About the Role
- Hebbia is the leading AI platform for investors and bankers that generates alpha and drives upside. Founded in 2020 and backed by Peter Thiel and Andreessen Horowitz, Hebbia powers investment decisions for major financial institutions like BlackRock, KKR, Carlyle, and Centerview, managing over $30 trillion in assets globally. Our flagship product, Matrix, delivers industry-leading accuracy, speed, and transparency in AI-driven analysis, uncovering hidden opportunities and accelerating decisions for finance professionals. Hebbia aims to transform how capital is deployed, risk is managed, and value is created across markets.
- The AI Strategy Team comprises deep domain experts and problem-solvers who bridge product, commercial strategy, and customer impact. They understand user workflows and how Hebbia adds value, focusing on embedding and expanding Hebbia's use cases within customer environments to maximize ROI. This team operates at the intersection of GTM, product, and post-sales, shaping commercial strategy, leading deployment and early adoption, driving strategic growth initiatives post-sale, and partnering cross-functionally to inform product roadmap and sales strategy.
- This AI Strategist role is not a typical post-sales position. You will drive the strategic deployment and measurable value creation of Hebbia’s platform across top global financial institutions, playing a key role in shaping how AI transforms the enterprise. AI Strategists bring curiosity, critical thinking, commercial edge, and executive polish, moving seamlessly between strategic conversations and hands-on execution in a fast-moving environment. If you thrive on solving complex problems, building meaningful partnerships, and defining AI's role in finance, this role offers a unique opportunity. This role is based out of our New York City office (5 days per week).
Responsibilities
- Apply cutting-edge AI: Develop expertise with leading LLMs (Opus 4.6, GPT-5.2, Gemini 3, etc.), become a SME in Hebbia’s product and features, and apply to complex professional settings and workflows
- Build domain expertise: Develop an intimate understanding of the complex banking, financial and legal workflows of our users (e.g., credit agreements, lease documents, etc.)
- Become a core advisor: Deeply understand our customer stakeholders, drive value and growth as a trusted AI advisor
- Drive value-backed growth: Identify and capture value with customers, serving as a key driver of our land-and-expand commercial strategy
- Optimize processes for scale: Define and constantly enhance internal processes and workflows to shape the post-sales team and improve our customer experience
- Own in ambiguity: Operate with autonomy and clarity in fast-moving, unstructured environments - quickly distill complex problems, learn on the fly, and drive toward actionable solutions across customer and product needs
Requirements
- Bachelor’s degree, preferably in Finance, Economics, Computer Engineering, or Pre-Law
- 1-5 years of client-facing experience in top-tier investment banking, institutional investing, corporate law, corporate finance, or consulting roles; relevant internship experience can be considered for recent grads
- Strong ownership mindset with a demonstrated track record of outperformance, value creation, and expanded responsibilities
- Experience and comfort with leading LLM models and tools; we want to hear about what you’ve built/tested/researched
Qualifications
- 5-10 years of client-facing experience with an emphasis on relationship-building
- Strong commercial acumen and experience driving revenue expansion, particularly deploying AI/SaaS into enterprise organizations
- Technical startup and/or founder experience, building systems and processes for scale
- LLM technical knowledge and practical experience implementing into professional workflows
Benefits
- Unlimited PTO
- Medical + Dental + Vision + 401K + Wellness Benefits
- 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