Harvey
Customer Success Leader, Majors - Asset Management
$230K–$250K
New York · Hybrid · Full-time · Posted Oct 26, 2026
- Experience
- 10+ years in customer success, account management, consulting, or professional services; at least 4 years directly managing CSMs or account teams serving large enterprises.
About the job
Leads and develops customer success teams serving strategic asset management accounts, driving adoption, retention, expansion, and measurable customer value.
What you'll do
- Coach, manage, hire, and develop CSMs; set standards for account planning, business reviews, and renewals.
- Own portfolio retention, net revenue retention, and adoption; partner with Sales on renewal, forecasting, and expansion strategies.
- Lead executive engagement and escalations, coordinate internal teams, and bring customer evidence to product leadership.
What they ask for
- 10+ years in customer success, account management, consulting, or professional services, including at least 4 years directly managing CSMs or account teams serving large enterprises.
- Track record of retention and expansion outcomes across complex enterprise accounts, including renewal and growth strategies with Sales.
- Experience building teams through coaching, clear expectations, and performance management.
- Experience helping organizations adopt new technology in regulated environments; understanding of AI’s opportunities and limitations.
Nice to have
- Experience serving asset managers or other financial institutions, particularly their legal and compliance teams.
Pay
$230,000 - $250,000 USD OTE 80/20 (OTE, not stated as base salary); $230K – $250K USD (OTE, not stated as base salary)
AI focus
Supports legal teams in adopting AI and turning AI advances into lasting improvements; requires understanding AI’s opportunities and limitations.
Model-written summary · the original posting is authoritative