Harvey

Financial Planning and Analysis

• Lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside Account Executives and Customer Success Managers
• Engage with buyout funds, sector specialists, and serial acquirers throughout the pre-sales process and beyond
• Lead live pilots on investment opportunities
• Guide sponsors on AI capabilities
• Build screening, underwriting, diligence, and investment committee workflows in firms' templates and formats
• Review CIMs and management presentations
• Analyze QoE reports and data packs
• Interrogate banker and operating models
• Perform LBO and returns analysis and comps analysis
• Conduct add-on screening
• Prepare investment committee materials
• Support portfolio monitoring, add-on pipeline tracking, and valuation
• Bring deal-team feedback into product development and help shape Harvey's product roadmap
• Build the buyout playbook, including demo library, workflow templates, and use cases
• Travel approximately 2–3+ times per month for significant business needs, typically 1–3 days per trip

Forward Deployed Finance Engineer, Buyout

Full-stack Engineer

• Design, implement, and ship production-level code across the stack
• Maintain high quality, reliability, and security standards
• Use AI-assisted development tools daily and own the quality of shipped work
• Collaborate with AI Research, Legal Engineering, Product, and Design
• Translate problem statements into compelling product experiences
• Participate in code reviews and technical design discussions
• Develop engineering best practices alongside senior and staff engineers
• Experiment with and evaluate cutting-edge LLMs and AI systems
• Contribute to Harvey’s platform evolution
• Work on retrieval over large document collections, AI collaboration interfaces, multi-region compute infrastructure, enterprise agents, or secure systems for sensitive client data, depending on team

Software Engineer, New Grad

• Lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside Account Executives and Customer Success Managers
• Translate real investment work into Harvey solutions across the customer lifecycle
• Build the real estate playbook, including demo library, workflow templates, and use cases
• Run live pilots and lead the real estate practice as the team grows
• Engage with real estate private equity platforms, real estate debt funds, insurer and asset-manager real estate arms, and developer-investors throughout the pre-sales process and beyond
• Guide investors through AI capabilities
• Build screening, underwriting, and investment committee workflows in customers' templates and formats
• Review OMs and broker packages
• Normalize rent rolls and T-12s
• Abstract leases and estoppels
• Build ARGUS and acquisition models
• Review appraisal, property condition, and environmental reports
• Analyze sale and rent comparables
• Review loan documents and term sheets
• Prepare investment committee materials
• Support post-close asset management reporting, loan compliance, and valuation
• Bring acquisitions-team feedback into product development and help shape Harvey's product roadmap
• Travel approximately 2–3+ times per month for significant business needs, typically 1–3 days per trip

Forward Deployed Finance Engineer, Real Estate

• Lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside Account Executives and Customer Success Managers
• Translate private credit investment work into Harvey solutions across the customer lifecycle
• Build the private credit playbook, including demo library, workflow templates, and use cases
• Run live pilots on credit opportunities
• Lead the private credit practice as the team grows
• Engage with direct lenders, opportunistic and specialty finance managers, BDC managers, and insurer credit arms throughout pre-sales and post-sales
• Guide lenders through AI capabilities
• Build screening, underwriting, and credit committee workflows in firms’ templates and formats
• Perform lender presentation and CIM review, QoE read-throughs, data pack analysis, cash flow and leverage modeling, sizing and structuring, covenant and credit agreement review, credit memo drafting, and comps
• Conduct compliance certificate review, covenant tracking, amendment and waiver analysis, and quarterly portfolio reporting
• Bring credit-team feedback into product development and help shape Harvey’s product roadmap
• Travel approximately 2–3+ times per month for significant business needs, typically 1–3 days at a time

Forward Deployed Finance Engineer, Private Credit

Customer Success Manager

• Guide clients through their journey with Harvey
• Lead integration of Harvey into client workflows for seamless adoption and optimal use of AI solutions
• Evangelize LLMs and enable end users to adopt Harvey daily
• Serve as primary contact for 40+ mid-market clients using a prescriptive and consultative approach
• Create documentation, playbooks, self-help materials, email cadences, and automation
• Use adoption rates, benchmarks, analytics, and feedback to drive client satisfaction and ROI
• Encourage user and stakeholder engagement and develop Harvey advocates
• Monitor customer health and readiness for renewal and expansion
• Relay client insights to internal teams to improve products and services

Mid-Market Customer Success Manager

• Own a project end-to-end, from coding and testing through production deployment and presenting the work
• Write clean, maintainable code meeting team standards
• Use AI-assisted development tools daily and own the quality of shipped work
• Build knowledge of supported systems and their users and bring that perspective to product discussions
• Debug problems, follow escalation procedures, and prioritize quality for high-stakes legal users
• Collaborate through code reviews, pair programming, design reviews, and technical documentation
• Potentially work on retrieval over large document collections, AI collaboration interfaces, multi-region compute infrastructure, enterprise agents, or secure systems for sensitive client data
• Evaluate frontier models alongside senior engineers
• Collaborate with Product, AI, Legal, and GTM teams to build secure, intuitive systems for Harvey's AI products

Software Engineering Intern, Summer 2027

• Own a project end-to-end from coding and testing through production deployment and presentation to peers and company leaders
• Write clean, maintainable code and own the quality of shipped work
• Use AI-assisted development tools daily
• Build knowledge of supported systems and their users and contribute to product discussions
• Debug problems, follow escalation procedures, and prioritize quality for high-stakes legal users
• Collaborate through code reviews, pair programming, design reviews, and technical documentation
• Potentially work on retrieval over large document collections, AI collaboration interfaces, multi-region compute infrastructure, enterprise agents, or secure systems for sensitive client data
• Evaluate frontier models alongside senior engineers

General Counsel

• Execute complex M&A and other strategic transactions
• Conduct due diligence
• Structure deals and term sheets
• Draft and review definitive agreements
• Negotiate key legal and business terms
• Manage signing, closing, and post-closing integration
• Oversee outside counsel
• Design, implement, and continuously improve scalable legal processes, templates, and playbooks
• Drive efficiency, consistency, and best practices across M&A and strategic transactions
• Partner with Corp Dev, Finance, People, Product, and Operations
• Support adjacent corporate matters including entity management, employment and compensation, real estate, and insurance
• Build Harvey’s M&A playbook and design scalable, AI-forward legal processes
• Support Harvey’s acquisition strategy

M&A Counsel

Product Manager

• Shape the product security roadmap and lead a team of engineers in delivering it
• Embed security into the engineering organization
• Own defined areas of Harvey's production surface
• Partner with product and platform engineers to shape architecture and influence design decisions
• Build security tooling
• Translate broader security strategy into focused priorities and measurable outcomes
• Hire, develop, and lead Product Security Engineers
• Align security investments with business priorities and platform realities
• Own team planning, prioritization, and delivery
• Provide technical direction on architecture reviews, threat modeling, and remediation
• Scale team impact through automation, developer tooling, and secure-by-default patterns
• Improve security standards and engineering practices
• Communicate risks and progress to engineering leaders
• Build alignment on priorities and hold the team accountable for meaningful security improvements

Head of Product Security

• Shape Harvey's product security roadmap
• Lead a team of Product Security Engineers
• Embed security into the engineering organization
• Own defined areas of Harvey's production surface
• Partner with product and platform engineers on architecture, design decisions, and security tooling
• Translate security strategy into focused priorities and measurable team outcomes
• Hire, develop, and lead Product Security Engineers
• Align security investments with business priorities and platform realities
• Own team planning, prioritization, and delivery
• Provide technical direction on architecture reviews, threat modeling, and remediation
• Scale team impact through automation, developer tooling, and secure-by-default patterns
• Improve security standards and engineering practices
• Communicate risks and progress to engineering leaders
• Build alignment on priorities and hold the team accountable for security improvements

Technical Program Manager

• Own end-to-end delivery of strategic Business Technology lead-to-cash programs from planning through launch and retrospective
• Align cross-functional program teams on scope, sequencing, and milestones across CRM, marketing automation, sales engagement, and CPQ
• Coordinate delivery across GTM systems and integrations teams
• Surface risks, dependencies, and trade-offs early and drive them to decisions with the right owners
• Provide leadership with clear visibility into program health through concise written updates
• Contribute to shared, AI-enabled program practices

IT Program Manager

Sales Development Rep

• Build revenue pipeline aligned with Harvey’s strategic customer profile using outbound tools and personalized outreach
• Prospect into target accounts across EMEA through email, phone, LinkedIn, and other outbound strategies
• Source and qualify new sales opportunities through outbound prospecting and inbound lead follow-up
• Conduct discovery conversations to understand customer workflows and identify opportunities for the sales team
• Respond quickly to inbound interest and ensure timely qualification and follow-up
• Partner with Account Executives to develop opportunities and support early-stage deal progression
• Provide data-driven insights to inform sales strategies and improve prospecting effectiveness
• Contribute to Harvey’s sales playbook and document learnings as the team scales globally
• Consistently achieve and exceed qualified pipeline and activity targets

Sales Development Representative, Italian Speaking

• Drive growth and adoption of Harvey’s AI solutions across legal and professional services markets
• Own early-stage pipeline creation across EMEA
• Engage law firms, professional services organizations, and in-house legal teams
• Conduct personalized outbound prospecting through email, phone, LinkedIn, and other tools
• Qualify inbound leads and respond promptly to inbound interest
• Conduct discovery conversations to understand customer workflows and identify opportunities
• Partner with Account Executives on opportunity development and early-stage deal progression
• Provide data-driven insights to improve sales strategies and prospecting effectiveness
• Contribute to Harvey’s sales playbook and document learnings as the team scales globally
• Achieve and exceed qualified pipeline and activity targets

Sales Development Representative, French Speaking

• Drive growth and adoption of Harvey’s AI solutions across legal and professional services markets
• Own early-stage pipeline creation across EMEA
• Engage law firms, professional services organizations, and in-house legal teams
• Build revenue pipeline through outbound tools and personalized outreach
• Prospect into target accounts across EMEA through email, phone, LinkedIn, and other outbound strategies
• Source and qualify sales opportunities through outbound prospecting and inbound lead follow-up
• Conduct discovery conversations to understand customer workflows and identify opportunities
• Respond quickly to inbound interest and ensure timely qualification and follow-up
• Partner with Account Executives on opportunities and early-stage deal progression
• Provide data-driven insights to improve sales strategies and prospecting effectiveness
• Contribute to Harvey’s sales playbook and document learnings
• Achieve and exceed qualified pipeline and activity targets

Sales Development Representative, English Speaking

Content Marketing Manager

• Write scroll-stopping copy for Harvey's owned channels, including LinkedIn, Instagram, X, and emerging platforms
• Write copy for employee and advocacy channels to amplify company moments
• Turn launches and announcements into channel-native posts, threads, and replies
• Work with the Social Manager to plan, draft, and deliver social creative and campaign content
• Maintain a content calendar balancing planned campaigns and real-time posts
• Monitor and respond to DMs, comments, and mentions across Harvey's channels
• Build response guidelines, tone standards, and saved replies
• Establish triage and escalation paths for support, sales, press, partnership, sensitive, and legal matters
• Moderate social communities and comment sections, handling spam, trolling, and negative sentiment
• Participate in relevant legal, legal tech, and AI conversations
• Grow networks of customers, advocates, and creators and highlight approved user-generated content
• Run social listening for brand mentions, sentiment, competitor activity, and trends
• Support brand-safety response plans during sensitive or fast-moving moments
• Track and report content performance and community health metrics
• Use performance and engagement data to optimize content and responses
• Share community themes, questions, feedback, and pain points with Marketing, Product, Comms, and Customer Success

Forward Deployed Finance Engineer, Buyout

Software Engineer, New Grad

Forward Deployed Finance Engineer, Real Estate

Forward Deployed Finance Engineer, Private Credit

Mid-Market Customer Success Manager

Software Engineering Intern, Summer 2027

Software Engineering Intern, Summer 2027

M&A Counsel

Head of Product Security

Head of Product Security

IT Program Manager

Sales Development Representative, Italian Speaking

Sales Development Representative, French Speaking

Sales Development Representative, English Speaking

Social Content and Community Manager