Majors Customer Success Manager (Asset Management)

📋 Description

• Client relationship management: primary contact; deliver a superior experience.
• Strategic implementation: lead integration into daily workflows and AI adoption.
• Customer health monitoring: manage account health; monitor metrics; address risks.
• Training & Enablement: train end users; enable adoption with product specialists.
• Advocacy and engagement: engage stakeholders; build Harvey champions.
• Travel up to 25% of the time.

🎯 Requirements

• Background in asset management, banking, or financial services.
• Experience with change management and large tech project adoption.
• Excellent communication; ability to influence executives.
• Results-driven; prioritize competing tasks and demanding customers.
• Collaborative, proactive, team-first mentality.

🎁 Benefits

• Lead AI technology innovations affecting customers' operations.
• Help grow and shape our evolving CS program and playbooks.
• Collaborative environment that supports growth, learning.