Customer Success Leader, Majors - Asset Management
Core
Lead and develop a team of Customer Success Managers supporting strategic asset management accounts, driving adoption, retention, and expansion for legal and compliance teams at major financial institutions.
Role type
Senior Customer Success Leader (Team Lead)
Builds
Sustained adoption of Harvey's agentic AI platform for legal work, measurable improvements in turnaround time and legal spend management.
Domain
Financial Services / Asset Management / Legal Tech
Deliverable
production ML models
Required skills
Team leadership and coaching, retention and net revenue retention strategy, executive stakeholder management, cross-functional alignment, product influence, regulated environment adoption
Preferred skills
Asset manager experience, legal/compliance team experience, AI technology adoption
Technologies
Harvey agentic AI platform
Responsibilities
Coach CSMs on account strategy and performance; Own portfolio outcomes including retention and expansion; Drive measurable customer value through high-impact use cases; Lead executive engagement and escalations; Align Sales, Product, and Engineering teams; Influence product direction based on account feedback
