# Client Partner

**Company:** [Hebbia](https://hotfix.jobs/companies/hebbia)
**Location:** New York, NY
**Role:** Customer Success
**Salary:** $75k – $150k/yr
**Experience:** 0+ years
**Skills:** Customer Success, Account Management, Enterprise Saas, Prompt Engineering, Financial Services, Relationship Management, Data Analysis, Cross-Functional Collaboration, Ai/Llm Applications, Nrr/Revenue Growth
**Posted:** 2026-03-06

> Guide enterprise financial services customers through Hebbia adoption and value realization as a trusted Client Partner. Drive feature adoption, manage relationships, solve problems cross-functionally, and own renewals and expansion.

## Job Description

## 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

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