CareerPlan

Majors Customer Success Manager (Asset Management)

New YorkFull-time$180k2026-07-22 → 2026-11-12

Core

Guide Harvey's largest customers (elite law firms, Fortune 500, asset managers) through adoption of agentic AI solutions, acting as a trusted advisor and thought partner.

Role type

Senior Customer Success Manager (Enterprise SaaS / Legal & Financial Services)

Builds

Harvey's agentic AI platform for professional services

Domain

Legal technology and Asset Management

Deliverable

production ML models | product features

Required skills

Strategic implementation, change management, executive stakeholder engagement, account health monitoring, product feedback synthesis

Preferred skills

Background in asset management, banking, or financial services

Technologies

Agentic AI, Enterprise SaaS platforms

Responsibilities

Lead integration of Harvey into daily workflows, proactively manage account health and retention, evangelize product value to end users, facilitate executive engagement, relay customer insights to product teams

Seniority

Senior, hands-on IC