About the role
Why Harvey At Harvey, we’re transforming how legal and professional services operate. 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 1500+ customers in 60+ 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 moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you. At Harvey, the future of professional services is being written today — and we’re just getting started. Role Overview As the GTM Strategic Finance Lead at Harvey, you will serve as the financial partner to our GTM organization, providing the analytical rigor and strategic insight that drives revenue growth and commercial decision-making. Reporting to the VP of Strategic Finance and working closely with the CBO and GTM leadership, you will own the financial model for Harvey's revenue engine — from bookings and pipeline to sales productivity and customer economics. The ideal candidate combines deep SaaS finance expertise with a builder's mindset and a strong bias toward actionable insight.
What You'll Do Own the unit economics. CAC, payback, magic number, net revenue retention, contribution margin by segment and motion. Know what makes money and what doesn't. Plan sales capacity. Partner with the GTM team to determine how many reps, where, ramped how fast, carrying what quota Own the GTM financial model, including bookings, ARR, sales capacity planning, and quota design. Lead the GTM planning and budgeting processes, ensuring we are investing appropriately across Sales, Marketing, and Partnerships to support our top-line targets. Serve as the financial lead for deal structuring and pricing decisions, including non-standard commercial terms. Identify trends, risks, and opportunities across the revenue funnel; translate data into clear recommendations for GTM leadership and the executive team. Establish and maintain a monthly/quarterly GTM reporting package for the executive team and Board, including pipeline, bookings, and retention metrics. Drive ongoing improvement of GTM financial processes and tooling, with a focus on CRM integrity, forecasting accuracy, and automation. What You Have 8+ years experience, including 3+ years Sales Finance experience at a high-growth and scaled enterprise software company. A first-principles thinker. You build from a blank page and question every input. You partner with senior GTM leaders; have exceptional cross-functional communication skills and are able to influence and operate effectively. You move fast and own outcomes, not tasks. You turn analysis into decisions and explain them in plain language. Deep understanding of SaaS and usage-based business models, including ARR, NRR, CAC, LTV, and sales productivity metrics. Exceptional analytical skills. Builder mindset. Process and systems- oriented. Comfortable in SQL or BI tools — you can pull your own data. Bachelor's degree in a quantitative field preferred.
