Client Partner

Hebbia AI•New York, NY

1d•Onsite

About The Position

Hebbia is an AI platform for investors and bankers that generates alpha and drives upside. Founded in 2020 and backed by prominent investors, Hebbia powers investment decisions for major financial institutions. Our flagship product, Matrix, provides industry-leading AI-driven analysis, trusted to help manage over $30 trillion in assets globally. We deliver intelligence that gives finance professionals a competitive edge by uncovering hidden signals, surfacing opportunities, and accelerating decisions. The Client Partnership team plays a critical role in guiding customers through their journey with Hebbia to retain and grow revenue. As a Client Partner, you will ensure customers realize meaningful value from Hebbia by driving adoption, solving problems, and positioning our platform as essential to their success. This role combines 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. This role is based in our New York City office in SoHo.

Requirements

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.

Nice To Haves

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.

Responsibilities

Ensure customers are maximizing their use of Hebbia by driving adoption of key features, inspiring engagement, and delivering measurable business impact within their workflows.
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.
Triage customer needs across support resources, solving problems quickly and coordinating cross-functionally to remove blockers.
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.
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.
Understand the commercial context of customer contracts, flag risks, and identify opportunities to retain and grow revenue, contributing or even owning renewals.
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.