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Harvey

Customer Success Leader, Majors - Asset Management

Who can apply: Only open to applicants in: New York.
Location as listed by the employer: “New York”
Apply on Harvey's site ↗

Opens the employer's official application page.

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About this role

Harvey is hiring for a Customer Success Leader, Majors - Asset Management role (full-time). See the official posting for full details.

Requirements

  • 10+ years of experience in customer success, account management, consulting or professional services, including at least 4 years directly managing CSMs or account teams serving large enterprises.
  • A track record of delivering retention and expansion outcomes across complex enterprise accounts, including leading renewal and growth strategies in partnership with Sales.
  • Experience building strong teams through coaching, clear expectations and thoughtful performance management.
  • The ability to earn executive trust, lead difficult customer conversations and influence decisions across functions without direct authority.
  • Strong analytical judgment, including the ability to interpret adoption data, assess account risk and connect customer outcomes to commercial decisions.
  • Experience helping organizations adopt new technology in regulated environments, with an understanding of AI’s opportunities and limitations. Experience serving asset managers or other financial institutions, particular…

Summarized from the employer's posting — check the full posting for every requirement.