Strategic Engagement Manager
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.
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 :
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.
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.
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.
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.
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.
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.
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.
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 accommodations@harvey.ai.
Engagement Manager • San Francisco, CA, US