Enterprise Customer Success Manager (Asset Management)
harvey
New York
Customer Success
Systems Analyst
Account Manager
Public Relations
Job Score
100 pts
On-site model (+70)
Customer Success (+10)
Systems Analyst (+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 an Enterprise Customer Success Manager, you’ll play a critical role in guiding our clients through their journey with Harvey, and help define the future of work at top enterprises and leading Law Firms. This position is pivotal in ensuring our clients 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 and workflows.
What You'll Do
Strategic Implementation: Lead the integration of Harvey into client workflows, ensuring seamless adoption and optimal use of our AI solutions.
Training & Enablement: Evangelize the power of LLMs as you meet with and enable end users to adopt Harvey on a daily-basis as it becomes a “must have” product.
Client Relationship Management: Serve as the primary contact for clients with a prescriptive and consultative approach and serving as a thought partner to deliver a superior customer experience.
Success Metrics Management: Leverage adoption rates, utilization metrics, and other KPIs to drive strategies ensuring client satisfaction and high ROI.
Advocacy and Engagement: Encourage user and stakeholder engagement, transforming them into Harvey advocates within their organizations.
Customer Health Monitoring: Use analytics and feedback to maintain customer satisfaction, ensuring readiness for renewal and expansion opportunities.
Feedback Loop: Relay client insights back to our internal teams, aiding in the continuous improvement of our product and services.
Travel may be required from time to time, including visits to customer office locations and company offices.
What You Have
Experienced background in asset management, banking or financial services or strategic customer success/account management experience, legal (big law) or top tier management consulting firms and direct experience managing large-scale technology projects.
Individuals with excellent communication and strategic planning skills, capable of influencing stakeholders at various levels.
Results driven candidates who are able to ruthlessly prioritize competing tasks and demanding customers seamlessly
Team players described as committed, 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 clients' 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.
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 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 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 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 Public Relations
The Public Relations (PR) area focuses on managing the reputation, image, and communication of an organization with its various stakeholders (such as clients, investors, employees, media, and the community). PR professionals develop corporate communication strategies, manage media relations (press relations), organize institutional events, and work in image crisis prevention and management.
Discover Other Areas
Understand the scope of work, key skills, and tools used in different career areas.
About Product Owner
The Product Owner (PO) is the professional responsible for maximizing the value of the product delivered by the development team. They act as the voice of the customer and stakeholders, managing and prioritizing the product backlog, defining clear user stories, and ensuring the team works on the most valuable items for the business.
Key skills include backlog management, user story writing, prioritization (Mascow, RICE), agile methodologies (Scrum, Kanban), and stakeholder communication. Knowledge of tools like Jira, Trello, Azure DevOps, and Miro is essential.
Product Owners are highly sought-after professionals in the technology market, working collaboratively with Scrum Masters, Product Managers, and engineering teams to drive agility and continuous value delivery.
About QA and Testing
QA and Software Testing are fundamental to ensure the quality and reliability of applications. QA professionals ensure that the delivered product meets requirements and is free of critical defects.
Key skills include manual and automated testing, Selenium, Cypress, Playwright, Postman, JMeter, and CI/CD pipeline knowledge. Performance and security testing are differentiators.
With the adoption of DevOps and continuous deployment, the demand for automation QAs and SDETs continues to grow.
About Information Security
The Information Security area is one of the most strategic and in-demand fields in the technology market. With the rise of cyberattacks, data breaches, and regulations like LGPD and GDPR, companies of all sizes invest heavily in professionals who can protect their digital assets.
Key specializations include Network Security, Cloud Security (AWS, Azure, GCP), Offensive Security (Penetration Testing, Red Team), Defensive Security (SOC, Blue Team), AppSec, and Security Governance. Tools like SIEM (Splunk, QRadar), firewalls, EDR, and Vulnerability Management platforms are essential.
Certifications like CISSP, CEH, OSCP, CompTIA Security+, and AWS Security Specialty are important differentiators. Information security professionals are among the highest-paid in the sector, with growing demand especially in fintechs, healthtechs, and large enterprises.
About Copywriting
The Copywriting area is responsible for creating persuasive, creative, and strategic texts for various communication channels. Copywriting professionals transform ideas into words that engage, convert, and build brand voice.
Key skills include advertising copywriting, script writing for videos and podcasts, persuasive writing, tone of voice, and editorial guidelines. Knowledge of SEO writing, Grammarly, and text productivity tools is a differentiator.
Copywriting professionals in technology companies are highly valued, especially those who master copy for landing pages, email sequences, and funnel content. The field offers opportunities from junior copywriter to head of copy, with a focus on creativity, persuasion, and performance.
About Blockchain
The Blockchain area involves the development and implementation of secure and distributed transaction ledgers. Professionals in this field work with smart contract development, cryptography, consensus algorithms, and platforms such as Ethereum, Hyperledger, and Solana, ensuring security and decentralization for various types of applications.
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