Strategic Customer Success Lead — Asset Management

Speedrun Talent Network

New York (NY)

On-site

USD 230,000 - 250,000

Full time

3 days ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Harvey is hiring a Customer Success Leader to manage and grow a team of experienced CSMs supporting strategic asset management accounts across legal and business units. This role reports to the Head of Customer Success, Majors, and focuses on driving adoption, measurable improvements in legal workflows, and lasting partnerships.

Responsibilities include leading the team, owning portfolio outcomes, and aligning internal teams to customer priorities while shaping Harvey's product direction based

Qualifications

  • 10+ years in customer success or related field.
  • 4+ years managing CSMs or enterprise account teams.
  • Proven retention and expansion track record across complex enterprise accounts.
  • Ability to earn executive trust and influence decisions across functions.
  • Strong analytical judgement and use of adoption data.
  • Experience in regulated environments and AI opportunities.

Responsibilities

  • Lead and develop the team and set practical standards for success planning and reviews.
  • Own portfolio outcomes including retention and net revenue retention; partner with Sales on renewal strategy.
  • Drive measurable customer value by identifying high-impact use cases and embedding Harvey into daily workflows.
  • Lead executive engagement and customer escalations with senior stakeholders.
  • Align Sales, Legal Engineering, Product, Engineering and Security around customer priorities.
  • Influence product direction by bringing evidence from strategic accounts to leadership.

Skills

Customer success
Account management
Coaching
Executive communication
Data analysis

Job description

Harvey is hiring a Customer Success Leader to manage and grow a team of experienced CSMs supporting strategic asset management accounts across legal and business units. This role reports to the Head of Customer Success, Majors, and focuses on driving adoption, measurable improvements in legal workflows, and lasting partnerships.

Responsibilities include leading the team, owning portfolio outcomes, and aligning internal teams to customer priorities while shaping Harvey's product direction based

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Senior Customer Success Leader - Asset Management
Senior Customer Success Leader - Asset Management

Harvey • United States

Remote
USD 180,000 - 260,000
Strategic Customer Success Leader, Asset Management
Strategic Customer Success Leader, Asset Management

Harvey AI • New York (NY)

On-site
USD 230,000 - 250,000
Customer Success Leader, Majors - Asset Management
Customer Success Leader, Majors - Asset Management

Harvey • United States

Remote
USD 180,000 - 260,000
Strategic Customer Success Leader for Law Firm Accounts
Strategic Customer Success Leader for Law Firm Accounts

Harvey • United States

Remote
USD 120,000 - 160,000
Senior Customer Success Leader — Major Accounts
Senior Customer Success Leader — Major Accounts

Harvey AI • San Francisco (CA)

On-site
USD 230,000 - 250,000
Strategic CSM Lead for Major Enterprise Law Firms
Strategic CSM Lead for Major Enterprise Law Firms

Harvey • San Francisco (CA)

On-site
USD 230,000 - 250,000
Strategic Customer Success Leader: Major Law Firms
Strategic Customer Success Leader: Major Law Firms

Harvey AI • New York (NY)

On-site
USD 230,000 - 250,000
Customer Success Leader, Majors - Asset Management
Customer Success Leader, Majors - Asset Management

Harvey AI • New York (NY)

On-site
USD 230,000 - 250,000
Customer Success Leader, Majors - Asset Management
Customer Success Leader, Majors - Asset Management

Speedrun Talent Network • New York (NY)

On-site
USD 230,000 - 250,000
Customer Success Leader, Majors
Customer Success Leader, Majors

Harvey • United States

Remote
USD 120,000 - 160,000