Solutions Engineer

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.

New York, United States
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.

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Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will own technical strategy from discovery through close for complex enterprise evaluations. You will conduct technical discovery, turn customer problems into solution frameworks, configure AI-powered workflows, and deliver live demos. You will identify risks, support Sales, and provide product feedback that informs positioning and roadmap decisions.

Requirements

  • 5+ years in a customer-facing technical role in complex enterprise sales environments
  • Experience with AI systems, data platforms, LLM-based workflows, or decision intelligence platforms
  • Experience earning trust from C-suite practitioners
  • Ability to structure ambiguous problems into defensible solution approaches
  • Experience selling to or performing analyst roles in banking, asset management, private markets, legal, or enterprise knowledge teams

Responsibilities

  • Own technical strategy from discovery through close in enterprise sales cycles
  • Lead technical discovery of customer workflows, data, constraints, and success criteria
  • Translate customer challenges into structured solution frameworks
  • Design and configure AI-powered workflows for evaluations
  • Deliver live demos and technical discussions for senior stakeholders
  • Identify risks, challenge assumptions, and develop mitigation strategies
  • Partner with Sales to improve win rates, deal velocity, and executive confidence
  • Provide product feedback to inform positioning and roadmap decisions

Benefits

  • Unlimited PTO
  • Medical coverage
  • Dental coverage
  • Vision coverage
  • 401K
  • Wellness benefits
  • Daily catered lunch
  • DoorDash dinner credit
  • Parental leave
  • Fertility benefit
  • New-hire equity grant
Solutions Engineer at Hebbia | JobStash