Harvey

• Serve as a primary escalation point for Enterprise and Majors accounts, owning high-severity and technically complex support cases through resolution. • Triage, investigate, and resolve urgent customer issues with speed and sound judgment, coordinating across Support, Customer Success, Engineering, Product, and Security teams. • Maintain deep account context, including customer workflows, configurations, integrations, and sensitivities, and apply that context to troubleshooting and communications. • Provide real-time, hands-on technical support for senior customer stakeholders, including Knowledge Management, Innovation, and IT leaders. • Lead clear and proactive incident communications, translating technical updates into customer-specific impact, expectations, and next steps. • Participate in incident response workflows, including severity classification, escalation handling, and post-incident retrospectives. • Document root causes, resolutions, and preventative actions to improve product reliability, internal knowledge coverage, and operational maturity. • Contribute to the development and continuous improvement of escalation playbooks, runbooks, and support tooling. • Partner closely with Customer Success Managers to enhance Harvey’s post-sale technical engagement and overall customer experience.

• Serve as a primary escalation point for Enterprise and Majors accounts, owning high-severity and technically complex support cases through resolution. • Triage, investigate, and resolve urgent customer issues with speed and sound judgment, coordinating across Support, Customer Success, Engineering, Product, and Security teams. • Maintain deep account context, including customer workflows, configurations, integrations, and sensitivities, and apply that context to troubleshooting and communications. • Provide real-time, hands-on technical support for senior customer stakeholders, including Knowledge Management, Innovation, and IT leaders. • Lead clear and proactive incident communications, translating technical updates into customer-specific impact, expectations, and next steps. • Participate in incident response workflows, including severity classification, escalation handling, and post-incident retrospectives. • Document root causes, resolutions, and preventative actions to improve product reliability, internal knowledge coverage, and operational maturity. • Contribute to the development and continuous improvement of escalation playbooks, runbooks, and support tooling. • Partner closely with Customer Success Managers to enhance Harvey’s post-sale technical engagement and overall customer experience.

• Serve as a primary escalation point for Enterprise and Majors accounts, owning high-severity and technically complex support cases through resolution. • Triage, investigate, and resolve urgent customer issues with speed and sound judgment, coordinating across Support, Customer Success, Engineering, Product, and Security teams. • Maintain deep account context, including customer workflows, configurations, integrations, and sensitivities, and apply that context to troubleshooting and communications. • Provide real-time, hands-on technical support for senior customer stakeholders, including Knowledge Management, Innovation, and IT leaders. • Lead clear and proactive incident communications, translating technical updates into customer-specific impact, expectations, and next steps. • Participate in incident response workflows, including severity classification, escalation handling, and post-incident retrospectives. • Document root causes, resolutions, and preventative actions to improve product reliability, internal knowledge coverage, and operational maturity. • Contribute to the development and continuous improvement of escalation playbooks, runbooks, and support tooling. • Partner closely with Customer Success Managers to enhance Harvey’s post-sale technical engagement and overall customer experience.

• Serve as a primary escalation point for Enterprise and Majors accounts, owning high-severity and technically complex support cases through resolution. • Triage, investigate, and resolve urgent customer issues with speed and sound judgment, coordinating across Support, Customer Success, Engineering, Product, and Security teams. • Maintain deep account context, including customer workflows, configurations, integrations, and sensitivities, and apply that context to troubleshooting and communications. • Provide real-time, hands-on technical support for senior customer stakeholders, including Knowledge Management, Innovation, and IT leaders. • Lead clear and proactive incident communications, translating technical updates into customer-specific impact, expectations, and next steps. • Participate in incident response workflows, including severity classification, escalation handling, and post-incident retrospectives. • Document root causes, resolutions, and preventative actions to improve product reliability, internal knowledge coverage, and operational maturity. • Contribute to the development and continuous improvement of escalation playbooks, runbooks, and support tooling. • Partner closely with Customer Success Managers to enhance Harvey’s post-sale technical engagement and overall customer experience.

• Serve as a primary escalation point for Enterprise and Majors accounts, owning high-severity and technically complex support cases through resolution. • Triage, investigate, and resolve urgent customer issues with speed and sound judgment, coordinating across Support, Customer Success, Engineering, Product, and Security teams. • Maintain deep account context, including customer workflows, configurations, integrations, and sensitivities, and apply that context to troubleshooting and communications. • Provide real-time, hands-on technical support for senior customer stakeholders, including Knowledge Management, Innovation, and IT leaders. • Lead clear and proactive incident communications, translating technical updates into customer-specific impact, expectations, and next steps.

• Advise on, build, integrate, and operate AI tooling for several departments within Harvey • Extend and govern AI workflows across the company • Own technical governance of internal AI tools • Own the MCP and connector roadmap for enterprise systems • Translate emerging AI capability into Harvey's internal roadmap • Run AI vendor security and privacy reviews • Build integration prototypes and reference architectures • Be the technical partner of choice for G&A teams

• Build, lead, and develop Harvey's founding Mid Market sales pod in Mexico City • Lead a team of consultative, solution-based Mid Market Account Executives • Own forecasting, pipeline management, and overall business performance • Partner closely with Recruiting to hire and onboard exceptional talent • Coach and develop Mid Market Account Executives • Help establish and refine Harvey's Mid Market sales playbook • Work cross-functionally with Marketing, Customer Success, Legal Engineers, Product, and Sales Leadership

• Serve as a primary escalation point for Enterprise and Majors accounts, owning high-severity and technically complex support cases through resolution. • Triage, investigate, and resolve urgent customer issues with speed and sound judgment, coordinating across Support, Customer Success, Engineering, Product, and Security teams. • Maintain deep account context, including customer workflows, configurations, integrations, and sensitivities, and apply that context to troubleshooting and communications. • Provide real-time, hands-on technical support for senior customer stakeholders, including Knowledge Management, Innovation, and IT leaders. • Lead clear and proactive incident communications, translating technical updates into customer-specific impact, expectations, and next steps. • Participate in incident response workflows, including severity classification, escalation handling, and post-incident retrospectives. • Document root causes, resolutions, and preventative actions to improve product reliability, internal knowledge coverage, and operational maturity. • Contribute to the development and continuous improvement of escalation playbooks, runbooks, and support tooling. • Partner closely with Customer Success Managers to enhance Harvey’s post-sale technical engagement and overall customer experience.

• Own day-to-day billing operations across Harvey’s commercial products, including generation, review, and release of invoices for usage-based and subscription customers. • Reconcile usage, pricing, and billing data across multiple systems (e.g., metering/rating tools, CRM, ERP) to ensure completeness, accuracy, and alignment with signed commercial terms. • Investigate and resolve billing discrepancies, credit and rebill scenarios, and exceptions in partnership with Revenue Operations, Finance, Sales, Deal Desk, and Customer Success. • Support month-end and quarter-end close by preparing billing reconciliations, variance analyses, and supporting schedules that ensure revenue-impacting data is fully captured. • Design, document, and maintain standard operating procedures, controls, and checklists for key billing workflows, with a focus on auditability, scalability, and risk reduction. • Partner with systems and data teams to improve and automate quote-to-cash workflows, including data quality checks, exception reporting, and dashboarding for billing KPIs.

• Build the business case and strategic roadmap for compliance investments, articulating ROI, certification sequencing, and market opportunity to leadership • Lead gap assessments and compliance readiness evaluations across applicable frameworks, producing maturity baselines and prioritized remediation roadmaps • Select, onboard, and manage third-party assessors and compliance advisors; hold partners accountable to timelines and escalate risks early • Drive audit readiness — coordinating evidence collection, continuous monitoring, and audit documentation management with Engineering and Security • Support customer security reviews, RFP responses, and due diligence conversations as the authoritative internal voice on Harvey's compliance posture • Build and lead a small team: hire, set direction, develop members, and scale program operations as Harvey's footprint grows