Latest AI JobsBrowse Jobs
Hebbia logo

Client Partner

HebbiaNYCPost-Sales
Apply on company site
Salary
Not listed
Job type
Full-time
Posted
6 Mar 2026
Status
Open · checked 7d ago

About this role

Hebbia is hiring a full-time Client Partner to join the Post-Sales team in New York City. This on-site role suits a self-motivated professional eager to drive customer adoption and manage enterprise accounts in the financial services sector.

Role Overview

The Client Partner acts as a tactical engine, problem solver, project manager, and product expert within the Post-Sales department. Working out of the SoHo office in NYC five days a week, this position focuses on guiding customers through their lifecycle with the platform. Responsibilities include driving adoption, solving user needs, tracking account health, and positioning the AI platform as an essential tool for top financial institutions and asset managers.

Key Responsibilities

Ensure customers maximize platform usage by driving adoption of key features, increasing engagement, and delivering measurable business impact.
Build deep platform knowledge to assist clients with prompt engineering and template building tailored to specific workflows.
Triage customer needs, resolve issues quickly, and collaborate cross-functionally with Sales, AI Strategy, Product, and Engineering teams.
Track account health, monitor usage trends, and prepare executive-ready materials to demonstrate value and influence expansion conversations.
Establish trust-based relationships with both daily platform users and senior stakeholders at financial institutions.
Identify commercial risks and opportunities to retain and grow revenue, contributing to or managing contract renewals.
Maintain current knowledge of AI trends, large language models, and how technical differentiation applies to financial services.

Requirements

Meaningful experience in customer-facing enterprise SaaS roles such as Customer Success, Account Management, or Consulting, with exposure to financial services.
Strong ownership mindset with the ability to take initiative, solve ambiguous problems, and close operational gaps.
Distinctive analytical capabilities to interpret data and generate actionable solutions in complex environments.
Proficiency in prompt engineering, preferably using AI-native or low- and no-code tools.
Excellent communication skills to present credibly to end users and executives alike.
Highly responsive, organized, and capable of managing multiple priorities in a fast-moving setting.
Ability to work on-site in the New York City office five days per week.

Nice to Have

Three or more years of experience managing a portfolio of ten or more key enterprise SaaS accounts within financial services.
Strong commercial instincts with a track record of exceeding net retention rate (NRR) numbers, expanding relationships, and driving upsell opportunities.
Experience building or scaling an account management or customer success function at a high-growth SaaS company with complex products.

Skills and Tools

Enterprise SaaS account management and customer success methodologies
Prompt engineering and template building for AI platforms
Data analysis, account health tracking, and executive presentation preparation
Cross-functional collaboration across product, engineering, and sales teams
Relationship management and stakeholder communication in financial services

Salary and Benefits

On-Target Earnings (OTE) range between $75,000 and $150,000, calculated at an 80/20 base and performance bonus split.
OTE range for candidates meeting bonus qualifications is $150,000 to $220,000.
Competitive equity grant with significant upside potential.
Unlimited paid time off (PTO).
Comprehensive medical, dental, vision, 401K, and wellness benefits.
Daily catered lunches and DoorDash dinner credits.
Parental leave offering four months for birthing parents and three months for non-birthing parents.
Fertility benefits including a $15,000 lifetime benefit.

About the Company

Founded in 2020 by George Sivulka and backed by investors like Peter Thiel and Andreessen Horowitz, Hebbia builds AI platforms for investors and bankers to generate alpha and drive upside. The company powers investment decisions for major financial institutions including BlackRock, KKR, Carlyle, and Centerview Partners, with its flagship product Matrix helping manage over $30 trillion in global assets.

How to Apply

Interested candidates should visit the official Hebbia careers page to submit an application for the Client Partner position.

Questions candidates ask

Where is this job located?

This position is based out of Hebbia's office in the SoHo neighborhood of New York City and requires working on-site five days per week.

What is the salary or OTE range for the Client Partner role?

The OTE range is $75,000 to $150,000, while candidates who meet bonus qualifications have an OTE range between $150,000 and $220,000, calculated on an 80/20 split. A competitive equity grant is also included.

What background is required for this position?

Candidates need meaningful experience in customer-facing enterprise SaaS roles such as Customer Success, Account Management, or Consulting, ideally with exposure to financial services.

What benefits are offered at Hebbia?

Benefits include unlimited PTO, medical, dental, vision, 401K, wellness perks, daily catered lunches, DoorDash dinner credits, parental leave, a $15k lifetime fertility benefit, and new hire equity.

How do I apply for this role?

You can apply by visiting the official Hebbia careers page.

Ready to apply?

The application is on the official Hebbia careers page.

Apply on company site