Client Partner at Hebbia

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Asset Management, InvestmentIndustries

Requirements

Meaningful experience in customer-facing enterprise SaaS roles (Customer Success, Account Management, or Consulting), ideally with significant experience in financial services
Self-starter who loves driving impact and thrives at the intersection of technology and relationships
Curious about the future of AI in financial services
Based out of New York City office in SoHo
Highly responsive and action-oriented
Ability to collaborate closely with AI Strategy, Product, and Engineering teams
Blend of problem solver, project manager, product expert, and customer advocate
Experience working within workflows of investment banks, private equity firms, hedge funds, and other leading financial institutions
Stay curious and informed on AI trends and LLMs in financial services

Responsibilities

Drive customer adoption & value realization: Ensure customers maximize use of Hebbia by driving adoption of key features, inspiring engagement, and delivering measurable business impact within their workflows
Provide product expertise: Build deep knowledge of the Hebbia platform; support customers in prompt engineering & template building tailored to financial workflows; enable them to become confident, independent users and scale AI across their teams
Problem solving & triage: Triage customer needs across support resources, solve problems quickly, and coordinate cross-functionally to remove blockers
Deliver 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
Manage relationships: 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
Demonstrate commercial savviness: Understand the commercial context of customer contracts, flag risks, and identify opportunities to retain and grow revenue
Establish AI credibility: Stay informed on AI trends and how LLMs apply to financial services workflows; understand and communicate Hebbia’s technical and functional differentiation credibly with clients

Skills

Key technologies and capabilities for this role

Customer SuccessAccount ManagementRelationship ManagementProduct KnowledgeAnalytical InsightAdoption DrivingValue RealizationRenewal ManagementExpansionAI StrategyFinancial Services

Questions & Answers

Common questions about this position

Is this role remote or office-based?

This role is based out of the New York City office in SoHo.

What salary or compensation does this role offer?

This information is not specified in the job description.

What key skills are needed for the Client Partner role?

Key skills include strong product knowledge, analytical insight, trusted relationship management, problem-solving, and project management, particularly in financial workflows.

What is the company culture like at Hebbia?

Hebbia values self-starters who drive impact, thrive at the intersection of technology and relationships, and are curious about AI in financial services, with a collaborative environment across AI Strategy, Product, and Engineering teams.

What makes a strong candidate for this Client Partner position?

Strong candidates are highly responsive, action-oriented self-starters who excel in driving customer adoption, product expertise, problem-solving, and relationship management within financial institutions.

Hebbia

AI-powered browser extension for efficient information retrieval

About Hebbia

Hebbia.ai offers an AI-powered browser extension that enhances the traditional search function by understanding the context of user queries. This tool quickly highlights the most relevant information in lengthy documents, making it easier for users to find what they need. It is particularly useful for professionals such as researchers, financial analysts, legal experts, and software engineers who often work with extensive documentation. Unlike standard search tools, Hebbia's extension provides a more efficient way to sift through large amounts of text, improving information retrieval speed significantly. The company is currently in private beta, allowing early users to test the product, with plans to monetize through subscription fees or licensing agreements in the future. Hebbia aims to optimize workflows for its users by providing a solution that is 20 times faster than traditional methods.

New York City, New YorkHeadquarters

2020Year Founded

$155.3MTotal Funding

SERIES_BCompany Stage

Enterprise Software, AI & Machine LearningIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Risks

High development costs could strain Hebbia's financial resources as it scales operations.

Increased competition from established AI players may overshadow Hebbia's offerings.

Shifting focus to the legal sector may pose challenges in product adaptation.

Differentiation

Hebbia offers AI search with transparent processes, unlike black-box competitors.

The platform enhances traditional search with AI, improving document comprehension significantly.

Hebbia's AI tool is tailored for professionals in finance, law, and pharma sectors.

Upsides

Hebbia raised $130M, indicating strong investor confidence in its AI search platform.

The legal sector expansion offers new market opportunities for Hebbia's AI solutions.

Partnerships with financial firms validate Hebbia's market fit in AI-driven document search.

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