Client Partner

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 — sees white space or problems and takes 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.
• 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 & Benefits

• OTE compensation range: $75,000 - $150,000 (80/20 base/bonus split)
• OTE for those meeting Bonus qualifications: $150,000 - $220,000
• Competitive equity grant with significant upside potential
• Unlimited PTO
• Medical, Dental, Vision, 401K, Wellness Benefits
• Catered lunch daily + DoorDash dinner credit
• Parental leave: 3 months non-birthing parent, 4 months for birthing parent
• Fertility benefits: $15k lifetime benefit