Principal AI Strategist
Hebbia is an AI platform for institutional finance that lets teams use AI agents to research, analyze, and produce work across complex document and data sets.
Funding history
About Hebbia
Hebbia provides institutional-intelligence software for financial organizations. Its Max and Matrix products support agentic research, analysis, and traceable workflows across firm data and external financial sources.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will own strategic relationships with major financial-services clients and identify high-impact AI use cases. You will manage account plans and enterprise sales motions, build adoption playbooks, quantify ROI, expand customer usage, and translate client needs into product roadmap and go-to-market strategy.
Requirements
- 10+ years of experience in finance, professional services, or corporate finance with client-facing leadership responsibilities
- Ability to manage and grow enterprise client relationships
- Commercial experience driving revenue growth
- Finance domain knowledge
- Ability to identify, quantify, and scale high-impact use cases
- Communication skills for C-suite and senior stakeholders
- Ability to work in the SoHo NYC office 5 days per week
Responsibilities
- Own strategic relationships with major clients
- Advise senior executives on high-impact AI use cases
- Manage account plans and enterprise sales motions
- Expand enterprise adoption and customer value
- Create adoption and change-management playbooks
- Quantify ROI at scale
- Translate client needs into product roadmap
- Codify deployment learnings into go-to-market strategy
Benefits
- Unlimited PTO
- Medical insurance
- Dental insurance
- Vision insurance
- 401K
- Wellness benefits
- Catered daily lunch
- DoorDash dinner credit
- Parental leave
- $15k lifetime fertility benefit
- Equity grant