Why Harvey

At Harvey, we’re transforming how legal and professional services operate — not incrementally, but end-to-end. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.

This is a rare chance to help build a generational company at a true inflection point. With 700+ customers in 58+ countries, strong product-market fit, and world-class investor support, we’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.

Our team is sharp, motivated, and deeply committed to the mission. We move fast, operate with intensity, and take real ownership of the problems we tackle — from early thinking to long-term outcomes. We stay close to our customers — from leadership to engineers — and work together to solve real problems with urgency and care. If you thrive in ambiguity, push for excellence, and want to help shape the future of work alongside others who raise the bar, we invite you to build with us.

At Harvey, the future of professional services is being written today — and we’re just getting started.

Role Overview

We are seeking a Director of GTM Technology & Operations to lead the strategy, governance, and optimization of our go-to-market (GTM) technology ecosystem. This role is designed for a business-minded operations leader who understands how marketing, sales, and customer success processes drive revenue — and can translate those processes into technology enablement, data flow, and systems design.

You will oversee a team of GTM business analysts responsible for understanding GTM processes, gathering and prioritizing business requirements, and partnering across the organization — with GTM leadership, IT, and external vendors — to ensure our tools and technology stack drive measurable improvements in revenue performance, efficiency, and visibility.

This role is not about managing developers or owning system configuration directly; it’s about owning the strategy, roadmap, and business impact of our GTM technology investments.

What You’ll Do

1. GTM Systems Strategy & Roadmap

• In partnership with the Lead-to-Cash Product Owner and GTM Systems Lead, develop and own the GTM technology roadmap across Marketing, Sales, Customer Success, and Partnerships.

• Partner with GTM executive leaders to identify pain points, gaps, and opportunities where technology and process design can improve outcomes (e.g., conversion, retention, efficiency).

• Maintain a clear view of system interdependencies and data flow across CRM, marketing automation, customer success platforms, and related tools.

• Ensure all GTM technology initiatives align with business priorities, scalability goals, and data governance standards.

2. Business Analysis & Process Design

• Lead a team of business analysts who deeply understand GTM processes (e.g., lead routing, deal desk workflow, onboarding, renewals, expansion).

• Translate business needs into detailed functional requirements, process documentation, and solution design specifications and partner with our GTM Systems team to implement best in class systems to drive efficiency and improve productivity.

• Work with cross-functional stakeholders to define success metrics and validate business cases for system enhancements or new implementations.

• Champion operational excellence and process optimization before introducing new tools or complexity.

3. Intake, Prioritization & Governance

• Run a structured intake and prioritization process for GTM technology requests and initiatives across GTM stakeholders.

• Facilitate alignment between GTM executives, Finance, and IT on resource allocation, timelines, and dependencies.

• Establish governance frameworks to manage competing priorities and ensure transparency into decision-making and project status.

• Maintain a living roadmap of active and planned initiatives with clear ownership and measurable outcomes.

4. Partnership with IT and Vendors

• Collaborate closely with IT, InfoSec, and Data teams to scope, implement, and maintain GTM systems.

• Partner with IT on project delivery — ensuring business requirements are accurately translated into technical specifications and configurations.

• Lead vendor evaluations and RFPs for new GTM tools; assess build vs. buy tradeoffs and total cost of ownership.

• Manage relationships with key software vendors, ensuring strong service levels and product roadmap alignment.

5. Data, Insights, and Enablement

• Partner with RevOps, Marketing Ops, Data, and Analytics teams to ensure systems enable accurate, actionable reporting and analytics.

• Drive consistent use of data definitions, process documentation, and system workflows across GTM teams.

• Promote adoption and effective use of technology through enablement, documentation, and change management programs.

What You Have

• 8–12 years of experience in Revenue Operations, GTM Systems, or Business Operations, with significant exposure to Salesforce and related GTM tech stacks (e.g., Clay, Salesloft, Gong, LeanData, etc.). Experience with modern GTM AI technology is a big plus.

• Demonstrated success leading business analysis, process improvement, or system transformation initiatives across Sales, Marketing, and CS

• Strong understanding of GTM processes, data models, and key SaaS metrics (pipeline, ARR, retention, expansion)

• Proven ability to run intake and prioritization frameworks and align diverse stakeholders around a unified roadmap

• Exceptional communication and stakeholder management skills — able to translate between business and technical audiences

• Experience partnering with IT and external vendors to deliver system enhancements or implementations

• Analytical mindset with a focus on business outcomes, ROI, and continuous improvement

• Bachelor’s degree in Business, Operations, or related field (MBA or advanced degree preferred). Salesforce certifications are a plus.

Compensation

$217,000 - $293,000 USD

Please find our CA applicant privacy notice here.

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 [email protected]