AI Strategist, Principal

Hebbia; New York (NY); On-site; USD 200,000 - 275,000; Full time

Benefits offered by this job

Unlimited PTO

Medical, Dental, and Vision insurance

401K and Wellness Benefits

Fertility benefits: $15k lifetime

Job summary

A leading AI platform for finance is seeking a Strategic Accounts leader in New York. This senior role involves managing key client relationships across investment banks and financial institutions, leveraging AI solutions to enhance decision-making. Candidates should have over 10 years of experience in finance, exceptional communication skills, and a strong commercial mindset. The position offers a competitive compensation range of $200,000 - $275,000, including unlimited PTO and various benefits.

Qualifications

• 10+ years of experience in relevant finance sectors.
• Proven ability to manage enterprise-level client relationships.
• Comfortable and excited about in-office work 5 days/week.

Responsibilities

• Own strategic relationships with top clients.
• Drive customer value and commercial growth.
• Partner cross-functionally to meet client needs.

Skills

Client relationship management

Commercial acumen

AI fluency

Strategic thinking

Exceptional communication

Job description

Overview

Hebbia is the leading AI platform for finance. Hebbia powers investment decisions for top asset managers and financial institutions with its flagship product, Matrix, delivering accuracy, speed, and transparency in AI-driven analysis.

We help finance professionals gain a definitive edge by surfacing signals, opportunities, and accelerated decision-making. Hebbia transforms how capital is deployed, how risk is managed, and how value is created across markets. Hebbia is the competitive advantage that drives performance and market leadership.

About the AI Strategy Team

Our AI Strategists are domain experts who bridge product, commercial strategy, and customer impact. They focus on embedding and expanding Hebbia use cases within customer environments to maximize ROI and transform how work gets done. They sit at the intersection of GTM, product, and post-sales, helping shape commercial strategy and expand Hebbia’s footprint globally. 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 SoHo NYC office.

Compensation & Benefits

OTE compensation range for this position is $200,000 - $275,000 (base plus bonus). Adjustments outside of this range may be considered for candidates whose qualifications differ from those outlined. This position is eligible for a competitive equity grant with upside potential.

PTO: Unlimited

Insurance: Medical + Dental + Vision + 401K + Wellness Benefits

Fertility benefits: $15k lifetime benefit

New hire equity grant: competitive equity package with upside potential