn prevention. The field offers opportunities from account executive to director of accounts, with a focus on strategic relationship, revenue growth, and customer success.

About Scrum Master

The Scrum Master is the professional responsible for facilitating the adoption of Scrum and agile practices within development teams. They act as servant leaders, removing impediments, promoting continuous improvement, and ensuring Scrum events and ceremonies happen in the best possible way.

Key skills include event facilitation (sprint planning, daily, review, retrospective), backlog management, team coaching, conflict resolution, and agile metrics (velocity, burndown, cycle time). Knowledge of Jira, Trello, Azure DevOps, and frameworks like Kanban, XP, and SAFe is a differentiator.

Scrum Masters in technology companies are highly valued, especially those who can promote team autonomy, create psychologically safe environments, and lead agile transformations at scale. The field offers opportunities from junior scrum master to agile coach, head of agile, and director of agile transformation.

Discover Other Areas

Understand the scope of work, key skills, and tools used in different career areas.

About Systems Analyst

The Systems Analyst is the professional responsible for analyzing, designing, and implementing technology solutions that meet business needs. They act as a bridge between business areas and the development team, ensuring that systems deliver real value to the organization.

Key skills include requirements gathering and analysis, process modeling (BPMN), data modeling, technical and functional documentation, system integration (APIs, microservices), and knowledge of ERPs and CRMs. Tools like Jira, Confluence, Visio, and project management platforms are essential.

Systems Analysts in technology companies are highly valued, especially those who master agile requirements analysis (user stories, backlog), system integration, and solution architecture. The field offers opportunities from junior analyst to solution architect, with a focus on efficiency, quality, and technological innovation.

About Traffic Analyst

The Traffic Analyst (paid media/performance specialist) is the professional responsible for creating, managing, and optimizing sponsored ad campaigns on digital platforms such as Google Ads, Meta Ads, LinkedIn Ads, and TikTok Ads. They monitor conversion metrics, analyze return on investment (ROAS), perform A/B testing on ads and landing pages, and manage the marketing budget to maximize lead generation and qualified sales.

About Design

The Design field, especially UX/UI and Product Design, has experienced significant growth in recent years. With accelerated business digitization, the demand for professionals who can create intuitive and pleasant digital experiences has never been higher.

Key skills include Figma, Sketch, Adobe XD, user research, design thinking, prototyping, and system design. Product designers are increasingly valued for their direct impact on business results.

Remote work has opened doors for Brazilian designers to work for global companies, with competitive salaries in dollars and euros.

About Project Manager

The Project Manager is the professional responsible for planning, executing, and controlling projects end-to-end, ensuring they are delivered on time, within budget, and with the expected quality. With the growing complexity of businesses, project management professionals are fundamental to organizational success.

Key skills include planning and scheduling, scope, cost, risk, quality, and resource management, stakeholder communication, cross-functional team leadership, and use of agile and traditional methodologies. Certifications like PMP, PRINCE2, and Six Sigma are important differentiators.

Project Managers in technology companies are highly valued, especially those who master agile methodologies (Scrum, Kanban), tools like Jira and MS Project, and can deliver complex projects efficiently. The field offers opportunities from project analyst to head of PMO, with a focus on execution, governance, and business value.

About Photography

The Photography area encompasses the capture, editing, and processing of static images for commercial, advertising, editorial, or artistic purposes. Professionals in this field master lighting techniques, visual composition, camera and lens operation, as well as the use of specialized editing and post-processing software such as Adobe Photoshop and Lightroom.

Career Guides

Technology Career Guide

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Design Career Guide

UX/UI, Graphic Design, Product Design. Portfolio, tools, interviews, and growth in the Design field.

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Marketing Career Guide

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Finance Career Guide

Financial market, investments, corporate finance, certifications, and strategies to grow in the financial field.

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Communication Career Guide

Journalism, PR, Corporate Communication, Content Marketing, and Multimedia Production.

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Administration Career Guide

Business Management, HR, Logistics, Consulting, Project Management, and Entrepreneurship.

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Data Career Guide

Data Science, Data Engineering, BI, Machine Learning, and AI. From training to the job market.

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Product Career Guide

Product Management, Product Ownership, Agile, Scrum, and OKRs. From strategy to execution.

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Tech & Remote Glossary

Stop getting lost in interviews and job descriptions

The job market, especially within tech and global companies, has developed its own dialect. Not understanding these acronyms can make you lose valuable opportunities or poorly negotiate your contract. To end this problem, we created the Definitive Glossary for the Remote Professional.

🏢 Work Models & Routine

Async (Asynchronous Work)
A communication model where responses don't need to be immediate. Instead of back-to-back meetings, the team relies on well-structured documents, threads, and messages. It's the gold standard for global companies spanning multiple time zones.
Sync (Synchronous Work)
The opposite of Async. It requires the team to be online and available at the same time for meetings, live chats, and real-time collaboration.
Daily / Stand-up
A quick daily meeting (usually 15 minutes) common in Agile (Scrum) methodologies. The team answers three questions: What did I do yesterday? What will I do today? Are there any blockers?
All-Hands / Town Hall
A company-wide meeting involving all employees. Usually led by the founders (C-Levels) to present results, new goals, and answer team questions.
1:1 (One-on-One)
A recurring individual meeting between a professional and their direct manager. It is used for career alignment, feedback, and problem-solving, not just for project status updates.

💰 Contracts, Benefits & Compensation

PTO (Paid Time Off)
Instead of strict, categorized leave policies, modern US companies usually offer a flexible pool of days (e.g., 20 days of PTO, or even "Unlimited PTO") that you can use for vacations, sick days, or personal matters, while receiving your regular compensation.
Equity / Stock Options
Company ownership. The startup offers you the right to buy shares at a heavily discounted strike price in the future. If the company grows, goes public, or is acquired, these shares can be highly lucrative.
Vesting (Vesting Schedule)
The rule that controls your Equity. It usually lasts 4 years. You don't get all the shares on day one; you "earn" them gradually as you stay with the company. A "1-year Cliff" means you must stay for at least one year to receive your first batch of shares.
RSUs (Restricted Stock Units)
Unlike Stock Options (where you have the right to buy the stock), RSUs are actual shares the company grants you as a bonus or part of your compensation package, following a strict Vesting schedule.
Independent Contractor (1099 / B2B)
The most common international hiring model for global talent working for US companies. You act as a service provider (business-to-business), receiving the gross salary (often six-figure compensation) without standard local payroll tax deductions at the source.

🤖 Recruitment & Hiring Process

ATS (Applicant Tracking System)
The "robot" that reads your resume. Software like Greenhouse, Ashby, and Workday are used to filter candidates by keywords before a human even looks at the document. (Pro tip: this is why your resume must be clean, semantic, and have the right keywords).
JD (Job Description)
The document that lists the responsibilities, technical requirements, and benefits of the open position.
Cultural Fit
The interview stage that evaluates if your core values, communication style, and worldview align with the company's culture. This is the ultimate test of your Soft Skills.
Onboarding
The integration process. It's the period of your first few weeks at the company, where you get your access credentials, learn about the culture, study the internal documentation, and understand how the product works.

🚀 How to use this to your advantage?

The secret isn't just knowing what these acronyms mean, but using them actively. If during an interview for a premium tech role you ask, "How does your PTO policy and Vesting schedule work?", the recruiter will immediately perceive you as a high-level professional, familiar with the global market standards.

The remote job market requires preparation. And having the right vocabulary is the first big step to securing six-figure proposals and standing out among thousands of applicants.

Expert Tip

Why the Data Era Has Never Been More Profitable

Discover how BI professionals are shaping the corporate future, driving strategic decision-making, and landing the best global remote jobs in the market.

Reading time: 5 minutes | Category: Data / BI

The Data Market Explosion

A decade ago, oil was considered the world's most valuable resource; today, that title indisputably belongs to data. However, raw data without interpretation is just noise. It is exactly at this turning point that the Business Intelligence (BI) market exploded in demand and financial valuation.

Companies of all sizes, from agile startups to global unicorns, have realized they can no longer base their decisions on guesswork. The BI professional has become the architect of financial and operational predictability. According to Gartner, in its annual reports on the Magic Quadrant for Analytics and BI, adopting business intelligence platforms is no longer a competitive advantage, but a matter of corporate survival.

The Required Profile: Way Beyond the Dashboard

The biggest mistake professionals make when trying to transition into Business Intelligence is believing the job comes down to creating pretty visual panels (Dashboards). Today's market, especially international companies paying six-figure salaries, requires a deep analytical mindset combined with solid technical skills.

Tech Recruiters are configuring their ATS systems (like Greenhouse and Ashby) to filter candidates who master the following verticals:

  • Data Modeling and ETL: The ability to Extract, Transform, and Load data from multiple sources into a Data Warehouse or Data Lake.
  • Query Languages: Advanced proficiency in SQL remains the backbone of any data operation.
  • Advanced Visualization: Tools like Microsoft Power BI (with deep knowledge in DAX), Tableau, and Looker are mandatory requirements.
  • Critical Thinking & Business Acumen: As highlighted by the Harvard Business Review, data professionals must translate technical complexity into clear answers for C-Level executives.

Compensation and the Global Job Route (US Remote)

The Business Intelligence market is perfectly adaptable to the Remote Worldwide model. Because the work essentially deals with cloud infrastructure and logical analysis, geographical barriers have been completely eliminated.

"The ability to analyze massive volumes of data and extract actionable insights is the most valued skill in the new digital economy. The global market is literally buying intelligence."

For global professionals, this represents a golden opportunity. North American and European startups are actively seeking Senior BI talent to work remotely, offering compensation in strong currencies (USD and EUR) through B2B contracts. Base salaries that easily surpass the $80,000 to $120,000+ range (six-figure compensation) are a common reality for Mid-level and Senior analysts who have fluent English and a robust analytical portfolio.

How to Stand Out in the Technical Interview

To break through the technical interview barrier for premium BI positions, candidates must prepare a problem-oriented portfolio. Instead of presenting a generic sales dashboard, showcase a documented case study. Show the data source, how the SQL was structured for cleansing, which predictive or statistical models were applied, and, most importantly, what was the financial impact (ROI) of that analysis.