Strategic Accounts Leader, Finance at Hebbia

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Investment Banking, Private Equity, Asset ManagementIndustries

Requirements

10+ years of experience in investment banking, capital markets, advisory, or other senior finance roles with significant client-facing responsibilities
Proven ability to manage and grow enterprise-level client relationships across complex, global organizations
Commercial mindset with a track record of driving revenue growth through relationship management, consultative sales, or advisory roles
Strong vertical knowledge across multiple areas of finance (e.g., public/private equity, hedge funds, credit, advisory)
Strategic thinker with the ability to identify and quantify high-impact use cases and translate them into scalable solutions
Exceptional communication skills; able to engage credibly with C-suite executives and front-line deal teams

Responsibilities

Own end-to-end strategic relationships with Hebbia’s largest financial clients across investment banking, hedge funds, private equity, credit, and advisory
Act as a trusted advisor to senior executives and deal teams, helping them identify needle-moving use cases where Hebbia can deliver step-change efficiency and insight
Drive customer value and commercial growth by managing account plans, leading enterprise sales motions, and expanding Hebbia’s footprint across global organizations
Architect adoption playbooks, defining best practices for change management, stakeholder alignment, and quantifying ROI at scale
Partner cross-functionally with Product, Engineering, and Sales to translate client needs into product roadmap and co-develop new solutions
Shape Hebbia’s go-to-market strategy in finance by codifying learnings and playbooks from our most strategic accounts

Skills

Strategic Account Management

Client Relationship Management

Financial Expertise

AI Workflows

Enterprise Sales

Investment Banking

Private Equity

Hedge Funds

Commercial Growth

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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