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About the Role
Hebbia is seeking a Forward-Deployed Product Manager to assist financial institutions in implementing AI solutions within their workflows. This role involves owning customer engagements from problem identification through to measurable business impact, working directly with clients and engineers to build solutions using Hebbia's products and platform.
Responsibilities
- Lead customer discovery to understand business problems, current workflows, available data, and implementation constraints; agree on scope and measurable success criteria.
- Work with sales and customer teams to assess new opportunities, shape feasible first engagements, and identify where AI can deliver meaningful value.
- Translate customer needs into requirements, workflow designs, prototypes, and delivery plans for engineers.
- Partner with engineers on integrations, data access, permissions, and AI behavior; make product decisions and resolve dependencies during implementation.
- Lead the day-to-day delivery relationship with customer stakeholders, communicating progress, surfacing risks, and managing changes.
- Validate solutions against representative customer tasks, define acceptance criteria, and resolve quality issues before rollout.
- Own rollout, user enablement, and adoption; measure the deployed workflow's business outcome and address gaps.
- Identify patterns across engagements and collaborate with product and engineering teams to create reusable capabilities and deployment practices.
- Work onsite with customers and travel regularly for discovery, implementation, and rollout.
Requirements
- Experience shipping software with engineering teams and independently leading customer implementations from discovery through adoption.
- Experience delivering for customers under pressure, navigating conflicting stakeholder priorities, and constructively challenging requests.
- Technical fluency with APIs, integrations, and data systems, with the ability to investigate problems and make practical tradeoffs with engineers.
- Strong product and commercial judgment: able to define a valuable first release, assess delivery effort, and make clear recommendations with incomplete information.
- Clear communication with executives, end users, and engineers; able to explain technical constraints and build agreement on a practical plan.
- Hands-on use of AI tools to build prototypes, analyze data, and investigate workflow problems.
- Willingness to own delivery details, test solutions, troubleshoot issues, and ensure customer success.
- Comfortable traveling regularly and working onsite with customers, including multi-day visits during discovery and deployment.
- Experience with enterprise software deployments, financial services workflows, or AI-powered applications is a strong plus.
Skills
- APIs
- Integrations
- Data systems
- AI tools
- Prototyping
- Data analysis
- Workflow problem investigation
- Enterprise software deployment
- Financial services workflows
- AI-powered applications
Location
- Onsite
Work Type
- Full-time
- Onsite
Experience Level
- Mid-level
- Senior
Salary/Compensations
- $180,000 to $320,000
Benefits
- Unlimited PTO
- Medical, Dental, and Vision Insurance
- 401K
- Catered lunch daily
- DoorDash dinner credit
- 3 months non-birthing parent parental leave
- 4 months birthing parent parental leave
- Fertility benefits: $15K lifetime benefit
- Competitive new hire equity grant
About the Company
- Hebbia is an 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.
- Powers investment decisions for BlackRock, KKR, Carlyle, Centerview, and 40% of the world's largest asset managers.
- Flagship product, Matrix, delivers industry-leading accuracy, speed, and transparency in AI-driven analysis.
- Trusted to help manage over $30 trillion in assets globally.
- Delivers intelligence that gives finance professionals a definitive edge.
- AI uncovers signals no human could see, surfaces hidden opportunities, and accelerates decisions with unmatched speed and conviction.
- Transforms how capital is deployed, risk is managed, and value is created across markets.
- Hebbia is the competitive advantage that drives performance, alpha, and market leadership.