Strategic Engagement Manager

Posted 10 Days Ago
Be an Early Applicant
San Francisco, CA
In-Office
172K-230K
Senior level
Artificial Intelligence • Legal Tech • Professional Services • Software
The Role
Manage the partnership lifecycle including onboarding, training, success planning, and expansion opportunities. Collaborate with cross-functional teams and build relationships with partner stakeholders to ensure customer success and strategic planning.
Summary Generated by Built In
Why Harvey

At Harvey, we’re transforming how legal and professional services operate — not incrementally, but end-to-end. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.

This is a rare chance to help build a generational company at a true inflection point. With 700+ customers in 58+ countries, strong product-market fit, and world-class investor support, we’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.

Our team is sharp, motivated, and deeply committed to the mission. We move fast, operate with intensity, and take real ownership of the problems we tackle — from early thinking to long-term outcomes. We stay close to our customers — from leadership to engineers — and work together to solve real problems with urgency and care. If you thrive in ambiguity, push for excellence, and want to help shape the future of work alongside others who raise the bar, we invite you to build with us.

At Harvey, the future of professional services is being written today — and we’re just getting started.

TITLE: Strategic Engagement Manager

Location: 575 Market Street, Suite 2800, San Francisco, CA 94105

Salary Range: $172,453.00 - $230,000.00/ year

Job Description: Managing the full partnership lifecycle including onboarding, training, success planning, strategic planning, and partnership expansion/renewal opportunities. Collaborate closely with partner cross functional teams to design and implement co-solutions as well as represent Harvey's value proposition. Strategically identify ways we can make customer success repeatable and measurable; identify, create and track joint KPIs, metrics, and reports. Build and maintain deep relationships with key partner stakeholders, gathering key insights and ensuring needs are captured/met. Do strategic research on expansion areas for Harvey’s product and customer base. Create crisp presentations to present ideas to Harvey leadership team.

Requirements: Bachelor’s degree or foreign degree equivalent in Computer Engineering, Computer Science, Business Administration, Science, or related field and five (5) years of progressive, post-baccalaureate experience in data & analytics space or related role or in the job offered.

Experience and/or education must include:

  1. Due Diligence Consulting

    • Tools Used: PitchBook, S&P Capital IQ, FactSet

    • Details: Performing thorough market and financial research, analyzing potential acquisitions or partnerships, and synthesizing insights for executive decision-making, including risk assessments and compliance checks.

  2. Working Closely with Expert Networks and Advisors

    • Tools Used: GLG (Gerson Lehrman Group), AlphaSights, LinkedIn Sales Navigator, HubSpot CRM

    • Details: Establishing and managing relationships with external experts and thought leaders, including coordinating knowledge-sharing sessions, validating strategic assumptions, and aligning insights with organizational objectives.

  3. Data Vendor Evaluation

    • Tools Used: Snowflake, SQL, Salesforce, Coupa

    • Details: Identifying, assessing, and onboarding data vendors, including reviewing data quality, negotiating contract terms, ensuring compliance, and integrating external data into internal analytics pipelines.

  4. Commercial Partnership Negotiation

    • Tools Used: DocuSign, Salesforce

    • Details: Identifying potential partners, drafting deal structures, and negotiating contract terms, including coordinating cross-functional teams, establishing success metrics, and overseeing post-deal implementation.

  5. International Strategic Relations

    • Tools Used: SAP Ariba, Coupa

    • Details: Managing cross-border alliances or joint ventures, navigating international regulations, and addressing cultural nuances, including coordinating global product launches and cultivating relationships with key international stakeholders.

  6. Strategic Market Expansion

    • Tools Used: Google Trends, AI Research Tools

    • Details: Conducting in-depth market research to identify growth opportunities, analyzing competitive landscapes, and formulating expansion strategies based on data-driven insights.

  7. Product-Led Growth & GTM Strategy

    • Tools Used: HubSpot, Mixpanel, Google Analytics

    • Details: Developing and executing go-to-market (GTM) strategies to drive adoption, analyzing customer usage patterns to optimize product-led growth, and working closely with sales and product teams to ensure market alignment.

  8. Customer Success & Retention Analytics

    • Tools Used: Gainsight, Mindtickle, Intercom, Looker

    • Details: Developing and implementing customer retention strategies, tracking engagement metrics, analyzing churn risk, and leveraging data to optimize customer experience and long-term value

Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing [email protected]

Top Skills

Ai Research Tools
Alphasights
Coupa
Docusign
Factset
Gainsight
Glg
Google Analytics
Google Trends
Hubspot
Hubspot Crm
Intercom
Linkedin Sales Navigator
Looker
Mindtickle
Mixpanel
Pitchbook
S&P Capital Iq
Salesforce
Sap Ariba
Snowflake
SQL
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The Company
HQ: San Francisco, California
373 Employees
Year Founded: 2022

What We Do

Harvey is a generative AI company backed by Sequoia and OpenAI's startup fund building the future of professional services.

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