Job Overview
Location
New York
Job Type
Full-time
Category
Marketing
Date Posted
July 4, 2026
Full Job Description
đź“‹ Description
- • Own the unit economics for Harvey’s GTM organization, including CAC, payback period, magic number, net revenue retention, and contribution margin by segment and sales motion.
- • Plan and optimize sales capacity by partnering with GTM leadership to determine optimal rep count, geographic allocation, ramp timelines, and quota assignments.
- • Own and maintain the end-to-end GTM financial model covering bookings, ARR, sales capacity planning, and quota design to support revenue forecasting and strategic planning.
- • Lead the annual and quarterly GTM planning and budgeting processes, ensuring aligned investment across Sales, Marketing, and Partnerships to meet top-line targets.
- • Serve as the financial lead for deal structuring and pricing decisions, including evaluation and approval of non-standard commercial terms and contract terms.
- • Identify trends, risks, and opportunities across the entire revenue funnel—from pipeline generation to customer retention—and translate complex data into clear, actionable recommendations for GTM and executive leadership.
- • Design and deliver a monthly and quarterly GTM reporting package for the executive team and Board, including key metrics on pipeline health, bookings performance, and customer retention.
- • Drive continuous improvement of GTM financial processes and tooling, with a focus on enhancing CRM data integrity, improving forecasting accuracy, and automating manual reporting workflows.
- • Partner closely with the VP of Strategic Finance, Chief Business Officer, and GTM leadership to align financial strategy with commercial execution.
- • Apply first-principles thinking to build financial models from scratch, challenge assumptions, and ensure all inputs are rigorously validated.
- • Communicate financial insights in plain language to non-finance stakeholders, enabling data-driven decision-making across Sales, Marketing, and Customer Success teams.
- • Maintain deep expertise in SaaS and usage-based business models, including ARR, NRR, LTV, CAC, and sales productivity metrics.
- • Leverage SQL or BI tools independently to extract, analyze, and visualize data without reliance on engineering or data teams.
- • Build scalable systems and processes that reduce friction, increase transparency, and support Harvey’s rapid scaling across 60+ countries.
- • Operate with a builder’s mindset, focusing on outcomes over tasks, and driving initiatives to completion with ownership and urgency.
- • Uphold Harvey’s core values of Decisiveness, Simplicity, and Job’s Not Finished by acting on clear judgment, prioritizing simplicity in systems, and refusing to settle for suboptimal outcomes.
🎯 Requirements
- • 8+ years of professional experience, including 3+ years in Sales Finance at a high-growth, scaled enterprise software company
- • Deep expertise in SaaS financial metrics including ARR, NRR, CAC, LTV, and sales productivity indicators
- • Proven ability to build and maintain complex GTM financial models from first principles
- • Proficiency in SQL or BI tools to independently pull and analyze data
- • Exceptional cross-functional communication skills and ability to influence senior GTM leaders
- • Builder mindset with strong process and systems orientation
🏖️ Benefits
- • Compensation range of $189,500–$284,300 USD based on location
- • Opportunity to join a high-growth company with 1,500+ customers in 60+ countries
- • Work alongside world-class investors and a team committed to transforming professional services with AI
- • Exposure to cutting-edge agentic AI technology and enterprise-grade platforms shaping the future of legal and professional services
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
About Harvey AI Inc.
Harvey AI Inc. provides a generative artificial-intelligence platform engineered specifically for the legal profession. The software integrates with law-firm workflows to automate contract drafting, review, due-diligence and regulatory research, producing lawyer-quality language grounded in up-to-date statutes and precedents. Harvey combines large language models trained on legal corpora with secure, private-cloud deployment and firm-specific fine-tuning to maintain confidentiality and compliance. Clients range from global law firms to in-house legal departments seeking efficiency gains without compromising accuracy or security. The company was founded in 2022 and is headquartered in San Francisco, California.
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