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You will ensure customers realise meaningful value from Hebbia by driving adoption, solving problems, and positioning our platform as essential to their success.</p>\n<p>Responsibilities</p>\n<ul>\n<li>Customer adoption &amp; value realisation: Ensure customers are maximising their use of Hebbia by driving adoption of key features, inspiring engagement, and delivering measurable business impact within their workflows.</li>\n<li>Product expertise: Build deep knowledge of the Hebbia platform; support customers in prompt engineering &amp; template building tailored to their unique workflows; enable them to become confident, independent users and scale AI across their teams.</li>\n<li>Problem solving &amp; triage: Triage customer needs across support resources, solving problems quickly and coordinating cross-functionally to remove blockers.</li>\n<li>Analytical insight: Track account health and usage trends; generate insights and prepare executive-ready materials to demonstrate value and influence expansion conversations with financial sponsors and stakeholders.</li>\n<li>Relationship management: Build strong, trust-based relationships with day-to-day users and senior stakeholders at financial institutions, ensuring Hebbia is positioned as a credible AI partner.</li>\n<li>Commercial savviness: Understand the commercial context of customer contracts, flag risks, and identify opportunities to retain and grow revenue, contributing or even owning renewals.</li>\n<li>AI credibility: Stay curious and informed on AI trends and how large language models (LLMs) can be applied to financial services workflows; understand Hebbia&#39;s technical and functional differentiation and communicate these credibly with clients.</li>\n</ul>\n<p>Requirements</p>\n<ul>\n<li>Meaningful experience in customer-facing enterprise SaaS roles (Customer Success, Account Management, or Consulting), ideally with significant exposure to financial services customers or workflows.</li>\n<li>Strong ownership mindset , you see white space or problems and take initiative to close gaps.</li>\n<li>Distinctive analytical and problem-solving skills , able to interpret data, structure ambiguous questions, and quickly generate actionable solutions in complex customer environments.</li>\n<li>Proficient in prompt engineering, preferably AI-native with low-/no-code tools , and eager to learn how they can transform workflows across Hebbia&#39;s customer industries.</li>\n<li>Excellent relationship builder and communicator , able to inspire adoption and present credibly to both end users and executives in financial institutions.</li>\n<li>Highly responsive, organised, and action-oriented; skilled at managing multiple priorities in a fast-moving environment.</li>\n</ul>\n<p>Bonus</p>\n<ul>\n<li>3+ years of experience managing a portfolio of 10+ key accounts for SaaS products across Financial Services accounts.</li>\n<li>Exhibits strong commercial instincts, consistently exceeding NRR numbers across assigned accounts, proactively expanding account relationships and driving upsell opportunities.</li>\n<li>Has built and/or scaled an AM or CS function at a high-growth SaaS company with complex products and user needs, preferably in Financial Services.</li>\n</ul>\n<p>Compensation</p>\n<p>OTE compensation range for this position is $75,000 and $150,000. The OTE range for those who meet Bonus qualifications is $150,000 and $220,000. OTE is defined as a combination of base salary and performance bonus, and is calculated at a 80/20 split. 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This long-term undertaking brings the world’s best scientists, engineers, and business professionals into one lab together to accomplish this.</p>\n<p>In pursuit of this mission, our Go To Market (GTM) team is responsible for helping customers learn how to leverage and deploy our highly capable AI products across their business. The team is made of Sales, Solutions, Support, Marketing, and Partnership professionals that work together to create valuable solutions that will help bring AI to as many users as possible.</p>\n<p><strong>About the role</strong></p>\n<p>As an Account Director focused on Financial Services you will own executive-level relationships with leading Financial Services organizations. You’ll help these companies safely and effectively deploy OpenAI’s technology to accelerate financial data analysis, automate backend operations, drive AI-powered research, and personalize customer engagement.</p>\n<p>This role blends literacy, technical depth, business acumen, and relationship-driven enterprise sales. You will collaborate closely with researchers, engineers, and financial services solution strategists to design secure, compliant, and high-impact AI deployments.</p>\n<p>This role is based in New York City. We use a hybrid work model of three days in the office per week and offer relocation assistance to new employees.</p>\n<p><strong>In this role, you’ll:</strong></p>\n<ul>\n<li>Manage a focused portfolio of Financial Services accounts, developing long-term strategic account plans</li>\n</ul>\n<ul>\n<li>Lead complex, multi-stakeholder sales cycles spanning banks, hedge funds, and asset managers</li>\n</ul>\n<ul>\n<li>Partner with solutions and research engineering to design pilots that demonstrate measurable business impact</li>\n</ul>\n<ul>\n<li>Collaborate with compliance, privacy, and security teams to ensure responsible deployment of AI in regulated environments</li>\n</ul>\n<ul>\n<li>Own a revenue and consumption target; manage forecasts and pipeline reporting</li>\n</ul>\n<ul>\n<li>Monitor industry and regulatory trends to guide customer and product strategy</li>\n</ul>\n<ul>\n<li>Represent OpenAI at industry conferences and thought-leadership events (e.g., Money2020)</li>\n</ul>\n<ul>\n<li>Partner cross-functionally with marketing, partnerships, and communications to build the Financial Services go-to-market motion</li>\n</ul>\n<p><strong>You might thrive in this role if you:</strong></p>\n<ul>\n<li>14+ total years selling complex enterprise software or platform-as-a-service solutions</li>\n</ul>\n<ul>\n<li>4+ years selling to Financial Services</li>\n</ul>\n<ul>\n<li>Proven success achieving annual revenue targets &gt;$2M+ in regulated industries</li>\n</ul>\n<ul>\n<li>Experience managing C-suite relationships</li>\n</ul>\n<ul>\n<li>Strong understanding of financial services workflows</li>\n</ul>\n<ul>\n<li>Demonstrated ability to design and execute complex deal and partnership strategies</li>\n</ul>\n<ul>\n<li>Are customer-centric and can translate complex business needs into transformative AI solutions</li>\n</ul>\n<ul>\n<li>Are a builder who enjoys designing scalable systems and repeatable sales motions from the ground up</li>\n</ul>\n<ul>\n<li>Are a strategist who anticipates industry shifts and guides enterprise customers through them</li>\n</ul>\n<ul>\n<li>Are energized by ambiguity and motivated to create structure and clarity across complex, cross-functional engagements</li>\n</ul>\n<p><strong>About OpenAI</strong></p>\n<p>OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artificial intelligence benefits all of humanity. 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This long-term undertaking brings the world’s best scientists, engineers, and business professionals into one lab together to accomplish this.</p>\n<p>In pursuit of this mission, our Go To Market (GTM) team is responsible for helping customers learn how to leverage and deploy our highly capable AI products across their business. The team is made of Sales, Solutions, Support, Marketing, and Partnership professionals that work together to create valuable solutions that will help bring AI to as many users as possible.</p>\n<p><strong>About the role</strong></p>\n<p>As an Account Director focused on Insurance you will own executive-level relationships with leading Insurance organizations. You’ll help these companies safely and effectively deploy OpenAI’s technology to accelerate financial data analysis, automate backend operations, drive AI-powered research, and personalize customer engagement.</p>\n<p>This role blends literacy, technical depth, business acumen, and relationship-driven enterprise sales. You will collaborate closely with researchers, engineers, and financial services solution strategists to design secure, compliant, and high-impact AI deployments.</p>\n<p>This role is based in New York City. We use a hybrid work model of three days in the office per week and offer relocation assistance to new employees.</p>\n<p><strong>In this role, you’ll:</strong></p>\n<ul>\n<li>Manage a focused portfolio of Financial Services, specifically Insurance accounts, developing long-term strategic account plans</li>\n</ul>\n<ul>\n<li>Lead complex, multi-stakeholder sales cycles</li>\n</ul>\n<ul>\n<li>Partner with solutions and research engineering to design pilots that demonstrate measurable business impact</li>\n</ul>\n<ul>\n<li>Collaborate with compliance, privacy, and security teams to ensure responsible deployment of AI in regulated environments</li>\n</ul>\n<ul>\n<li>Own a revenue and consumption target; manage forecasts and pipeline reporting</li>\n</ul>\n<ul>\n<li>Monitor industry and regulatory trends to guide customer and product strategy</li>\n</ul>\n<ul>\n<li>Represent OpenAI at industry conferences and thought-leadership events (e.g., Money2020)</li>\n</ul>\n<ul>\n<li>Partner cross-functionally with marketing, partnerships, and communications to build the Financial Services go-to-market motion</li>\n</ul>\n<p><strong>You might thrive in this role if you:</strong></p>\n<ul>\n<li>14+ total years selling complex enterprise software or platform-as-a-service solutions</li>\n</ul>\n<ul>\n<li>4+ years selling to Financial Insurance organizations</li>\n</ul>\n<ul>\n<li>Proven success achieving annual revenue targets &gt;$2M+ in regulated industries</li>\n</ul>\n<ul>\n<li>Experience managing C-suite relationships</li>\n</ul>\n<ul>\n<li>Strong understanding of financial services workflows</li>\n</ul>\n<ul>\n<li>Demonstrated ability to design and execute complex deal and partnership strategies</li>\n</ul>\n<ul>\n<li>Are customer-centric and can translate complex business needs into transformative AI solutions</li>\n</ul>\n<ul>\n<li>Are a builder who enjoys designing scalable systems and repeatable sales motions from the ground up</li>\n</ul>\n<ul>\n<li>Are a strategist who anticipates industry shifts and guides enterprise customers through them</li>\n</ul>\n<ul>\n<li>Are energized by ambiguity and motivated to create structure and clarity across complex, cross-functional engagements</li>\n</ul>\n<p><strong>About OpenAI</strong></p>\n<p>OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artificial intelligence benefits all of humanity. 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