Post-Sales Strategy & Operations Lead

About Hebbia The AI platform for investors and bankers that generates alpha and drives upside. 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. The Team Hebbia’s Operations function is a multi-faceted team responsible for driving commercial success, collaboration, and productivity across all GTM teams. The team is focused on driving increased efficiency via analytics, tooling, and strategic frameworks to accelerate Hebbia's pre and post-sales teams. The Role This role is focused on supporting the post-sales team (Client Partnerships, AI Strategy). You would play a critical role at Hebbia and be responsible for driving operational excellence of the post-sales organization, working closely with customer facing teams to own initiatives that accelerate customer value from ideation to execution. We’re looking for ambitious and highly skilled individuals with hands-on experience in operations and analytics, who can not only develop strategic frameworks but can translate ideas into flawlessly executed programs. A strong candidate requires a blend of strategic first-principles thinking, operational experience, and analytical expertise, with a hunger to build with tools to automate how the team works. If you enjoy solving challenging problems and building strong relationships and teams while doing so, we’d love to hear from you! This team works in person 5 days a week at our SoHo office in NYC. Responsibilities Act as a thought partner to post-sales teams and adjacent GTM leaders to uncover insights into the performance of the business, develop recommendations, and implement programs to enhance our post sales functions Lead strategic analyses to identify trends, gaps, and opportunities for process optimization; lead cross-functional projects to drive those optimizations Design, build and manage a model that guides resource allocation globally by vertical Partner with GTM Leadership to define vertical-specific coverage models and high impact activities across the customer lifecycle, linked to revenue outcomes. Monitor and report on vertical performance Drive risk & upsell forecasting and provide actionable recommendations and process improvements to manage at-risk accounts Ensure data cleanliness and accuracy within the GTM tech stack Support the post-sales teams’ operating cadence and business processes Serve as the connective tissue between post sales and the rest of the GTM organization Collaborate with Revenue Operations team on top-line metrics analyses, commission inquiries and disputes, and other ad hoc reporting requests Who You Are 5+ years of progressive experience in revenue/customer success/technical solutions strategy and operations or equivalent role at a high growth SaaS company; bonus if you have experience in management consulting or banking as well Excellent first principles thinking skills Strong analytical skills; ability to thoughtfully structure analyses, answer key business questions, and drive decision making This is a first-in-seat role, you’ll be working through high amounts of ambiguity and expected to work with senior leaders to prioritize initiatives Experience in fast-paced environments and be comfortable working both as part of a team and independently Demonstrated ability to prioritize workload and manage multiple concurrent projects Strong verbal and written communication skills; ability to work effectively with cross-functional teams Experience building Salesforce reports and dashboards, knowledge of how SFDC applications integrate with each other, and ability to enable team on SFDC best practices and related tools Familiarity with related GTM systems (Salesforce, Hubspot, Gong, Outreach, Apollo, Clay, etc.) Compensation The combined base + bonus compensation range (OTE) for this role is $160,000 - $220,000. This range is inclusive of several career levels at Hebbia and will be narrowed during the interview process based on the candidate’s experience and qualifications. Adjustments outside of this range may be considered for candidates whose qualifications significantly differ from those outlined in the job description. 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 #LI-Onsite