Senior Customer Success Leader - Asset Management

Harvey; United States; Remote; USD 180,000 - 260,000; Full time

Job summary

Harvey is seeking a Customer Success Leader to guide and grow a team of experienced CSMs supporting strategic asset management accounts across the United States. You will drive adoption, retention, and value realization while shaping how Harvey delivers outcomes for large clients.

You will partner with Sales, operate at executive levels with General Counsel and business leaders, and scale processes for renewal, expansion, and measurable improvements in legal work efficiency.

Responsibilities

• Lead and develop the team. Coach CSMs on account strategy, stakeholder relationships and prioritization while managing performance, supporting career development and hiring.
• Own portfolio outcomes. Be accountable for retention, net revenue retention and adoption across your team’s accounts. Partner with Sales on renewal strategy, forecasting and expansion opportunities, using account data and customer feedback to address risks early.
• Drive measurable customer value. Guide the team in identifying high-impact use cases across legal teams and their business partners, defining success measures and embedding Harvey into daily workflows.
• Ensure account plans connect implementation and adoption to improvements in turnaround time, internal capacity and management of legal spend.
• Lead executive engagement and customer escalations. Meet directly with senior customer stakeholders, including General Counsel and legal, compliance and operations leaders, to review progress, align on priorities and address concerns.

Job description

Harvey is seeking a Customer Success Leader to guide and grow a team of experienced CSMs supporting strategic asset management accounts across the United States. You will drive adoption, retention, and value realization while shaping how Harvey delivers outcomes for large clients.

You will partner with Sales, operate at executive levels with General Counsel and business leaders, and scale processes for renewal, expansion, and measurable improvements in legal work efficiency.