Account Executive Enterprise Asset Management

Harvey is an AI platform for legal and professional-services organizations.

Series F+Recently funded
Distributed
About Harvey

Harvey provides agents and collaborative tools for legal work, including legal research, document analysis, secure workspaces, contract intelligence, and organization-level analytics.

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Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will own a named asset-management account list, build senior client relationships, and lead complex sales opportunities from prospecting through contracting and expansion. You will tailor demonstrations, collaborate on solutions, and document learnings that shape the asset-management sales playbook.

Requirements

  • Experience selling complex software or professional services into financial services
  • Experience managing global or named account relationships
  • Background in enterprise software sales, management consulting, or both
  • Ability to prospect independently, iterate on messaging, and operate in an undefined sales motion
  • Interest in AI and knowledge-intensive work

Responsibilities

  • Develop and manage named asset-management accounts through the full sales cycle
  • Build senior relationships across legal, compliance, investment, and portfolio-company teams
  • Lead complex multi-stakeholder deals
  • Collaborate with Product and Engineering to shape customer solutions
  • Conduct tailored product demonstrations and presentations
  • Document learnings to build the asset-management sales playbook