Product Owner, Lead to Cash

Harvey; New York (NY); Hybrid; USD 180,000 - 230,000; Full time

Job summary

An innovative company is seeking a Lead-to-Cash Product Manager to drive operational excellence and revenue optimization. In this pivotal role, you'll define and enhance processes from lead capture to invoicing, collaborating with various departments to ensure seamless automation and scalability. With a focus on continuous improvement, you'll leverage your expertise in Salesforce and CPQ systems to streamline workflows and establish data governance standards. Join a rapidly growing team that values creativity and strategic thinking, and be part of a transformative journey in the legal and professional services sector.

Qualifications

• 5+ years in Lead-to-Cash processes in global companies.
• Expertise in Salesforce CRM and revenue workflows.

Responsibilities

• Define and optimize Lead-to-Cash processes across departments.
• Implement and streamline billing systems and workflows.

Skills

Lead-to-Cash processes

Salesforce CRM

CPQ

billing workflows

data governance

analytical skills

problem-solving

communication skills

Tools

Salesforce CPQ

NetSuite

Zuora

Stripe

Job description

Join to apply for the Product Owner, Lead to Cash role at Harvey.

Why Harvey

Harvey is a secure AI platform for legal and professional services that enhances productivity and automates complex workflows. It utilizes algorithms with reasoning-adept LLMs, customized and developed by a team of lawyers, engineers, and research scientists. Harvey has achieved strong product-market fit and is rapidly scaling. Reasons to join include:

• Exceptional product-market fit with partnerships with top law firms and professional service providers.
• Raised over $500 million from strategic investors like Sequoia, Google Ventures, Kleiner Perkins, and OpenAI.
• Hiring top talent from leading tech and AI organizations.
• Collaborations with OpenAI to advance generative AI in professional services.
• Significant growth, with 4x ARR in 2024.
• Competitive compensation.

Role Overview

As Lead-to-Cash Product Manager, you will develop the operational backbone supporting rapid growth, designing and optimizing revenue-driving systems from lead capture to invoicing. You will collaborate across departments to ensure seamless, automated, and scalable processes, defining strategy from the ground up.

This role is open to candidates in New York City or remote in the Eastern Time Zone (EST).

What You’ll Do

• Define, build, and own the Lead-to-Cash processes, aligning with various departments.
• Develop scalable product hierarchies and customer data models for quoting, order management, and billing.
• Streamline workflows related to deals, contracts, and revenue recognition.
• Implement and optimize CPQ, CRM, and billing systems, ensuring data flow between platforms.
• Act as the business owner for L2C systems, aligning with GTM, pricing, and customer experience.
• Automate and standardize pricing, discounts, approvals, and order fulfillment.
• Establish data governance standards for reporting accuracy and tech debt reduction.
• Create a roadmap for continuous process improvement, balancing scalability and flexibility.
• Monitor workflow performance, identifying efficiency and automation opportunities.
• Ensure L2C capabilities evolve with the business, supporting rapid iteration.

What You Have

• 5+ years in building Lead-to-Cash, Quote-to-Cash, or Order-to-Cash processes in global companies.
• Expertise in Salesforce CRM, CPQ, billing, and revenue workflows.
• Experience with Product Hierarchy, Customer Master Data Management, and Order Management Systems.
• Ability to work cross-functionally with Sales Ops, Finance, Engineering, and RevOps.
• Strong analytical and problem-solving skills for complex process mapping and automation.
• Experience leading process transformation in high-growth environments.
• Knowledge of data governance, reporting, and compliance standards (e.g., SOX, ASC 606, GDPR).
• Excellent communication skills translating business needs to technical requirements.

Bonus Points

• Experience with CPQ, billing, or ERP integrations (e.g., Salesforce CPQ, NetSuite, Zuora, Stripe).
• Background in subscription billing, pricing optimization, or revenue operations.
• Salesforce certifications (e.g., Advanced Admin, CPQ Specialist, Revenue Cloud).
• Experience in a high-growth SaaS startup with evolving GTM strategies.

Compensation Range

$180,000 - $230,000 USD (based on location, experience, and market conditions).

Harvey is an equal opportunity employer and committed to diversity and inclusion. Apply today to join an early-stage, hypergrowth company poised for exponential growth.