Post-Sales Strategy & Operations Lead, Hebbia
$160-220k
OTE
+ Equity
5 days a week in office (SoHo, NYC)
The leading AI platform for finance
Be an early applicant
The leading AI platform for finance
101-200 employees
Be an early applicant
$160-220k
OTE
+ Equity
5 days a week in office (SoHo, NYC)
101-200 employees
Company mission
To put capable AI in the hands of 1 billion people by 2030.
Role
Who you are
- We’re looking for ambitious and highly skilled individuals with hands-on experience in operations and analytics, who can not only develop strategic frameworks but can translate ideas into flawlessly executed programs
- A strong candidate requires a blend of strategic first-principles thinking, operational experience, and analytical expertise, with a hunger to build with tools to automate how the team works
- If you enjoy solving challenging problems and building strong relationships and teams while doing so, we’d love to hear from you!
- 5+ years of progressive experience in revenue/customer success/technical solutions strategy and operations or equivalent role at a high growth SaaS company; bonus if you have experience in management consulting or banking as well
- Excellent first principles thinking skills
- Strong analytical skills; ability to thoughtfully structure analyses, answer key business questions, and drive decision making
- This is a first-in-seat role, you’ll be working through high amounts of ambiguity and expected to work with senior leaders to prioritize initiatives
- Experience in fast-paced environments and be comfortable working both as part of a team and independently
- Demonstrated ability to prioritize workload and manage multiple concurrent projects
- Strong verbal and written communication skills; ability to work effectively with cross-functional teams
- Experience building Salesforce reports and dashboards, knowledge of how SFDC applications integrate with each other, and ability to enable team on SFDC best practices and related tools
- Familiarity with related GTM systems (Salesforce, Hubspot, Gong, Outreach, Apollo, Clay, etc.)
What the job involves
- Hebbia’s Operations function is a multi-faceted team responsible for driving commercial success, collaboration, and productivity across all GTM teams
- The team is focused on driving increased efficiency via analytics, tooling, and strategic frameworks to accelerate Hebbia's pre and post-sales teams
- This role is focused on supporting the post-sales team (Client Partnerships, AI Strategy)
- You would play a critical role at Hebbia and be responsible for driving operational excellence of the post-sales organization, working closely with customer facing teams to own initiatives that accelerate customer value from ideation to execution
- Act as a thought partner to post-sales teams and adjacent GTM leaders to uncover insights into the performance of the business, develop recommendations, and implement programs to enhance our post sales functions
- Lead strategic analyses to identify trends, gaps, and opportunities for process optimization; lead cross-functional projects to drive those optimizations
- Design, build and manage a model that guides resource allocation globally by vertical
- Partner with GTM Leadership to define vertical-specific coverage models and high impact activities across the customer lifecycle, linked to revenue outcomes. Monitor and report on vertical performance
- Drive risk & upsell forecasting and provide actionable recommendations and process improvements to manage at-risk accounts
- Ensure data cleanliness and accuracy within the GTM tech stack
- Support the post-sales teams’ operating cadence and business processes
- Serve as the connective tissue between post sales and the rest of the GTM organization
- Collaborate with Revenue Operations team on top-line metrics analyses, commission inquiries and disputes, and other ad hoc reporting requests
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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