Strategic Accounts Leader, Finance

About Hebbia

The AI platform for investors and bankers that generates alpha and drives upside.

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 BlackRock, KKR, Carlyle, Centerview, and 40% of the world’s largest asset managers. 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 Strategic Accounts Team

Our Strategic Accounts team partners with the world’s leading financial institutions - including investment banks, hedge funds, private equity firms, credit investors, and global advisory platforms - to shape how frontier AI transforms their most critical workflows. These are Hebbia’s largest, most complex, and highest-impact relationships.

As a mission-critical pillar of Hebbia’s Engagement organization, the Strategic Accounts team sits at the intersection of enterprise relationship management, commercial growth, and applied AI. We work shoulder-to-shoulder with senior stakeholders across finance to uncover high-value use cases, architect AI-driven workflows, and drive adoption across sprawling global organizations.

Role Description

As a Strategic Accounts Lead, you will own and grow some of Hebbia’s most sophisticated and high-value client relationships in global finance. You’ll bring a blend of financial 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 bankers, advisors, or 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 financial clients across investment banking, hedge funds, private equity, credit, and advisory.
• Act as a trusted advisor to senior executives and deal teams, 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 in finance by codifying learnings and playbooks from our most strategic accounts.
  
  

Who You Are

• 10+ years of experience in investment banking, capital markets, advisory, or other senior finance roles with significant client-facing responsibilities.
• 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 relationship management, consultative sales, or advisory roles.
• Strong vertical knowledge across multiple areas of finance (e.g., public/private equity, hedge funds, credit, advisory).
• 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 and front-line deal teams 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

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