Customer Success Manager – Asset Management

Harvey

. Lead AI implementation and transformation programs for major customers .

Posted 11/3/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $180,000 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading AI implementation and transformation programs, with a strong focus on customer success and strategic account management. Capable of driving adoption, managing change, and delivering complex client programs in legal and financial services sectors.

Highest-signal resume keywords

AI Implementation LeadershipCustomer Success ManagementChange ManagementStrategic Account ManagementStakeholder Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Program DeliveryChange AdoptionAnalytical JudgmentRisk AssessmentBusiness Impact Analysis

Soft Skills

CollaborationCommunicationInitiativeCuriosityJudgment

Industry Keywords

Asset ManagementFinancial ServicesLegal ServicesTransformation DeliveryTechnology Advisory

About the role

Key responsibilities & impact

Lead AI implementation and transformation programs for major customers
Assess customer goals and workflows, identify valuable use cases, and build milestone-based implementation plans
Drive adoption and change management by embedding Harvey into everyday legal and business practice
Develop customer champions, address resistance, and coordinate targeted training
Own a portfolio of strategic accounts from initial deployment through adoption and renewal
Set account strategy using adoption data, stakeholder feedback, and business impact
Address risks and escalations while keeping customers informed and internal teams accountable
Drive retention by demonstrating customer value and partnering with Sales on renewals
Identify expansion opportunities based on customer needs and business impact
Lead cross-functional delivery with Legal Engineering, technical specialists, Product, and Sales
Translate customer needs and delivery lessons into product feedback and repeatable playbooks
Advise senior partners, General Counsel, and innovation, technology, and operations leaders
Align stakeholders, manage difficult conversations, and guide investment and progress discussions

Requirements

What you’ll need

Experienced background in asset management, banking, financial services management consulting, technology advisory, transformation delivery, or strategic enterprise customer success
Direct responsibility for delivering complex client programs
Experience serving legal, financial services, or professional services organizations is valuable
Track record of turning business goals into executable plans and managing multiple work streams through delivery
Experience helping organizations adopt new technology and change established ways of working
Ability to earn credibility with senior executives and work directly with end users
Strong analytical and commercial judgment
Ability to assess customer value, uncover renewal considerations, and identify retention risks
Collaborative approach and judgment to prioritize across a demanding customer portfolio
Initiative, effectiveness through ambiguity, and curiosity about AI and its practical applications
Ability to work from the New York office 3 days per week
Travel up to 25%

Benefits

Comp & perks

Equity plan
Comprehensive health coverage
Dental coverage
Vision coverage
Retirement benefits with 401(k) match up to 4%
Flexible PTO