harvey
Enterprise Customer Success Manager (Asset Management)
At a Glance
- Location
- New York, United States
- Employment
- FULL_TIME
- Compensation
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- Department
- Harvey
- Posted
- 2026-07-24
Key Requirements
Domain Knowledge
- Banking
- Finance
- Legal
Requirements
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.
Compensation & Benefits
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
].
Responsibilities
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.
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.