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AI Strategist, Strategic Accounts

Hebbia

AI Strategist, Strategic Accounts

Hebbia

New York City

·

On-site

·

Full-time

·

2w ago

About Hebbia

Hebbia is the leading AI platform for finance. Founded in 2020 by George Sivulka and backed by Peter Thiel and Andreessen Horowitz, Hebbia powers investment decisions for Black Rock, KKR, Carlyle, Centerview, and 40% of the world’s largest asset managers. Hebbia’s clients also include leading investment banks, law firms, and professional services firms. Our flagship product, Matrix, delivers industry-leading accuracy, speed, and transparency in AI-driven analysis. It is trusted to help manage over $15 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 AI Strategy Team

Our AI Strategists are deep domain experts and problem-solvers who bridge product, commercial strategy, and customer impact. They understand deeply the manual drain of our users’ workflows and the myriad ways Hebbia provides value, and are focused on embedding and expanding Hebbia use cases within customer environments to maximize ROI and transform how work gets done.

As we continue to scale in hypergrowth, our AI Strategists sit at the intersection of GTM, product, and post-sales - helping shape commercial strategy and expanding our footprint across the global financial industry landscape. The team owns deployment and early adoption, leads strategic growth initiatives post-sale, and partners cross-functionally to inform product roadmap, sales strategy, and executive account management.

Role Description

As a Strategic Accounts leader on AI Strategy, you will own and grow some of Hebbia’s most sophisticated and high-value client relationships in the global financial ecosystem. You’ll bring a blend of subject matter expertise, relationship management, and commercial acumen to land Hebbia across multiple divisions and expand usage enterprise-wide.

This is a senior, client-facing role suited for experienced investment bankers, institutional investors, corporate lawyers, accountants, management consultants or corporate finance executives who can engage at the highest levels of the industry and translate complex business needs into transformative AI solutions.

What You’ll Do

  • Own end-to-end strategic relationships with Hebbia’s largest clients across investment banking, private equity, private credit, traditional asset managers, hedge funds, professional services firms (consulting, accounting, insurance, law), and Fortune 500 corporate finance.

  • Act as a trusted advisor to senior executives, helping them identify needle-moving use cases where Hebbia can deliver step-change efficiency and insight.

  • Drive customer value and commercial growth by managing account plans, leading enterprise sales motions, and expanding Hebbia’s footprint across global organizations.

  • Architect adoption playbooks, defining best practices for change management, stakeholder alignment, and quantifying ROI at scale.

  • Partner cross-functionally with Product, Engineering, and Sales to translate client needs into product roadmap and co-develop new solutions.

  • Shape Hebbia’s go-to-market strategy by codifying learnings and playbooks from our most strategic accounts.

Who You Are

  • 10+ years of experience in investment banking, institutional investments or investment research, professional services (accounting, consulting, insurance, corporate law), or Fortune 500 corporate finance roles with significant client-facing responsibilities.

  • Deep AI curiosity is a must, AI native fluency is a big plus.

  • Proven ability to manage and grow enterprise-level client relationships across complex, global organizations.

  • Commercial mindset with a track record of driving revenue growth through investment outcomes, relationship management, consultative sales, or advisory roles.

  • Strong vertical knowledge across multiple areas of the broad finance ecosystem.

  • Strategic thinker with the ability to identify and quantify high-impact use cases and translate them into scalable solutions.

  • Exceptional communication skills; able to engage credibly with C-suite executives, senior stakeholders, and technology or AI leaders alike.

  • Entrepreneurial spirit and comfort operating in a high-growth, fast-changing environment.

  • Comfortable and excited about in-person, in-office work 5 days/week in our So Ho NYC office.

Compensation

In consideration of market analysis and relevant factors, the OTE compensation range for this position is set between $225,000 - $300,000 (combination of base salary and bonus). However, adjustments outside of this range may be considered for candidates whose qualifications significantly differ from those outlined in the job description. This position is eligible for a competitive equity grant with upside potential.

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

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About Hebbia

Hebbia

Hebbia

Series B

Hebbia is an American technology company that develops artificial intelligence and automation tools for financial and legal research. The company was founded in 2020 by George Sivulka, a former Stanford University PhD student, with its headquarters in New York City.

51-200

Employees

New York

Headquarters

$1.3B

Valuation

Reviews

4.0

27 reviews

Work Life Balance

3.6

Compensation

4.2

Culture

4.2

Career

4.3

Management

3.6

78%

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Pros

Cutting-edge technology stack and interesting technical challenges

Competitive compensation packages with equity

Strong engineering culture with focus on code quality

Cons

Internal politics in some teams

Organizational changes and restructuring can be disruptive

Some legacy systems that need modernization

Salary Ranges

7 data points

Junior/L3

Junior/L3 · Analyst

1 reports

$138,000

total / year

Base

$120,000

Stock

-

Bonus

-

$138,000

$138,000

Interview Experience

62 interviews

Difficulty

3.4

/ 5

Duration

14-28 weeks

Offer Rate

37%

Experience

Positive 66%

Neutral 20%

Negative 14%

Interview Process

1

Phone Screen

2

Technical Interview

3

System Design

4

Behavioral

5

Team Fit

Common Questions

Tell me about a challenging project

System design question

Coding problem

Why this company