Forward Deployed Banker (AI Strategist)

Hebbia AI•New York, NY

12h•Onsite

About The Position

Hebbia is seeking AI Strategists to join their AI Strategy Team. This role is for deep domain experts and problem-solvers who bridge product, commercial strategy, and customer impact. AI Strategists will focus on embedding and expanding Hebbia use cases within customer environments to maximize ROI and transform how work gets done. The role sits at the intersection of GTM, product, and post-sales, helping shape commercial strategy and expanding the company's footprint across the global financial industry. The team owns deployment and early adoption, leads strategic growth initiatives post-sale, and partners cross-functionally to inform product roadmap, sales strategy, and executive account management. This is not a typical post-sales role; you’ll drive the strategic deployment and measurable value creation of Hebbia’s platform across top global financial institutions, shaping how AI transforms the enterprise. AI Strategists bring curiosity, critical thinking, commercial edge, and executive polish, moving seamlessly between strategic conversations and hands-on execution in a fast-moving environment. This role is based out of the New York City office and requires 5 days per week in office.

Requirements

Bachelor’s degree, preferably in Finance, Economics, Computer Engineering, or Pre-Law.
1-5 years of client-facing experience in investment banking, institutional investments (private credit, private equity, hedge funds, asset management, investment research), professional services (accounting, consulting, insurance, corporate law), or Fortune 500 corporate finance roles with significant client-facing and leadership responsibilities.; relevant internship experience can be considered for recent grads.
Strong ownership mindset with a demonstrated track record of outperformance, value creation, and expanded responsibilities.
Experience and comfort with leading LLM models and tools; we want to hear about what you’ve built/tested/researched.

Nice To Haves

5-10 years of client-facing experience with an emphasis on relationship-building.
Strong commercial acumen and experience driving revenue expansion, particularly deploying AI/SaaS into enterprise organizations.
Technical startup and/or founder experience, building systems and processes for scale.
LLM technical knowledge and practical experience implementing into professional workflows.

Responsibilities

Develop expertise with leading LLMs (Opus 4.6, GPT-5.2, Gemini 3, etc.), become a SME in Hebbia’s product and features, and apply to complex professional settings and workflows.
Develop an intimate understanding of the complex banking, financial and legal workflows of our users (e.g., credit agreements, lease documents, etc.).
Deeply understand our customer stakeholders, drive value and growth as a trusted AI advisor.
Identify and capture value with customers, serving as a key driver of our land-and-expand commercial strategy.
Define and constantly enhance internal processes and workflows to shape the post-sales team and improve our customer experience.
Operate with autonomy and clarity in fast-moving, unstructured environments - quickly distill complex problems, learn on the fly, and drive toward actionable solutions across customer and product needs.