Client Partner

Job Title: Client Partner

About Hebbia

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

As a Client Partner, you will play a critical role guiding customers through their journey with Hebbia to retain and grow revenue. You will ensure customers realise meaningful value from Hebbia by driving adoption, solving problems, and positioning our platform as essential to their success.

Responsibilities

• Customer adoption & value realisation: Ensure customers are maximising 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.

Requirements

• 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 , 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, organised, and action-oriented; skilled at managing multiple priorities in a fast-moving environment.

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

OTE compensation range for this position is $75,000 and $150,000. The OTE range for those who meet Bonus qualifications is $150,000 and $220,000. OTE is defined as a combination of base salary and performance bonus, and is calculated at a 80/20 split. This position is eligible for a competitive equity grant with significant upside potential.

Life @ Hebbia

• PTO: Unlimited
• Insurance: Medical + Dental + Vision + 401K + Wellness Benefits
• Eats: Catered lunch daily + doordash dinner credit
• Parental leave policy: 3 months non-birthing parent, 4 months for birthing parent
• Fertility benefits: $15k lifetime benefit
• New hire equity grant: competitive equity package with unmatched upside potential