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Harvey is an AI platform transforming legal and professional services by combining frontier agentic AI, enterprise-grade infrastructure, and deep domain expertise. The company is scaling rapidly with strong product-market fit and world-class investor backing.
You'll join the GTM Systems team reporting to the Head of GTM Systems, owning a variety of projects across the full go-to-market lifecycle. Your responsibilities span lead sourcing, enrichment, and routing at the top of the funnel through customer support and success tooling.
Key responsibilities include:
- Design and optimize top-of-funnel systems: lead sourcing, enrichment, scoring, and routing using Clay and data providers (ZoomInfo, Cognism, Apollo, Clearbit)
- Configure and optimize Zendesk as the primary support platform, including ticket routing, triggers, automations, macros, SLA policies, and agent workspace
- Contribute to Salesforce configuration across the funnel: lead routing, scoring, lifecycle stages, automation (Flows, validation rules, custom objects), and data integration
- Use AI as a default working method: build and maintain AI agents, automations, and workflows to eliminate manual work and extend team capabilities without engineering support
- Integrate GTM and CS tools across Harvey's ecosystem to ensure unified customer view and build reporting/dashboards for pipeline, support, and customer health visibility
- Maintain data quality and compliance through deduplication, normalization, enrichment governance, and consent handling
You bring 4-8+ years in GTM Systems, RevOps, Growth Ops, or Support Ops roles. You have strong Salesforce proficiency (data modeling, Flows, lead routing, reporting) and hands-on Zendesk administration experience (routing, automations, triggers, SLA policies). You're experienced with Clay and major enrichment providers, marketing automation platforms (Marketo, HubSpot), and demonstrate AI fluency using tools like Claude, ChatGPT, and Clay AI to build workflows and automate tasks. You think systemically about end-to-end data flows, work collaboratively across functions, and prioritize documentation and scalability.
Bonus experience includes Customer Success platforms (Gainsight, Catalyst), Zendesk certifications, API/webhook integrations, data warehouse work (Snowflake, BigQuery), production AI agent deployment, SQL/Python scripting, and high-growth startup background.
About Harvey
Legal / Compliance / Risk; AI / Data / Infrastructure — AI platform for legal and professional services work.
