The leading AI platform for finance, used by the world's leading asset managers, investment banks, law firms and Fortune 500 companies. Backed by Index, a16z and GV.
About the role
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.
What they're looking for
- 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
More about this role
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.
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...
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