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Enterprise Customer Success Manager (Asset Management)

Harvey· Customer Success
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New York$160k - $185k + equityFull-timePosted 2mo ago

About the role

Enterprise Customer Success Manager responsible for guiding clients through adoption and value realization of Harvey’s AI platform in asset management and financial services, acting as trusted advisor and integrating Harvey into client workflows.

Responsibilities

  • 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.

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 and direct experience managing large-scale technology projects.
  • Excellent communication and strategic planning skills, capable of influencing stakeholders at various levels.
  • Results driven with ability to prioritize competing tasks and demanding customers seamlessly.
  • Team players described as committed, collaborative and proactive with a team-first mentality.

Skills

Required:Client relationship managementStrategic implementationTraining and enablement

Benefits

  • Comprehensive health, dental and vision coverage
  • 401k match up to 4%
  • Flexible PTO
  • Equity plan eligible and benefits program
Last updated Aug 5, 2026. Interested? Apply on the company site.
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About Harvey

Professional Class AI

Harvey is a platform built to meet the standards of the world’s leading professional service firms.

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