Client Partner

page_title Back to jobs Client Partner London, UK; New York City Apply About Hebbia The AI platform for investors and bankers that generates alpha and drives upside. Founded in 2020 by George Sivulka and backed by Peter Thiel and Andreessen Horowitz, Hebbia powers investment decisions for BlackRock , KKR , Carlyle , Centerview , and 40% of the world’s largest asset managers. Our flagship product, Matrix, delivers industry-leading accuracy, speed, and transparency in AI-driven analysis. It is trusted to help manage over $30 trillion in assets globally. We deliver the intelligence that gives finance professionals a definitive edge. Our AI uncovers signals no human could see, surfaces hidden opportunities, and accelerates decisions with unmatched speed and conviction. We do not just streamline workflows. We transform how capital is deployed, how risk is managed, and how value is created across markets. Hebbia is not a tool. Hebbia is the competitive advantage that drives performance, alpha, and market leadership. About the Client Partner Team Our Client Partnership team plays a critical role guiding customers through their journey with Hebbia to retain and grow revenue. As a Client Partner, you’ll ensure customers realize meaningful value from Hebbia by driving adoption, solving problems, and positioning our platform as essential to their success. You’ll combine strong product knowledge with analytical insight and trusted relationship management to move accounts through the lifecycle — from enablement to value realization, renewal, expansion, and advocacy. If you’re a self-starter who loves driving impact, thrives at the intersection of technology and relationships, and are curious about the future of AI in financial services, we’d love to hear from you. This role is based out of our New York City office in SoHo. Role Description Client Partners are highly responsive and action-oriented, collaborating closely with Sales/Pre-Sales, AI Strategy, Product, and Engineering teams as the tactical engine that executes against center of excellence strategies and collateral. This role is a blend of problem solver, project manager, product expert, and customer advocate - someone who can inspire adoption while rolling up their sleeves to ensure success at every step, particularly within the workflows of Hebbia’s customer base. What You’ll Do Customer adoption & value realization : Ensure customers are maximizing 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. Who You Are Meaningful experience in customer-facing enterprise SaaS roles (Customer Success, Account Management, or Consulting), ideally with significant exposure to financial services customers or workflows. A 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, organized, and action-oriented ; skilled at managing multiple priorities in a fast-moving environment. Excited to work in person 5 days per week. 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 In consideration of market analysis and relevant factors, the 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. These ranges are inclusive of several career levels at Hebbia and will be narrowed during the interview process based on the candidate’s experience and qualifications. However, adjustments outside of this range may be considered for candidates whose qualifications significantly differ from those outlined in the job description. 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 #LI-Onsite Create a Job Alert Interested in building your career at Hebbia? Get future opportunities sent straight to your email. Create alert Apply for this job * indicates a required field Autofill with MyGreenhouse First Name * Last Name * Email * Phone Country * Phone * Resume/CV * Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile * Are you based in or willing to relocate to New York City? * Select... Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Hebbia’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. Gender Select... Are you Hispanic/Latino? Select... Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Veteran Status Select... Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at . How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. Submit application Powered by Greenhouse