Client Partner, Hebbia
$75-150k
OTE
Listed range is a combination of base salary and bonus. Offers equity
SoHo, NYC
5 days a week in office
The leading AI platform for finance
Be an early applicant
The leading AI platform for finance
101-200 employees
Be an early applicant
$75-150k
OTE
Listed range is a combination of base salary and bonus. Offers equity
SoHo, NYC
5 days a week in office
101-200 employees
Company mission
To put capable AI in the hands of 1 billion people by 2030.
Role
Who you are
- 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
What the job involves
- 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
Our take
Hebbia is an AI platform that can actually keep up with the pace and complexity of modern decision-making. USed by the world's top asset management, investment banks, law firms, and Fortune 500 companies, Hebbi's "AI-powered analyst" helps team drive investment decisions. Instead of relying on chatbots or basic search tools, Hebbia allows AI agents to break down complicated work into clear, traceable actions so analysts and deal teams have a better way to automate their most time-intensive workflows.
That capability just expanded in a major way too, with Hebbia's acquisition of FlashDocs, a leading generative AI platform for enterprise-grade slide decks and report creation. FlashDocs already automates more than 10,000 slides per day fro top Ai and enterprise companies, and now its technology allows Hebbia users to generate investment memos, board materials, diligence summaries, and branded presentations in just seconds. By combining deep document analysis with automatic artifact creation, Hebbia is tackling some of the most tedious tasks in finance, consulting, an legal work.
This momentum has continues with major industry partnerships, including its recent integration with FactSet, one of the most trusted names in financial data. By bringing FactSet's market, company, an estimates data directly into the platform, analysts can now blend structured financial datasets with Hebbia's unstructured document intelligence in real time. Backed by investors such as a16z, Peter Thiel, Google Ventures, and Index, and already deployed across a third of the world's largest asset managements, Hebbia has quickly positioned itself as the AI platform capable of powering the next generation of knowledge work.
Steph
Company Specialist at Welcome to the Jungle
Meet the team
15 people
Meet Barry, GTM
Our mission
Partner with leading financial institutions to turn complex workflows into AI solutions and make Hebbia indispensable to their success.Company
Funding (last 2 of 3 rounds)
Jul 2024
$130m
SERIES B
Jul 2022
$28.6m
EARLY VC
Total funding: $159.7m
Company benefits
- Start-up equity
- Competitive Salary
- Office in Downtown NY
- Commuter benefits
- Flexible PTO
- Comprehensive medical, dental, and vision insurance
- Daily Catered Lunches
- Fertility HRA
- Parental Leave
Company values
- Cogency
- Compassion
- Running Hard
- Readiness
Company HQ
SoHo, New York, NY
Articles
Leadership
George Sivulka
(Founder & CEO)Founded Hebbia in 2020.
Danny Wheller
(VP of Business, Strategy & Growth)Previously spent 6 years at Palantir, working in Business Development and as the Global Head of Financial Services.
Tom Reeson Price
(VP of Sales)Previously spent nearly 4 years at AuditBoard as a Director/VP of EMEA> Prior to that, he was a Regional Manager of Enterprise at AppDynamics and held several Sales roles at HeadBox.
Jennifer Chittim
(Head of Customer Success)Previously the VP of Global Customer Success at Templafy, the VP of Customer Success & Account Management at Vi and Botify and the Head of CLient Partnerships (Account Management) at Wunderkind.
Aabhas Sharma
(Chief Technology Officer)Previously spent a decade across Sosh, Postmates, and Uber through two acquisitions, rising from Software Engineer to Director of EPD. Most recently, he was CTO of Found, scaling Series A through C.
Tom Navin
(Head of People)Previously spent 8 years at Latch, joining at a People Operations Manager before becoming the DIrector of People Operations and then VP of People.
Jillian Liu
(Head of Revenue Operations)Previously a Senior Director of Revenue Operations at Alloy. Prior to that, they spent nearly 4 years at Nightfall AI, holding Senior/VP Strategy & Operations roles.
Arjun Mahesh
(Head of Design)Previously the Head of Design at Verse and a Product Designer at Stripe.
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