Harvey

Account Executive Enterprise Asset Management

In short

This role owns a named list of asset-management accounts, leading complex enterprise software sales from prospecting through contracting and expansion. It requires experience selling complex software or professional services into financial services, managing global or named accounts, and a background in enterprise software sales or management consulting. The company builds AI products for knowledge-intensive work, and the role demands comfort operating in an undefined, self-directed sales motion while building senior relationships across legal, compliance, and investment teams.

About the Role
You will own a named asset-management account list, build senior client relationships, and lead complex sales opportunities from prospecting through contracting and expansion. You will tailor demonstrations, collaborate on solutions, and document learnings that shape the asset-management sales playbook.
Requirements
•Experience selling complex software or professional services into financial services
•Experience managing global or named account relationships
•Background in enterprise software sales, management consulting, or both
•Ability to prospect independently, iterate on messaging, and operate in an undefined sales motion
•Interest in AI and knowledge-intensive work
Responsibilities
•Develop and manage named asset-management accounts through the full sales cycle
•Build senior relationships across legal, compliance, investment, and portfolio-company teams
•Lead complex multi-stakeholder deals
•Collaborate with Product and Engineering to shape customer solutions
•Conduct tailored product demonstrations and presentations
•Document learnings to build the asset-management sales playbook

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