Customer Success Leader, Majors – Asset Management

Harvey

. Manage and develop a team of experienced CSMs supporting strategic asset management accounts .

Posted 10/27/2026full-timeNew York City • New York • United StatesSenior💰 $230,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in managing customer success teams, driving retention and expansion outcomes, and fostering strong stakeholder relationships. Proficient in leveraging data analytics to inform strategic decisions and improve customer adoption of technology in regulated environments.

Highest-signal resume keywords

Customer Success ManagementRetention StrategiesTeam LeadershipAnalytical JudgmentStakeholder Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementPerformance ManagementRenewal StrategyData AnalysisRisk AssessmentTechnology AdoptionCoachingSuccess PlanningBusiness ReviewsExpansion Opportunities

Soft Skills

Influencing DecisionsBuilding TrustCommunicationPrioritizationProblem Solving

Tools & Technologies

Harvey

Industry Keywords

Asset ManagementFinancial InstitutionsLegal ComplianceEnterprise AccountsRegulated Environments

About the role

Key responsibilities & impact

Manage and develop a team of experienced CSMs supporting strategic asset management accounts
Coach CSMs on account strategy, stakeholder relationships and prioritization
Manage performance, support career development and hiring
Set standards for success planning, business reviews and renewal preparation
Own retention, net revenue retention and adoption outcomes across the team’s accounts
Partner with Sales on renewal strategy, forecasting and expansion opportunities
Use account data and customer feedback to address risks early
Guide identification of high-impact use cases across legal teams and business partners
Define success measures and embed Harvey into daily workflows
Connect implementation and adoption to improvements in turnaround time, internal capacity and management of legal spend
Engage senior customer stakeholders, including General Counsel and legal, compliance and operations leaders
Review progress, align priorities and address concerns
Coordinate Harvey’s response to urgent customer issues and ensure communication, ownership and follow-through
Align Sales, Legal Engineering, Product, Engineering and Security around account plans
Clarify ownership, coordinate resources and resolve competing priorities
Bring customer evidence to Product and go-to-market leadership
Identify adoption barriers, surface unmet needs and help prioritize broadly impactful improvements

Requirements

What you’ll need

10+ years of experience in customer success, account management, consulting or professional services
At least 4 years directly managing CSMs or account teams serving large enterprises
Track record of delivering retention and expansion outcomes across complex enterprise accounts
Experience leading renewal and growth strategies in partnership with Sales
Experience building strong teams through coaching, clear expectations and thoughtful performance management
Ability to earn executive trust, lead difficult customer conversations and influence decisions across functions without direct authority
Strong analytical judgment, including interpreting adoption data, assessing account risk and connecting customer outcomes to commercial decisions
Experience helping organizations adopt new technology in regulated environments
Understanding of AI’s opportunities and limitations
Experience serving asset managers or other financial institutions, particularly their legal and compliance teams, strongly preferred
Ability to work from the New York office 3 days per week
Legal authorization to work in the country where the role is located

Benefits

Comp & perks

Equity plan
Comprehensive health, dental and vision coverage
Retirement benefits with 401(k) match up to 4%
Flexible PTO
Opportunity to develop a strong team working with leading asset managers
Close collaboration with Harvey’s leadership and product teams on complex customer challenges
Opportunity to help legal teams turn advances in AI into lasting improvements