Senior Client Partner, AI Strategy for Finance

Location NYC Employment Type Full time Location Type On-site Department AI Strategy About Hebbia The AI platform for investors and bankers that generates alpha and drives upside. Founded in 2020 by George Sivulka and backed by Peter Thiel and Andreessen Horowitz, Hebbia powers investment decisions for BlackRock, KKR, Carlyle, Centerview, and 40% of the world’s largest asset managers. Our flagship product, Matrix, delivers industry-leading accuracy, speed, and transparency in AI-driven analysis. It is trusted to help manage over $30 trillion in assets globally. We deliver the intelligence that gives finance professionals a definitive edge. Our AI uncovers signals no human could see, surfaces hidden opportunities, and accelerates decisions with unmatched speed and conviction. We do not just streamline workflows. We transform how capital is deployed, how risk is managed, and how value is created across markets. Hebbia is not a tool. Hebbia is the competitive advantage that drives performance, alpha, and market leadership. About the Client Partner Team 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. This role is based out of our New York City office in SoHo. Role Description 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. What You’ll Do 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. 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. 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. Bonus 3+ years of experience managing a portfolio of 10+ key accounts for SaaS products across Financial Services accounts. Exhibits strong commercial instincts, consistently exceeding NRR numbers across assigned accounts, proactively expanding account relationships and driving upsell opportunities. Has built and/or scaled an AM or CS function at a high-growth SaaS company with complex products and user needs, preferably in Financial Services. Compensation In consideration of market analysis and relevant factors, the OTE compensation range for this position is $75,000 and $150,000. The OTE range for those who meet Bonus qualifications is $150,000 and $220,000. OTE is defined as a combination of base salary and performance bonus, and is calculated at a 80/20 split. This position is eligible for a competitive equity grant with significant upside potential. These ranges are inclusive of several career levels at Hebbia and will be narrowed during the interview process based on the candidate’s experience and qualifications. However, adjustments outside of this range may be considered for candidates whose qualifications significantly differ from those outlined in the job description. Life @ Hebbia PTO: Unlimited Insurance: Medical + Dental + Vision + 401K + Wellness Benefits Eats: Catered lunch daily + doordash dinner credit Parental leave policy: 3 months non-birthing parent, 4 months for birthing parent Fertility benefits: $15k lifetime benefit New hire equity grant: competitive equity package with unmatched upside potential #J-18808-Ljbffr