Customer Success Leader, Majors - Asset Management
HarveyVisit Harvey website
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.
Skills
Candidate Availability
About the Role
You will lead and coach a team of experienced CSMs supporting strategic asset management accounts. You will own retention, net revenue retention and adoption, partner with Sales on renewals and expansion, engage General Counsel and compliance leaders, handle escalations, align cross-functional teams, and bring customer evidence to Product.
Requirements
- 10+ years in customer success, account management, consulting or professional services
- At least 4 years managing CSMs or account teams serving large enterprises
- Track record of retention and expansion outcomes in complex enterprise accounts
- Experience building teams through coaching and performance management
- Ability to earn executive trust and influence without direct authority
- Strong analytical judgment
- Experience helping organizations adopt new technology in regulated environments and understanding of AI
- Experience serving asset managers or financial institutions strongly preferred
Responsibilities
- Lead and develop the team of CSMs
- Own retention, net revenue retention and adoption across team accounts
- Partner with Sales on renewal strategy, forecasting and expansion
- Guide the team in identifying high-impact use cases and success measures
- Lead executive engagement and customer escalations
- Align Sales, Legal Engineering, Product, Engineering and Security around account plans
- Influence product direction with evidence from strategic accounts
Benefits
- Equity
