Customer Success Manager – Asset Management

Harvey

Customer Success Manager guiding enterprise clients for optimal use of AI solutions. Responsible for strategic customer engagement and ensuring the technology's value is realized.

Posted 7/20/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $180,000 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Client Relationship Management and Strategic Implementation, ensuring seamless adoption of AI solutions while proactively monitoring Customer Health. Strong ability to influence stakeholders and drive initiatives for long-term customer success in an Enterprise SaaS or legal environment.

Highest-signal resume keywords

Client Relationship ManagementStrategic ImplementationChange ManagementStakeholder EngagementCustomer Success

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Excellent CommunicationStrategic PlanningResults Driven MindsetCollaborative TeamworkProactive Approach

Industry Keywords

Enterprise SaaSManagement ConsultingTechnology AdvisoryAccount ManagementLegal Environment

About the role

Key responsibilities & impact

Client Relationship Management: Serve as the primary contact for customers with a prescriptive and consultative approach and as a thought partner to deliver a superior customer experience.
Strategic Implementation: Lead the integration of Harvey into daily workflows, ensuring seamless adoption and optimal use of our AI solutions.
Customer Health Monitoring: Proactively and strategically manage overall account health by monitoring key indicators, addressing risks early and driving initiatives that support long-term customer success and retention.
Training & Enablement: Evangelize the power of Harvey as you meet with end users and collaborate with Legal Product Specialists to enable end users to adopt Harvey on a daily-basis as it becomes a “must have” product.
Advocacy and Engagement: Direct stakeholder engagement and facilitate executive engagement, transforming customers into Harvey champions within their organizations.
Feedback Loop: Relay customer insights to our internal teams and collaborate with Product to aid in the continuous improvement of our product and services.
Travel required: Up to 25% of the time

Requirements

What you’ll need

Background in management consulting or technology advisory at a top tier management consulting firm, or strategic customer success/account management experience in an Enterprise SaaS or legal (big law or in-house or in-house) environment
History and comfort conducting change management and wide-scale adoption for large technology projects.
Excellent communication and strategic planning skills, and a capability of influencing stakeholders at every level, including at the executive level.
Results driven mindset and the ability to ruthlessly prioritize competing tasks and demanding customers seamlessly.
A strong commitment to be collaborative and proactive with a team-first mentality.

Benefits

Comp & perks

Comprehensive health, dental and vision coverage
Retirement benefits (401k match up to 4%)
Flexible PTO