Enterprise Customer Success Manager (Asset Management)

Highlights

• Guide top enterprises and law firms integrating frontier agentic AI into workflows.
• Train and enable users to make Harvey a daily must-have AI product.
• Act as trusted advisor driving adoption, satisfaction and expansion opportunities.

What they offer

• Equity
• Uncapped commission
• Collaborative environment supporting growth and development

Ideal candidate

A consultative, results-driven relationship builder with asset management or financial services background who thrives guiding enterprise clients through AI transformation and becoming a trusted advisor.

Requirements

• Background in asset management, banking or financial services
• Strategic customer success or account management experience, including legal or consulting
• Direct experience managing large-scale technology projects
• Excellent communication and strategic planning skills with stakeholder influence
• Results-driven prioritization across competing tasks and demanding customers
• Committed, collaborative and proactive team-first mentality