Enterprise Customer Success Manager (Asset Management)

Harvey
New York
Workplace: OnsiteFull timeUSD 160,000 - 185,000 annuallyFunction: Customer Success & Account ManagementSkills: ["Communication","Strategic planning","Stakeholder influence","Prioritization","Collaboration"]

Guide enterprise clients and leading law firms through adoption of Harvey, acting as a trusted advisor who embeds the platform into customer workflows. Evangelize and enable end users to use LLM-powered solutions, manage customer relationships, and drive success using adoption/utilization KPIs to ensure high ROI. Monitor customer health for renewal and expansion, relay insights back to internal teams, and travel periodically to support customer engagements.

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Harvey
Harvey
1 month ago

Enterprise Customer Success Manager (Asset Management)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 53 minutes agoStatus: Live

Job Summary

Guide enterprise clients and leading law firms through adoption of Harvey, acting as a trusted advisor who embeds the platform into customer workflows. Evangelize and enable end users to use LLM-powered solutions, manage customer relationships, and drive success using adoption/utilization KPIs to ensure high ROI. Monitor customer health for renewal and expansion, relay insights back to internal teams, and travel periodically to support customer engagements.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Lead integration of Harvey into client workflows to ensure seamless adoption and optimal use of AI solutions.
  • •Train and enable end users by evangelizing the power of LLMs and driving daily product usage.
  • •Own client relationship management as the primary contact, delivering a consultative customer experience.
  • •Manage success metrics using adoption rates, utilization metrics, and KPIs to drive satisfaction and high ROI.
  • •Monitor customer health for renewal and expansion opportunities, and feed client insights back to internal teams.

Pay and Benefits

Salary: USD 160,000 - 185,000 annually
Equity and Bonus:Equity

Key Requirements

  • •Experience in asset management, banking, or financial services, or strategic customer success/account management experience.
  • •Experience in legal (big law) or top-tier management consulting, plus direct experience managing large-scale technology projects.
  • •Excellent communication and strategic planning skills, with the ability to influence stakeholders at various levels.
  • •Demonstrated results orientation with the ability to prioritize competing tasks and work with demanding customers.
  • •Team-first mindset with a collaborative, proactive approach.
Experience:Asset managementBankingFinancial servicesLegalBig lawManagement consultingCustomer success
Skills:CommunicationStrategic planningStakeholder influencePrioritizationCollaboration
Tech Stack:Agentic AIEnterprise-grade platformLLMsAnalyticsKPIs

Company Brief

Harvey
Harvey builds domain-specific generative AI for legal and professional services, automating contract analysis, due diligence, compliance, and litigation workflows for law firms and corporate legal teams.
Industry: LegalTech
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series E+
Headquarters: San Francisco, United States
Founded: 2022
Glassdoor
Glassdoor: 4.1
WebsiteLinkedInGlassdoor