Client Partner, Hebbia
$115-150k
OTE
OTE includes bonus. + New hire equity grant
5 days a week in office (SoHo, NY)
The leading AI platform for finance
Be an early applicant
The leading AI platform for finance
101-200 employees
Be an early applicant
$115-150k
OTE
OTE includes bonus. + New hire equity grant
5 days a week in office (SoHo, NY)
101-200 employees
Company mission
To put capable AI in the hands of 1 billion people by 2030.
Role
Who you are
- 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
- 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
- Comfortable with large language models (OpenAI, Anthropic, Gemini, etc.), and eager to learn how they can transform workflows across investment banking, private equity, asset management, and related 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 Customer Success 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
- Client Partners are highly responsive and action-oriented, collaborating closely with 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 investment banks, private equity firms, hedge funds, and other leading financial institutions
- 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 financial 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
- 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 the AI platform for finance, used by the world's leading asset managers, investment banks, law firms and Fortune 500 companies.
The product orchestrates "AI agents" that accurately tackle the most complex tasks by breaking them down into understandable actions. Users can collaborate with AI to extract, structure, and analyze millions of documents at scale, allowing for full workflow autonomation's with generative AI.
They have raised $160M in funding from a16z, Peter Thiel, Index Ventures, Google Ventures, and others.
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
- Comprehensive health, dental and vision coverage
- 401k
- Daily catered lunch
- Unlimited PTO
- Fertility benefits
- Paid parental leave
Company values
- Cogency
- Compassion
- Running Hard
- Readiness
Company HQ
SoHo, New York, NY
Articles
Leadership
George Sivulka
(CEO)Danny Wheller
(VP Business & Strategy)Tom Reeson Price
(VP Sales)Jennifer Chittim
(Head of Customer Success)Rob Day
(Head of Engineering)Tom Navin
(Head of People)Jillian Liu
(Head of Revenue Operations)Arjun Mahesh
(Head of Design)
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