Why This Job is Featured on The SaaS Jobs
Harvey sits at the intersection of enterprise SaaS and applied AI, selling into legal and professional services where buying cycles, pricing structures, and retention dynamics can differ from typical horizontal software. With a large customer footprint already in place, the GTM Strategic Finance Lead role is positioned to shape how a category-defining platform translates product adoption into predictable recurring revenue.
For a SaaS finance career, this seat builds durable expertise in the operating metrics that boards and executive teams use to run subscription businesses. Ownership across unit economics, capacity planning, forecasting, and deal economics creates a broad view of the revenue engine, from pipeline quality to net retention. The emphasis on process and tooling also maps to a common inflection point in scaling SaaS companies: turning fragmented GTM data into decision-grade reporting and repeatable planning cycles.
This role fits finance leaders who prefer being embedded with commercial stakeholders rather than operating as a back office function. It will suit someone comfortable moving between first principles modeling and pragmatic tradeoffs, and who enjoys clarifying ambiguity in pricing, segmentation, and sales productivity. It is also well matched to candidates who want to deepen SaaS fluency while partnering closely with senior GTM leadership.
The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.
Job Description
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.
Compensation
$189,500-284,300 USD
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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 accommodations@harvey.ai
