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Majors Customer Success Manager (Asset Management)

harvey

Híbrido New York
Customer Success Account Manager

Job Score

100 pts
Hybrid model (+80) Customer Success (+10) Account Manager (+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 a Majors Customer Success Manager, you’ll play a critical role in guiding our largest customers through their journey with Harvey and defining the future of work at elite law firms, Fortune 500 companies and premier asset managers. This position is pivotal in ensuring our customers not only adopt but also derive maximum value from our technology. You'll act as a trusted advisor, deeply integrating Harvey into their business processes, providing expert industry advice and shaping Harvey’s product roadmap.

What You'll Do

  • Client Relationship Management: Serve as the primary contact for customers with a prescriptive and consultative approach and as a thought partner to deliver a superior customer experience.

  • Strategic Implementation: Lead the integration of Harvey into daily workflows, ensuring seamless adoption and optimal use of our AI solutions.

  • Customer Health Monitoring: Proactively and strategically manage overall account health by monitoring key indicators, addressing risks early and driving initiatives that support long-term customer success and retention.

  • Training & Enablement: Evangelize the power of Harvey as you meet with end users and collaborate with Legal Product Specialists to enable end users to adopt Harvey on a daily-basis as it becomes a “must have” product.

  • Advocacy and Engagement: Direct stakeholder engagement and facilitate executive engagement, transforming customers into Harvey champions within their organizations.

  • Feedback Loop: Relay customer insights to our internal teams and collaborate with Product to aid in the continuous improvement of our product and services.

  • Travel required: Up to 25% of the time

What You Have

  • Background in asset management, banking or financial services or strategic customer success/account management experience in an Enterprise SaaS or legal (big law or in-house or in-house) environment

  • History and comfort conducting change management and wide-scale adoption for large technology projects.

  • Excellent communication and strategic planning skills, and a capability of influencing stakeholders at every level, including at the executive level.

  • Results driven mindset and the ability to ruthlessly prioritize competing tasks and demanding customers seamlessly.

  • A strong commitment to be collaborative and proactive with a team-first mentality.

What We Offer

  • A chance to be at the forefront of AI technology and innovation, directly impacting how our customers' businesses operate and thrive.

  • An opportunity to contribute to the growth and direction of our rapidly-evolving Customer Success program, building out best-in-class playbooks and processes.

  • A collaborative work environment that promotes growth, learning, and development.

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].

#LI-BS1

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 Customer Success

Customer Success is the area responsible for ensuring clients achieve their goals when using the product or service. It is a strategic function for retention, expansion, and customer satisfaction.

Key skills include account management, churn analysis, NPS, onboarding, upsell, and cross-sell. Knowledge of CS tools like Gainsight, Totango, and ChurnZero is a differentiator.

CS is becoming increasingly strategic in SaaS companies, with professionals directly contributing to recurring revenue growth (MRR/ARR).

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.

Discover Other Areas

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

About Web Designer

The Web Designer is the professional responsible for creating visual interfaces for websites, web applications, and landing pages, combining aesthetics, usability, and user experience. They transform business needs into functional and responsive layouts that communicate brand identity.

Key skills include UI design, responsive design, prototyping (Figma, Sketch, Adobe XD), wireframing, design systems, accessibility (WCAG), information architecture, and basic HTML/CSS knowledge. Knowledge of UX design, motion design, and front-end is a differentiator.

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Digital Marketing is a constantly expanding field, driven by e-commerce growth and the need for a strong digital presence. Marketing professionals master tools like Google Ads, Meta Ads, HubSpot, Google Analytics, and automation platforms.

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Software Development is one of the most dynamic and constantly evolving fields in the job market. Professionals in this area are responsible for creating, maintaining, and optimizing web, mobile, and desktop applications that impact millions of users daily.

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Salaries range from entry-level to senior positions, with growing opportunities for remote work and international freelancing.

About Talent Acquisition

Talent Acquisition is the strategic area responsible for attracting, selecting, and hiring the best professionals for the organization. Unlike traditional recruitment, TA acts as a strategic business partner, aligning talent acquisition with the company's long-term objectives.

Key skills include advanced sourcing, employer branding, labor market analysis, talent pipeline management, and candidate experience. Tools like LinkedIn Recruiter, ATS (Greenhouse, Lever, Ashby), and assessment platforms are essential.

TA professionals in technology companies are highly valued, especially those who master tech sourcing, workforce planning, and recruitment metrics like time-to-hire and cost-per-hire.

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The People Analyst is the professional responsible for transforming people data into strategic insights for HR decision-making. They combine data analysis knowledge with people management vision to help organizations understand workforce metrics, turnover, engagement, and diversity.

Key skills include people analytics, workforce analytics, turnover and retention analysis, HR metrics (time-to-hire, cost-per-hire, e-NPS), data visualization (Power BI, Tableau, Visier), workforce planning, and compensation analysis. Knowledge of statistics, SQL, and people analytics tools is a differentiator.

People Analysts in technology companies are highly valued, especially those who can translate complex people data into actionable insights for retention, diversity, and growth strategies. The field offers opportunities from HR analyst to head of people analytics, with a focus on data-driven people management.

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Marketing Career Guide

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Finance Career Guide

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Communication Career Guide

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Administration Career Guide

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Product Career Guide

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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.
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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.

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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.

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Expert Tip

Generative Design and AI as a Co-pilot

If the last decade in digital design was defined by mobile standardization and UX/UI becoming the core of product development, 2026 marks the dawn of a new era. We are no longer designing just for flat glass screens; we are building intelligent ecosystems, three-dimensional environments, and autonomous algorithms.

For designers looking to stand out and secure the best six-figure remote opportunities in the US tech market, understanding where the industry is heading is no longer a "nice-to-have" differential—it's a matter of professional survival. Below, we break down the four major trends that will dictate hiring and compensation in the 2026 design landscape.

1. Generative Design and AI as a Co-pilot (Not a Replacement)

The fear of Artificial Intelligence replacing designers is officially in the past. In 2026, generative AI is deeply and natively integrated into industry-standard tools like Figma, Adobe, and Framer. The most valued skill by top-tier tech companies is no longer speed in aligning components, but rather algorithmic art direction and prompt design.

  • UI Automation: Wireframing, component variations, and complex design systems can now be generated with a few text prompts.
  • The Designer's New Role: Professionals are shifting from operational executors to curators and strategists, ensuring that AI-generated outputs align with user psychology and core business objectives.

2. Spatial Design and Spatial Computing

With the maturation of mixed reality devices (such as the Apple Vision Pro and Meta's advanced lineups), Spatial Design has evolved from an experimental niche to a mandatory department in Big Tech and forward-thinking startups.

Designing for spatial computing requires a complete paradigm shift: designers must understand Z-axis depth, visual ergonomics, spatial audio, and interactions based on eye-tracking and hand gestures. Roles like AR/VR Product Designer and 3D Interaction Designer are seeing an exponential jump in job listings, often paired with premium compensation packages.

3. Conversation Design and Invisible Interfaces (Zero-UI)

Driven by the omnipresence of Large Language Models (LLMs), the way users interact with systems has fundamentally changed. In 2026, many of the best interfaces don't rely on buttons or hamburger menus; they are conversational. UX Writing and Conversation Design have taken center stage.

  • The Challenge: How do you design the "personality" and flow of a virtual assistant so it feels natural, empathetic, and on-brand, rather than like a rigid robot?
  • The Opportunity: Designers who know how to map complex decision trees, create logical flows for voice and text, and train the empathy of AI models are being heavily scouted by top US startups.

4. Digital Sustainability and Eco-Design

The ESG (Environmental, Social, and Governance) agenda has finally reached the product design tables. The internet consumes a massive amount of energy, and in 2026, tech companies are being strictly held accountable for their digital carbon footprint.

Enter the demand for Digital Eco-Design. This involves creating lighter interfaces, optimizing user flows to reduce screen time (saving battery life and server processing power), and adopting color palettes and assets (like SVGs instead of heavy raster images) that require less energy to render. Being a sustainable designer has become a powerful B2B selling point for agencies and freelancers alike.

Conclusion: The Evolution of Talent

The 2026 design market is highly rewarding for those who embrace complexity. The barrier to entry for making "pretty screens" has dropped significantly, but the demand for professionals who can solve intricate business problems through empathy, strategy, and the mastery of new technologies has never been higher.

If you want to stay ahead of the curve and get direct access to the remote jobs that are actively looking for these specific skills, make sure to follow Mondywork's daily curation. The future of design is hybrid, remote, and full of opportunities.