Client Partner

NYC. Posted 8 months ago

The role

Client Partners drive customer adoption and value realization for the Hebbia AI platform. They manage relationships with financial institutions, solve technical problems, and identify opportunities to grow revenue.

What you will do

Drive customer adoption and measurable business impact
Build deep knowledge of the Hebbia platform
Support customers in prompt engineering and template building
Triage customer needs and coordinate cross-functionally to remove blockers
Track account health and usage trends
Prepare executive-ready materials to demonstrate value
Build trust-based relationships with users and senior stakeholders
Identify opportunities to retain and grow revenue
Communicate Hebbia's technical and functional differentiation to clients

Required qualifications

Experience in customer-facing enterprise SaaS roles (Customer Success, Account Management, or Consulting)
Strong ownership mindset
Analytical and problem-solving skills
Proficient in prompt engineering
Excellent relationship builder and communicator
Highly responsive, organized, and action-oriented
Excited to work in person 5 days per week

Nice to have

Significant exposure to financial services customers or workflows
Proficient with AI-native or low-/no-code tools
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
Has built and/or scaled an AM or CS function at a high-growth SaaS company with complex products

Benefits

Unlimited PTO
Medical + Dental + Vision
401K
Wellness Benefits
Catered lunch daily
Doordash dinner credit
3 months non-birthing parent parental leave
4 months birthing parent parental leave
$15k lifetime fertility benefit
Competitive equity package

About the company

Hebbia is an AI platform for investors and bankers that powers investment decisions for 40% of the world’s largest asset managers. Founded in 2020, it uses its flagship product, Matrix, to deliver AI-driven analysis.