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Program Manager, Customer Engagement & Community

harvey

Híbrido New York
Project Management

Job Score

90 pts
Hybrid model (+80) Project Management (+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. With 1500+ customers in 60+ countries, 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

Harvey is seeking a Program Manager, Customer Engagement & Community to help build and scale programs that turn customers into advocates, deepen loyalty, and strengthen Harvey’s customer community.

This person will design and operate customer-facing programs that elevate customer voices, create meaningful moments of connection, and give our most engaged users new ways to participate in the Harvey ecosystem. The role spans customer marketing, community, advocacy, events, research, and program management.

The right person is a multidisciplinary customer marketer and strong operator: someone who can build trusted customer relationships, manage complex programs, create high-quality experiences, and move fluidly between strategy and execution. One day they may be shaping a new power users program; the next, coordinating a customer roundtable, supporting a third-party research initiative, or building the playbook that allows a program to scale.

This person will also serve as an ambassador for Harvey in the customer community. They should be credible, thoughtful, and comfortable spending time directly with customers — learning from them, making connections, identifying new opportunities for engagement, and representing Harvey with warmth and strong judgment.

This is a high-visibility role for someone who can be both behind the scenes and in the room: building the systems, timelines, and playbooks that make programs scale, while helping customers feel connected to Harvey and excited to participate in the broader movement shaping legal AI.

What You'll Do

Customer Community & Advocacy Programs

  • Help design, launch, and scale customer community programs that create sustained engagement beyond one-off events, including power user initiatives, advocate cohorts, customer councils, user groups, awards, recognition moments, and loyalty programs.

  • Build programming that gives customers meaningful ways to participate, sharing feedback, contributing ideas, joining peer conversations, speaking at events, testing new concepts, and helping shape the future of legal AI.

  • Identify opportunities to elevate customer impact through stories, events, panels, research, internal moments, awards, and external programming.

  • Create repeatable program models, playbooks, calendars, and operating rhythms that allow customer community and advocacy programs to scale.

Customer & Community Engagement

  • Serve as a front-line ambassador for Harvey with customers, power users, champions, speakers, research contributors, executive sponsors, and community members.

  • Build genuine customer relationships, understanding each customer’s goals, interests, product usage, influence, and potential role in the broader Harvey ecosystem.

  • Help map Harvey’s customer ecosystem and identify the right engagement path for each customer based on relationship stage, interests, influence, and potential impact.

  • Partner with Customer Success, Sales, Product, Product Marketing, and Communications to surface customers who should be engaged through stories, events, research, awards, advisory programs, or community initiatives.

  • Represent Harvey in customer-facing settings with strong judgment, warmth, credibility, and attention to detail.

Research, Events & Market Leadership Programs

  • Support the execution of third-party research initiatives with external partners, helping coordinate customer participation, internal stakeholders, timelines, deliverables, and downstream activation.

  • Help recruit and engage customers for research interviews, surveys, validation sessions, roundtables, and working groups.

  • Partner with Product Marketing, Communications, Sales, Customer Success, and external research partners to translate research outputs into customer-facing and market-facing assets.

  • Lead planning and execution for customer-facing community moments, including roundtables, dinners, workshops, webinars, user sessions, executive programs, and other high-value customer experiences.

  • Help curate speakers, themes, agendas, briefing materials, discussion formats, follow-up, and post-program analysis.

Program Operations, Measurement & Scale

  • Build the operational backbone for Customer Engagement programs, including trackers, templates, workflows, timelines, intake processes, briefing docs, status updates, and retrospectives.

  • Act as a connector across Marketing, Customer Success, Sales, Product, Research, Operations, Communications, and executive stakeholders to keep programs aligned and moving.

  • Translate broad ideas into executable plans with clear workstreams, milestones, owners, dependencies, and deliverables.

  • Track program inputs and outputs, including participation, engagement, customer feedback, advocate growth, content activation, pipeline influence, and learnings.

  • Help move the Customer Engagement function from bespoke execution to scalable, repeatable programs without losing the personal touch that makes the work effective.

What You Have

  • 5–8+ years of experience in customer marketing, community, advocacy, lifecycle marketing, events, research programs, program management, customer success, or related roles, ideally at a high-growth SaaS, AI, or technology company.

  • Experience building or scaling customer-facing programs such as user groups, customer communities, advocacy programs, executive programs, ambassador programs, advisory boards, awards, customer events, or research-backed thought leadership initiatives.

  • Strong multidisciplinary customer marketing instincts: you understand how to create programs that drive engagement, loyalty, advocacy, storytelling, thought leadership, and business impact.

  • Experience coordinating with external partners, agencies, research firms, analysts, or other third parties is a strong plus.

  • Excellent program management skills, with the ability to manage multiple complex workstreams simultaneously in a fast-moving environment.

  • Strong customer presence and relationship-building ability; comfortable engaging with senior customers, power users, executives, partners, and internal leaders.

  • High ownership, strong judgment, and a bias toward action. You can operate with ambiguity, make progress without perfect instructions, and know when to escalate or ask for input.

  • Excellent written and verbal communication skills, with the ability to synthesize information clearly and keep stakeholders aligned.

  • Strong attention to detail and a high bar for customer experience.

  • Comfortable balancing strategic program design with hands-on execution.

  • Experience with tools such as Notion, Asana, Airtable, Salesforce, customer community platforms, event platforms, survey tools, or marketing automation tools is a plus.

  • Familiarity with legal, professional services, AI, research programs, or enterprise software is a plus but not required.

Compensation

$159,800 - 239,600 USD

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

#LI-TM1

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

Sobre a área de Gestão de Projetos

A Gestão de Projetos é essencial para garantir que iniciativas estratégicas sejam entregues no prazo, dentro do escopo e com qualidade. Profissionais de PM coordenam equipes, gerenciam riscos e comunicam stakeholders.

As principais metodologias incluem PMBOK, PRINCE2, Scrum e Kanban. Ferramentas como Jira, Asana, Monday e MS Project são amplamente utilizadas no dia a dia.

Certificações como PMP e PgMP são diferenciadores importantes no mercado, com demanda crescente em empresas de tecnologia e consultoria.

Guias de Carreira

Guia de Carreira em Tecnologia

Planejamento, habilidades, entrevistas e crescimento profissional em TI, Ciência de Dados, DevOps e Produto.

Ler guia completo →

Guia de Carreira em Design

UX/UI, Design Gráfico, Design de Produto. Portfólio, ferramentas, entrevistas e crescimento na área de Design.

Ler guia completo →

Guia de Carreira em Marketing

SEO, Mídia Paga, Growth, Marketing de Conteúdo. Certificações, ferramentas e estratégias para crescer no Marketing Digital.

Ler guia completo →

Guia de Carreira em Finanças

Mercado financeiro, investimentos, finanças corporativas, certificações e estratégias para crescer na área financeira.

Ler guia completo →

Guia de Carreira em Comunicacao

Jornalismo, RP, Comunicacao Corporativa, Marketing de Conteudo e Producao Multimidia.

Ler guia completo →

Guia de Carreira em Administracao

Gestao de Empresas, RH, Logistica, Consultoria, Gestao de Projetos e Empreendedorismo.

Ler guia completo →

Guia de Carreira em Dados

Ciencia de Dados, Engenharia de Dados, BI, Machine Learning e IA. Da formacao ao mercado.

Ler guia completo →

Guia de Carreira em Produto

Product Management, Product Ownership, Agile, Scrum e OKRs. Da estrategia a execucao.

Ler guia completo →

Dica do Especialista

Ferramentas de Automação para Profissionais de Finanças em 2026

A Revolução Silenciosa nas Finanças Corporativas

O mercado financeiro e a controladoria sempre foram movidos a dados. No entanto, com a complexidade dos negócios globais em 2026, o volume de informações processadas diariamente tornou impossível a análise puramente manual. Profissionais de finanças que ainda dependem exclusivamente de planilhas estáticas estão perdendo competitividade e precisão.

A adoção de ferramentas de automação deixou de ser um mero diferencial no currículo para se tornar um requisito de sobrevivência profissional, garantindo compliance, reduzindo erros humanos e liberando tempo para análises realmente estratégicas.

"A automação financeira não substitui o analista estratégico, mas substitui o analista que não sabe utilizar a automação a seu favor."

Principais Tecnologias e Softwares para Investir

Se você está planejando investir tempo (estudos) ou recursos financeiros em ferramentas de automação, estas são as tecnologias mais valorizadas atualmente pelos recrutadores e CFOs:

  • RPA (Robotic Process Automation): Softwares como UiPath e Automation Anywhere são líderes absolutos na automação de tarefas repetitivas. Eles são perfeitos para automatizar conciliação bancária, extração de dados de faturas e consolidação de balanços.
  • Linguagens Orientadas a Dados (Python): Aprender Python e dominar bibliotecas como Pandas e NumPy é o próximo passo para modelagem financeira avançada e análise preditiva, superando largamente as limitações de processamento do Excel.
  • Business Intelligence (BI) e IA: O Microsoft Power BI e o Tableau evoluíram com integrações massivas de Inteligência Artificial. Eles permitem a criação de dashboards dinâmicos que se atualizam sozinhos, eliminando a criação manual de relatórios de fechamento mensal.
  • iPaaS (Integration Platform as a Service): Ferramentas como Make (antigo Integromat) e Zapier permitem que diferentes sistemas financeiros (ERPs, CRMs, gateways de pagamento) conversem entre si criando fluxos de dados automáticos, geralmente através de interfaces No-code/Low-code.

Dicas Práticas Antes de Investir em Automação

A empolgação com as novas tecnologias pode levar a gastos desnecessários. Antes de adquirir licenças empresariais caras ou iniciar longos treinamentos, siga estas diretrizes:

  1. Mapeie o Gargalo Primeiro: Não compre uma ferramenta procurando um problema. Identifique qual processo consome mais horas da sua equipe (ex: fechamento contábil, contas a pagar) e busque a solução específica para ele.
  2. Calcule o ROI da Ferramenta: O custo da licença de software e da implementação deve ser significativamente inferior ao custo das horas operacionais salvas.
  3. Avalie a Integração com Sistemas Legados: Verifique se a nova tecnologia possui APIs abertas ou conectores nativos que conversem facilmente com o ERP atual da sua empresa (como SAP, Oracle ou Totvs).
  4. Considere a Curva de Aprendizado: Soluções Low-code costumam ter uma adoção muito mais rápida e orgânica por equipes financeiras que não possuem um forte background em programação estruturada.

Conclusão

O futuro das finanças pertence aos profissionais que sabem construir pontes entre as regras de negócio e a tecnologia. Comece pequeno, automatize uma tarefa rotineira e escale gradativamente as soluções dentro do seu departamento.