Client Partner, Hebbia

• Meaningful experience in customer-facing enterprise SaaS roles (Customer Success, Account Management, or Consulting), ideally with significant exposure to financial services customers or workflows
• A strong ownership mindset — you see white space or problems and take initiative to close gaps
• Distinctive analytical and problem-solving skills — able to interpret data, structure ambiguous questions, and quickly generate actionable solutions in complex customer environments
• Proficient in prompt engineering, preferably AI-native with low-/no-code tools, and eager to learn how they can transform workflows across Hebbia’s customer industries
• Excellent relationship builder and communicator — able to inspire adoption and present credibly to both end users and executives in financial institutions
• Highly responsive, organized, and action-oriented; skilled at managing multiple priorities in a fast-moving environment
• Excited to work in person 5 days per week

Desirable

• Our Client Partnership team plays a critical role guiding customers through their journey with Hebbia to retain and grow revenue
• As a Client Partner, you’ll ensure customers realize meaningful value from Hebbia by driving adoption, solving problems, and positioning our platform as essential to their success
• You’ll combine strong product knowledge with analytical insight and trusted relationship management to move accounts through the lifecycle — from enablement to value realization, renewal, expansion, and advocacy
• If you’re a self-starter who loves driving impact, thrives at the intersection of technology and relationships, and are curious about the future of AI in financial services, we’d love to hear from you
• Client Partners are highly responsive and action-oriented, collaborating closely with Sales/Pre-Sales, AI Strategy, Product, and Engineering teams as the tactical engine that executes against center of excellence strategies and collateral
• This role is a blend of problem solver, project manager, product expert, and customer advocate - someone who can inspire adoption while rolling up their sleeves to ensure success at every step, particularly within the workflows of Hebbia’s customer base
• Customer adoption & value realization: Ensure customers are maximizing their use of Hebbia by driving adoption of key features, inspiring engagement, and delivering measurable business impact within their workflows
• Product expertise: Build deep knowledge of the Hebbia platform; support customers in prompt engineering & template building tailored to their unique workflows; enable them to become confident, independent users and scale AI across their teams
• Problem solving & triage: Triage customer needs across support resources, solving problems quickly and coordinating cross-functionally to remove blockers
• Analytical insight: Track account health and usage trends; generate insights and prepare executive-ready materials to demonstrate value and influence expansion conversations with financial sponsors and stakeholders
• Relationship management: Build strong, trust-based relationships with day-to-day users and senior stakeholders at financial institutions, ensuring Hebbia is positioned as a credible AI partner
• Commercial savviness: Understand the commercial context of customer contracts, flag risks, and identify opportunities to retain and grow revenue, contributing or even owning renewals
• AI credibility: Stay curious and informed on AI trends and how large language models (LLMs) can be applied to financial services workflows; understand Hebbia’s technical and functional differentiation and communicate these credibly with clients