Enterprise Account Executive Asset Management
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Harvey is an AI platform for legal and professional-services organizations.
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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
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will develop and manage asset-management accounts and own sales activity from prospecting through contracting and expansion. You will build relationships across legal, compliance, and investment teams, lead complex deals and tailored demonstrations, shape solutions with product and engineering, and document learnings for the asset-management sales playbook.
Requirements
- Experience selling complex software or professional services into financial services.
- Ability to manage global or named account relationships.
- Background in enterprise software sales, management consulting, or both.
- Ability to prospect independently, iterate on messaging, and contribute to team learning.
- Curiosity about AI and its application to knowledge-intensive work.
Responsibilities
- Develop and manage named accounts across asset management.
- Own the sales cycle from prospecting through contracting and expansion.
- Build senior relationships across legal, compliance, and investment teams.
- Lead complex multi-stakeholder deals.
- Work with product and engineering to shape customer solutions.
- Conduct tailored demonstrations and presentations.
- Document learnings to build the asset-management sales playbook.