Enterprise Customer Success Manager (Asset Management)

The role

You will guide clients through their journey with Harvey and help define the future of work at top enterprises and leading Law Firms. You will act as a trusted advisor to integrate Harvey into business processes and workflows.

What you will do

• Lead the integration of Harvey into client workflows.
• Enable end users to adopt Harvey on a daily-basis.
• Serve as the primary contact for clients with a prescriptive and consultative approach.
• Leverage adoption rates, utilization metrics, and other KPIs to drive strategies.
• Encourage user and stakeholder engagement.
• Use analytics and feedback to maintain customer satisfaction.
• Relay client insights back to internal teams.

Required qualifications

• 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.
• Direct experience managing large-scale technology projects.
• Excellent communication and strategic planning skills.
• Capable of influencing stakeholders at various levels.
• Results driven and able to ruthlessly prioritize competing tasks and demanding customers.
• Committed, collaborative and proactive with a team-first mentality.

Benefits

• A chance to be at the forefront of AI technology and innovation.
• An opportunity to contribute to the growth and direction of the Customer Success program.
• A collaborative work environment that promotes growth, learning, and development.

About the company

Harvey is transforming how legal and professional services operate by combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise.