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GTM Systems Lead

Why Harvey

Harvey is a secure AI platform for legal and professional services that augments productivity and automates complex workflows. Harvey uses algorithms with reasoning-adept LLMs that have been customized and developed by our expert team of lawyers, engineers and research scientists. We’ve found product market fit and are scaling our team very quickly. Some reasons to join Harvey are:

  • Exceptional product market fit: We have partnered with the largest law firms and professional service providers in the world, including Paul Weiss, A&O Shearman, Ashurst, O'Melveny & Myers, PwC, KKR, and many others.

  • Strategic investors: Raised over $500 million from strategic investors including Sequoia, Google Ventures, Kleiner Perkins, and OpenAI.

  • World-class team: Harvey is hiring the best talent from DeepMind, Google Brain, Stripe, FAIR, Tesla Autopilot, Glean, Superhuman, Figma, and more.

  • Partnerships: Our engineers and researchers work directly with OpenAI to build the future of generative AI and redefine professional services.

  • Performance: 4x ARR in 2024.

  • Competitive compensation.

Role Overview

As our GTM Systems Lead, you’ll architect and scale the Marketing and Sales tech stack to keep pace with our hyper-growth. You’ll own and optimize the tools that power our go-to-market motion, ensuring they integrate seamlessly and drive efficiency across teams. This role is all about impact—automating processes, improving data integrity, and enabling our Sales and Marketing teams to move faster. As the first hire in this space, you’ll have the opportunity to lay the foundation for a scalable, high-performance GTM infrastructure.

What You’ll Do

  • Design, build, own, and optimize our Quote-to-Cash (QTC) stack, ensuring seamless integration across CPQ, billing, and finance systems.

  • Manage and enhance end-to-end CPQ workflows ensuring pricing & packaging, discounting, approvals, contracts, and integrations are optimized.

  • Work closely with Rev Ops and Finance to improve deal velocity, forecasting, and revenue reporting while simultaneously creating a great buying experience for our customers.

  • Lead the implementation of automation within Salesforce, reducing manual work for Sales and Finance teams.

  • Ensure seamless integration between Salesforce, NetSuite, and other systems.

  • Maintain data integrity, build custom dashboards, reports, and automation to drive better decision-making.

  • Work cross-functionally to align our go-to-market tech stack with business needs and compliance requirements.

  • Troubleshoot and resolve Salesforce issues while managing platform upgrades and enhancements.

  • Implement monitoring and measurement systems to keep tabs on the health & performance of our QTC systems and experience.

  • Ensure that our QTC capabilities will stay ahead of the business’s needs; Harvey is a young company and our GTM motions and pricing & packaging may evolve rapidly.

What You Have

  • 5+ years of hands-on experience in global companies with Salesforce Sales Cloud, CPQ, and QTC processes.

  • Deep expertise and thought leadership in the CPQ space, including pricing strategies, approvals, quoting, customer experience, and order automation.

  • Strong experience integrating Salesforce with billing systems (Zuora, NetSuite, Stripe, etc.).

  • Experience with lead-to-cash workflows, including contract lifecycle management and revenue recognition.

  • Ability to build and maintain flows, automation, custom objects, reports, and dashboards.

  • Strong engineering background with knowledge of SOQL, Apex (preferred), and declarative automation tools.

  • Deep familiarity with relevant security & compliance requirements for running a QTC function that customers trust (SOX, SOC2, GDPR, etc.).

  • Exceptional problem-solving skills and ability to work cross-functionally in a fast-paced startup.

Bonus Points

  • Salesforce certifications (Salesforce Certified CPQ Specialist, Advanced Admin, or Architect).

  • Experience with enterprise SaaS sales cycles and handling multi-tier pricing models.

  • Knowledge of Revenue Cloud, Subscription Billing, or ASC 606 revenue recognition.

  • Experience with Marketo, HubSpot, or other RevOps tools.

  • Prior experience in a high-growth startup environment.

Compensation Range

$180,000 – $230,000 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 in the early innings of a generational company. Joining early at a hypergrowth startup has proven to lead to exponential growth in responsibility, access, and ability. Apply here today!

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What You Should Know About GTM Systems Lead, Harvey

If you're looking to make a significant impact in a rapidly growing company, consider the GTM Systems Lead position at Harvey based in San Francisco. At Harvey, we pride ourselves on being a secure AI platform designed specifically for legal and professional services, enhancing productivity and automating complex workflows. As the GTM Systems Lead, you’ll have the unique opportunity to architect and scale our Marketing and Sales tech stack to support our impressive growth trajectory. In this role, you’ll own the Quote-to-Cash stack—ensuring everything from pricing and quoting to billing and finance works seamlessly. Your contributions will not only streamline processes but will also empower our Sales and Marketing teams to perform at their best. Collaborating closely with various teams, you’ll drive automation in Salesforce and maintain data integrity through custom dashboards and reports that will foster better decision-making. We believe in creating a vibrant workplace where your expertise can shine and directly shape our company’s future. Already partnered with some of the largest law firms globally, our team includes top performers from esteemed tech companies, ensuring you’ll be working among the best in the industry. If you have a solid background in Salesforce, CPQ, and global sales processes, then you're our ideal candidate. Join us at Harvey to transform the landscape of professional services through innovative AI solutions.

Frequently Asked Questions (FAQs) for GTM Systems Lead Role at Harvey
What qualifications do I need for the GTM Systems Lead position at Harvey?

To qualify for the GTM Systems Lead role at Harvey, candidates should have over 5 years of hands-on experience in global companies, specifically with Salesforce Sales Cloud and CPQ processes. A strong engineering background with knowledge of SOQL and Apex is often essential, along with proven expertise in pricing strategies and order automation. Familiarity with relevant security and compliance standards is also critical to ensure trust in our systems.

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What are the main responsibilities of a GTM Systems Lead at Harvey?

As the GTM Systems Lead at Harvey, you'll be responsible for designing and optimizing our Quote-to-Cash stack. This includes managing the integration across CPQ, billing, and finance systems, enhancing end-to-end CPQ workflows, and leading automation implementations in Salesforce. You will work closely with Revenue Operations and Finance to optimize deal velocity and maintain data integrity across the board.

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How does the GTM Systems Lead role contribute to Harvey's success?

The GTM Systems Lead plays a crucial role in Harvey's success by ensuring that our Marketing and Sales tech stack is robust and scalable. By optimizing our tools and processes, you will enable our teams to move faster and with greater efficiency, helping Harvey maintain its competitive edge in the market by delivering high-quality services to clients seamlessly.

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What is the team culture like at Harvey for the GTM Systems Lead?

The culture at Harvey for a GTM Systems Lead is vibrant and innovative, emphasizing collaboration and teamwork. As part of a dynamic, high-growth startup, you'll find yourself among some of the most talented professionals from top tech companies, sharing ideas and driving the company's vision forward. Harvey encourages an environment of continuous learning, where your contributions significantly shape how we redefine professional services.

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What are the growth opportunities for a GTM Systems Lead at Harvey?

Joining as a GTM Systems Lead at Harvey opens up substantial growth opportunities. The role allows you to lay the groundwork for scalable GTM infrastructure, contributing directly to the company's trajectory. As Harvey scales, you can expect opportunities to take on increased responsibilities, influence key strategies, and even participate in high-level decision-making that impacts the future of the company.

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Common Interview Questions for GTM Systems Lead
Can you describe your experience with Salesforce CPQ and its impact on productivity?

When answering this question, it’s essential to highlight specific projects where you've utilized Salesforce CPQ effectively. Discuss how you've implemented strategies that streamlined processes, improved quoting accuracy, or enhanced deal velocity. Mention any significant metrics that demonstrate the positive impact of your work on team productivity.

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How do you approach integrating different sales and billing systems?

Discuss your methodology for integration, including any specific tools or frameworks you've used. Explain how you assess system compatibility, address data integrity issues, and ensure that all teams can rely on a single source of truth. This showcases your organized approach and deep understanding of technical environments.

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What steps do you take to ensure the integrity of data in your workflows?

Focus on the importance of consistent data validation techniques, such as regular audits and monitoring dashboards. Share tools or processes you've implemented to maintain high data integrity and outline how this contributes to better decision-making within teams.

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How do you prioritize tasks when managing multiple integrations in a fast-paced environment?

Explain your time management strategies. Discuss how you prioritize initiatives based on business needs, deadlines, and complexity. Providing examples of how you successfully balanced these integrations in previous roles can strengthen your response.

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Can you describe a challenging problem you faced in a previous role and how you solved it?

Use the STAR method (Situation, Task, Action, Result) to outline a specific challenge related to GTM processes. Emphasize your problem-solving skills and illustrate how your actions led to a successful resolution, improving efficiencies or outcomes as a result.

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What is your experience with revenue recognition processes?

Be prepared to discuss any frameworks you have worked with, such as ASC 606. Explain your role in ensuring compliance, handling contract lifecycle management, and how you communicated these processes with different departments to promote understanding within the organization.

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How do you stay updated on trends in sales technology?

Share your strategies for continuous learning, such as attending industry conferences, participating in webinars, or following thought leaders in sales technology. This shows your dedication to professional growth and awareness of evolving trends that could impact your role.

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What are your favorite Salesforce automation features, and how have you implemented them?

Discuss specific features of Salesforce automation that you find useful, such as workflows or process builder. Explain situations where you've implemented these features successfully to reduce manual tasks, streamline processes, or improve team efficiency.

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How do you measure the success of your GTM initiatives?

Describe metrics that you find valuable, such as deal velocity, lead conversion rates, or CRM engagement metrics. Discuss how you analyze these metrics and use them to make informed decisions about processes to enhance the overall GTM strategy.

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Why do you want to work at Harvey as a GTM Systems Lead?

In your response, express your enthusiasm for Harvey's innovative approach to AI in the legal sector and the company's impressive growth trajectory. Connect your skills and experiences to how they align with the company's mission, emphasizing your eagerness to contribute to its success.

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Harvey is a trusted generative AI company headquartered in San Francisco, California. We provide a suite of AI products tailored to lawyers and law firms across practice areas and workflows.

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Full-time, on-site
DATE POSTED
March 19, 2025

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