Post-Sales Strategy & Operations Lead

Job Title: Post-Sales Strategy & Operations Lead

Location: New York City

About Hebbia

Hebbia is an AI platform that generates alpha and drives upside for investors and bankers. Founded in 2020, it powers investment decisions for major asset managers.

The Role

We're looking for a Post-Sales Strategy & Operations Lead to support our post-sales team (Client Partnerships, AI Strategy). As a key member of our Operations function, you will drive operational excellence of the post-sales organization, working closely with customer-facing teams to own initiatives that accelerate customer value from ideation to execution.

Responsibilities

• Act as a thought partner to post-sales teams and adjacent GTM leaders to uncover insights into the performance of the business, develop recommendations, and implement programs to enhance our post-sales functions
• Lead strategic analyses to identify trends, gaps, and opportunities for process optimization; lead cross-functional projects to drive those optimizations
• Design, build and manage a model that guides resource allocation globally by vertical
• Partner with GTM Leadership to define vertical-specific coverage models and high-impact activities across the customer lifecycle, linked to revenue outcomes. Monitor and report on vertical performance
• Drive risk & upsell forecasting and provide actionable recommendations and process improvements to manage at-risk accounts
• Ensure data cleanliness and accuracy within the GTM tech stack
• Support the post-sales teams' operating cadence and business processes
• Serve as the connective tissue between post sales and the rest of the GTM organization
• Collaborate with Revenue Operations team on top-line metrics analyses, commission inquiries and disputes, and other ad-hoc reporting requests

Requirements

• 5+ years of progressive experience in revenue/customer success/technical solutions strategy and operations or equivalent role at a high-growth SaaS company; bonus if you have experience in management consulting or banking as well
• Excellent first-principles thinking skills
• Strong analytical skills; ability to thoughtfully structure analyses, answer key business questions, and drive decision-making
• This is a first-in-seat role, you'll be working through high amounts of ambiguity and expected to work with senior leaders to prioritize initiatives
• Experience in fast-paced environments and be comfortable working both as part of a team and independently
• Demonstrated ability to prioritize workload and manage multiple concurrent projects
• Strong verbal and written communication skills; ability to work effectively with cross-functional teams
• Experience building Salesforce reports and dashboards, knowledge of how SFDC applications integrate with each other, and ability to enable team on SFDC best practices and related tools
• Familiarity with related GTM systems (Salesforce, Hubspot, Gong, Outreach, Apollo, Clay, etc.)

What We Offer

• The combined base + bonus compensation range (OTE) for this role is $160,000 - $220,000.
• Unlimited PTO
• Medical + Dental + Vision + 401K + Wellness Benefits
• Catered lunch daily + doordash dinner credit
• 3 months non-birthing parent, 4 months for birthing parent parental leave policy
• $15k lifetime fertility benefits
• Competitive equity package with unmatched upside potential