Account Executive, Enterprise, Asset Management

About the role

Harvey is seeking an Account Executive to lead the expansion of its AI platform into the asset management sector. This role involves owning the full sales cycle for a named account list, including private equity, venture, and hedge funds, while helping to define the company's go-to-market playbook for this new vertical. You will build senior-level relationships and translate complex AI capabilities into solutions for financial services buyers.

Responsibilities

• Develop and manage a named account list across asset management, including private equity, venture, and institutional funds.
• Own the full sales cycle from prospecting through contracting and expansion.
• Build and manage senior relationships with legal, compliance, and investment teams.
• Lead complex, multi-threaded deals with stakeholders ranging from managing directors to legal users.
• Collaborate with product and engineering teams to shape solutions for financial services workflows.
• Conduct tailored demos and presentations that connect product capabilities to specific client pain points.

Required skills

• Enterprise software sales
• Financial services
• Asset management
• Go to Market
• Relationship management

Nice to have

• Management consulting
• Private equity
• Institutional funds

Qualifications

• Experience selling complex software or professional services into financial services
• Background in enterprise software sales or management consulting

About the Company

Harvey is an AI platform transforming legal and professional services by combining agentic AI with deep domain expertise. The company is scaling rapidly and is backed by world-class investors, focusing on defining a new category in knowledge work.