AI Strategist, Principal

Location: New York, NY

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 high stakes decisions for BlackRock, KKR, Carlyle, Morgan Stanley, Centerview and many more of the world’s leading investment banks, investment firms, professional services firms, and corporates. Our flagship product, Matrix, delivers industry-leading accuracy, speed, and transparency in AI-driven analysis. It is trusted to help manage over $30 trillion in assets globally over 40% of the AUM.

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 pre-sales, post-sales, and product strategy–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 account management.

Role Description As a Principal AI Strategist, you will own and grow some of Hebbia’s most sophisticated and high-value client relationships in the global financial ecosystem. You will 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 deeply 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 deployments.

Who You Are

• A senior professional with 10+ years of experience in investment banking, institutional investments (private credit, private equity, hedge funds, asset management, investment research), professional services (accounting, consulting, insurance, corporate law), or Fortune 500 corporate finance roles with significant client-facing and leadership 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…