Harvey Benefits Overview

Guide enterprise and law-firm clients through Harvey adoption, implementation, training, and ongoing engagement. Manage customer relationships, monitor adoption and health metrics, drive satisfaction, renewals, and expansion, and relay client feedback to internal teams. The role also involves developing customer success processes, influencing stakeholders, evangelizing LLM capabilities, and occasional travel to customer and company offices.

Manage relationships with 40+ mid-market clients, leading implementation, training, adoption, health monitoring, renewals, and expansion readiness. Create scalable customer-success playbooks, self-help resources, email cadences, and automation. Track adoption and satisfaction metrics, advocate for customer needs internally, and help legal and professional-services organizations integrate Harvey’s AI platform into their workflows.

Lead private credit customer engagements from discovery and demos through pilots, onboarding, training, and custom workflow builds. Apply direct-lending experience to screening, underwriting, diligence, modeling, structuring, covenant review, credit memos, and portfolio reporting. Build Harvey’s private credit playbook, guide customers in applying AI to investment workflows, and relay customer feedback into product development. Travel approximately 2–3 or more times monthly.