Own transformation engagements end to end. Lead strategic transformation engagements at Harvey’s largest accounts. Set the plan, align stakeholders across the firm, drive execution, and hold everyone, including the customer, accountable to outcomes. You are the person making sure things actually happen.
Map workflows and target the highest-value opportunities. Work alongside customers to map how legal and professional services work is done today, identify where Harvey can have the highest impact, and build a concrete roadmap for reimagining those workflows in partnership with Legal Engineering and Legal Innovation. This isn’t theoretical; you’re designing real workflows that real attorneys will use.
Coordinate cross-functional delivery and capture value. Reinforce adoption through structured change management: equipping change champions, running enablement sessions, monitoring usage, and resolving blockers before they become problems.
Build executive relationships and advise on the operating model. Engage directly with senior partners, General Counsel, and legal leadership on the strategic and organizational shifts that AI-native ways of working require, including governance, talent, process, and KPIs. You are a credible advisor, not a project coordinator.
Hand off with rigor. Deliver a clear, documented account transition to the Customer Success Manager: adoption summary, open risks, recommended next steps. The handoff sets the Customer Success team up to sustain and build on what you started.
Contribute learnings to build and improve playbooks. Document what works. Contribute to Harvey’s transformation methodology, templates, and frameworks so every engagement gets faster and more repeatable.