Client Partner

About the role

This role is based out of our New York City office in SoHo.

Role Description

• 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.
• 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.
• 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.

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