Hebbia
Client Partner
$75K–$220K
NYC · On-site · Full-time · Posted Mar 6, 2026
- Experience
- Meaningful experience requested; no specific minimum years stated. Bonus: 3+ years managing a portfolio of 10+ key SaaS accounts across Financial Services.
About the job
Guides financial-services customers through adoption and value realization of Hebbia’s AI platform, supporting retention, renewals, and account growth.
What you'll do
- Drive customer adoption, enablement, and measurable business impact, including prompt engineering and template building for customer workflows.
- Triage customer issues and coordinate with internal teams to remove blockers.
- Monitor account health, build stakeholder relationships, and support renewals and expansion with value insights.
What they ask for
- Meaningful experience in customer-facing enterprise SaaS roles such as Customer Success, Account Management, or Consulting.
- Proficiency in prompt engineering; willingness to learn AI applications in customer workflows.
- Strong analytical, problem-solving, relationship-building, and communication skills.
- Excited to work in person 5 days per week.
Nice to have
- Significant exposure to financial-services customers or workflows.
- Low-/no-code AI tool experience.
Pay
$75,000 and $150,000 (OTE); $150,000 and $220,000 (OTE, for those who meet Bonus qualifications)
Tools
Hebbia platform, LLMs
AI focus
Enable customers to apply AI and large language models to financial-services workflows, including prompt engineering and template building.
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