The title is SDR but we are looking for driven individuals who want to help us sell Heron into our existing and new industry vertical, whether you have past sales experience or not. The focus of the role will be traditional outbound sales, but can also include a range of go-to-market (GTM) activities like marketing and partnerships - whatever it takes to grow pipeline. You'll get to work alongside Heron's co-founders and other experienced, proven sellers and learn directly from them. This role is an amazing way to break into software sales and progress into an Account Executive or a similar role in the future.
No prior full-time experience required: if you come from a commercial background - or have a track record of being seriously competitive at anything - and want to play a meaningful role in the growth of a fast-moving company, we'd love to hear from you.
Hear about the role from Chase - one of our SDR’s here.
Note: this is a sales role, so if you're applying, don't just send us your CV. Get creative and sell us on you!
The opportunity
Huge untapped revenue potential: Heron is growing quickly despite historically under-investing in sales. We now serve 190+ customers and are growing faster than ever. You will help lead the charge as we continue to grow, and share in that growth by earning commission on sales that you source.
Personal growth opportunities: as we grow, we're able to offer Herons larger and different opportunities. Looking at the SDRs we've hired before: one is now a senior seller, and another works in sales while also leading go-to-market efforts across marketing and partnerships. Depending on your ambitions, this role could develop in many ways.
An environment where you can do your best work: it's a cliché, but we truly believe it. Underpinning our rapid growth is a lean, scrappy and committed team of ~60 across New York and London. We have a very flat structure where you'll work directly with our founders and other leaders in the company every day. For someone early in their career in tech, it's an unmatched opportunity to join an established, but still small and fast-growing startup.
This is a hands-on role focused on growing revenue and bringing in new customers. Examples of what you might do:
Prospect, qualify, and book demos with new customers via email, LinkedIn, cold call, in-person and other outbound channels
Support and eventually lead customer demos and trials, from initial setup through to handoff or close
Follow up diligently after calls and demos - whether that's sending recaps, chasing next steps, or coordinating internal follow-ups
Track pipeline progress and share learnings with the team to improve our go-to-market approach
Experiment with other go-to-market approaches, including paid marketing, partnerships, and anything else that might help us drive pipeline and revenue
Ultimately we want motivated and ambitious individuals who:
Want to sell
Don’t have a ton of sales experience already
Want to work in a fast-paced impact-focused environment
What kind of person could this be?
Entrepreneurial recent graduate - maybe without much formal or full-time experience, but demonstrated sales acumen and ability to hustle in other contexts (e.g. student businesses, side projects, internships, competing at a high level in sport)
Commercial generalist in a startup or professional services/consulting with some exposure to sales or customer work - now looking to double down on a sales and growth role
Anyone else who fits the above criteria
Regardless of specific background, our ideal hire will be:
Execution-focused: you move fast, follow through, and get things done without a lot of hand-holding
Commercially sharp: you understand what makes a customer tick and enjoy the challenge of selling into a new market
Clear communicator: you're direct, thoughtful, and good at tailoring your message to your audience
Curious and coachable: you're hungry to learn, ask good questions, and improve every week
Above all else, we value people who want to make an impact in their work. Here are some of the behaviours that we expect of all Herons:
Scrappy and creative: when faced with an obstacle, you will either overcome it by pure determination (i.e., by hand), or find an unconventional approach or 'hack' to navigate it.
Persistent: you may not always find the right answer or person immediately, but you're motivated to keep on trying until you do so. You'll go the extra mile - including Flying to Gainesville - if that's what it takes.
Pilot not passenger: at a fast-growing company like Heron we need people who jump on opportunities unprompted and drive them to a great outcome, rather than folks who wait to be told what to do.
Excited to work in a fast-paced, high-growth, team-based environment: we aim to move quickly and decisively, but together. You'll be a great team player and do what it takes for the team to succeed.
Competitive compensation, including commission and equity (note that the upper end of the salary range advertised includes commission)
Based full-time and in-person in our NYC office, with frequenr travel to customers (across the country) and approximately annual company retreats
Your choice of top-of-the-line equipment to fit out your desk in our office
Competitive benefits package: health, dental, vision with partial coverage for dependents; 401K; uncapped PTO; parental leave
Free mental health support via Spill - on-demand access to therapy
Weekly company lunches and breakfasts
Applicants from any background and gender are welcome and we have a zero tolerance policy on discrimination
1 or 2 initial 'get to know you' conversations
Sales Interview - a task which roughly represents the work we would expect from you
Team interviews - 2-3 hours in-person, mix of skills-based and behavioral interviews
References
We are Heron Data, a Series A stage company based in New York and London.
At Heron, we use the latest advances in AI and LLMs to eliminate the underwriting tax on small businesses and help SMBs get access to financial services. Our software handles emails, analyzes attachments, and takes actions like updating CRMs or requesting more info to execute workflows end-to-end for our customers. We serve a range of businesses, including some of the world's largest fintechs, banks, specialty finance companies and commercial insurers.
Our largest product automates underwriting for small business lenders and other specialty finance companies. We eliminate cumbersome manual processes and enable our customers to provide their services with much greater speed, precision, and fairness.
We are a rapidly growing company with 190+ customers in financial services and beyond who trust us to be embedded in critical processes - without us, their businesses stop. We analyse hundreds of thousands of documents and over 20 million individual bank transactions every day for our customers. We continue to grow into more segments and workflows and we think there's much more we can do!
We are a lean, scrappy and committed team with a flat structure and collaborative culture. Our team brings together a wealth of experience from great tech companies including Facebook, Spotify, Revolut and many other startups from around the world.
With team members from five different continents, we embrace multiculturalism and diversity. From company events to everyday interactions, we make sure everyone feels welcome and accommodate all cultural and dietary requirements.
Since our launch in September 2020, at the end of the S20 batch, we've experienced a lot of growth! Today, we have $13M in ARR. Read more about our mission here.
The title says Account Executive. The job, as one of our AEs puts it, is closer to a mini-GM: you own a book of business, set your own commercials, and lead a cross-functional team to get deals closed and customers live.
Hear Freddie - one of our top Sellers - talk about selling at Heron here.
Huge untapped revenue potential: Heron is growing quickly and sales is still catching up to the potential of our product. We serve over 190 customers but that is still a tiny share of the market. You'll take real territory from day one and share in our growth via uncapped commission and equity.
Run your own book like a mini-GM: you'll own a book of accounts. We have playbooks for what works, but pricing and deal structure are yours to negotiate. Our deals move fast - you are typically selling to C-level; if you get a kick out of quick negotiations, you'll get the adrenaline without being the stereotypical 'pushy salesperson'.
The seat with the upside: as AI eats more software, distribution matters more, not less - and sales, done well, is usually the highest-paid job at any company. If you've been in a post-sales or deployment seat doing most of the stakeholder and technical work while someone else took home the commission, you already know how deals actually get done. Here, the upside is yours.
A team of outliers, not a sales mill: sales at Heron started with one of our founders (Jamie) personally closing dozens of customers. The sellers we've hired since came from strategy consulting, deployment, Product, and other non-traditional sales roles. They learned alternative finance fast and now close our largest deals. We're not hiring for a rolodex. And if you're weighing a career change into sales: make it here. You'll be working with people who made the same jump, the only part we can't supply is that you want to do it.
Personal growth opportunities: sales is the fastest route up at most companies. Depending on your ambitions, this role could develop into closing very large and complex deals, sales leadership, or owning go-to-market for one of our newer markets. And if you want to start your own company one day, running deals with product and engineering at your back is - we think - the best way to learn how to do it.
An environment where you can do your best work: we promote an outcome-focused, low-bureaucracy work environment with an emphasis on impact. We're ~60 people across New York and London, still lean, scrappy and committed to our customers. The ideal candidate will value and thrive in this type of environment.
Note: this is a sales role, so if you're applying, don't just send us your CV. Get creative and sell us on you!
Full sales cycle: as an Account Executive, you will handle the full sales cycle, including prospecting for and qualifying leads, and moving those leads through to close. You'll use a mix of high-volume outbound and more specific, account-based techniques.
Direct a cross-functional deal team: when you're working a large deal at Heron, you're effectively directing product, engineering and deployment around your customer. You'll interact with many prospects every day, build deep relationships with customers as they become users, and have a front-row seat and real input into what we build next.
Be present with our customers: working out of our New York office in Hudson Square, you'll be traveling regularly across the US to conferences, industry events and customer sites to ensure we are top of mind for decision makers in our customers. Our top sellers spend around 5 days a month in person with customers.
We care more about slope than resume keywords. Our ideal hire will have:
A track record of excellence in a competitive, client-facing field: that might be 3+ years of B2B sales with strong quota attainment. It might equally be top-bucket performance in consulting, a post-sales or deployment seat at a technical company where you carried the real work of deals, or founding a company. Some of our best sellers had never carried a quota before Heron.
Evidence you can sell: if you've carried a number, show us the attainment. If you haven't, show us persuasion some other way: clients won, money raised, a side business built - or simply the application you send us (see the note above).
Product and people minded: you know how to enter an unfamiliar room, cut through the noise, and find where the value is - and you're comfortable selling a technical product (e.g. that uses APIs, AI/LLMs). You'll need to be credible with a head of underwriting and a CTO in the same meeting.
Entrepreneurial spirit: an ownership mindset, results-driven and the ability to move quickly.
Above all else, we value people who want to make an impact in their work. Here are some of the behaviours that we expect the ideal candidate will exhibit:
Be scrappy and creative: when faced with an obstacle, you will either overcome it by pure determination, or find an unusual approach to navigate it.
Be persistent: you may not always find the right answer or person immediately, but you're motivated to keep on trying until you do so. You'll go the extra mile - including showing up at their office - if that's what it takes.
Be metrics-driven: you thrive on meeting and smashing through your targets, and are motivated by having your impact on the business measured and visible.
Excited to work in a fast-paced, high-growth, but kind team-based environment: we aim to move quickly and decisively, but together. You'll be a great team player, and do what it takes for the team to succeed. You value diversity and inclusion in the workplace and understand best practices for building products and a business as part of a team.
Competitive compensation, including equity and uncapped commission. Please note that advertised salary is the expected OTE of base + commission, but we do not cap commission and you'll earn commission on every deal you work on.
Based full-time and in-person in our NYC office with frequent travel to customers (across the country) and roughly annual Company Offsites.
Your choice of top-of-the-line equipment to fit out your desk in our office
Competitive benefits package: health, dental, vision with partial coverage for dependents; 401K; uncapped PTO; parental leave
Free on-demand access to therapy via Spill
Weekly company lunches and breakfasts
Applicants from any background and gender are welcome and we have a zero tolerance policy on discrimination
1 or 2 initial 'get to know you' conversations
Take-home challenge - a task which roughly represents the work we would expect from you
Team interviews - 2-3 hours in-person, mix of skills-based and behavioural interviews
References
We are Heron Data, a Series A stage company based in New York and London.
At Heron, we use the latest advances in AI and LLMs to eliminate the underwriting tax on small businesses and help SMBs get access to financial services. Our software handles emails, analyzes attachments, and takes actions like updating CRMs or requesting more info to execute workflows end-to-end for our customers. We serve a range of businesses including some of the world's largest fintechs, banks and other specialty finance companies, commercial insurers, and more.
Our largest product automates underwriting for small business lenders and other specialty finance companies. We eliminate cumbersome manual processes and enable our customers to provide their services with much greater speed, precision, and fairness.
We are a rapidly growing company with over 190 customers in financial services and beyond who trust us to be embedded in critical processes - without us, their businesses stop. We analyze hundreds of thousands of documents a day, including over 20 million individual bank transactions daily for our customers. We continue to grow into more segments and workflows: further into lending, banking, insurance. And we think there's much more we can do!
We are a lean, scrappy and committed team with a flat structure and collaborative culture. Our team brings together a wealth of experience from gFreat tech companies including Facebook, Spotify, Revolut and many other startups from around the world.
With team members from five different continents, we embrace multiculturalism and diversity. From company events to everyday interactions, we make sure everyone feels welcome and accommodate all cultural and dietary requirements.
Since our launch in September 2020, at the end of the S20 batch, we've experienced a lot of growth! Today, we serve over 190 customers and $13M in ARR. Read more about our mission here
We're looking for our first Head of Sales to build, lead, and scale new logo revenue at Heron. Heron sells AI software that automates document-heavy underwriting and back-office workflows for specialty finance - SMB funders, brokers, equipment finance and commercial insurance companies. We're past $13M in ARR and growing quickly; this role owns the road to $40M and beyond. You'll partner day-to-day with Jamie (co-founder and CRO) and work closely with product and engineering to build and lead the sales org as we grow.
Two things to know before you apply: this is a full-time, in-person role in our NYC office (most of the team is in every day), and it's a hands-on, player-coach seat - you'll carry a quota yourself while scaling the team.
This is a hands-on (\"player-coach\") role focused on driving revenue and building the sales function, including specifically:
Lead our existing team of AEs and SDRs - a small, high-slope group who came into sales from non traditional backgrounds - and hire, onboard, and coach the next wave as we scale
Develop and refine Heron's sales motion (ICP, messaging, pricing, deal structure, sales stages)
Partner closely with founders, product, and engineering to translate customer pain into clear value propositions
Build and manage pipeline, forecasts, and revenue targets with a strong bias toward accuracy and accountability
Establish and refine our sales processes, tooling, and metrics (CRM, reporting, enablement materials)
Help shape broader go-to-market strategy across sales, partnerships, and potentially customer success
This role is a great fit if you want back into the messy, high-ownership stage: ~$13M on the way to $50M, deals where product sits at the table with you, a young team you get to shape. It's the wrong fit if what you're after is a mature brand, a finished playbook, remote flexibility, or a pure people-management seat.
Our ideal hire will:
Have done our stage before
You were a member of or helped lead a sales org from under ~$12M to over $40M ARR (the more the better). We're equally interested if you were a top AE or front-line manager through that journey and have held sales leadership since - what matters is that you've seen the road we're on. A long career at big, mature companies without early-stage scar tissue is unlikely to be the right background. One more thing: revenue here means ARR.
Love selling and building at the same time
You're energised by being in the deals - especially early, messy ones - and you're excited to build structure after learning what actually works. You're comfortable wearing many hats and know how to prioritise impact over polish in the early days.
Have strong early-stage sales instincts
You know how to sell ambiguous, technical products without relying on heavy brand recognition or mature processes. You're thoughtful about deal qualification, pricing, and positioning, and you learn quickly from wins and losses.
Be scale-minded, but action-oriented
You don't over-engineer sales processes too early, but you do think ahead. You care about building something that will scale - and you know when it's time to formalise, document, and hire.
Be a clear, credible communicator
You can talk to technical and non-technical stakeholders alike, earn trust quickly, and clearly articulate value to customers, investors, and internal teams. Our buyers are C-level at specialty finance companies; you'll need to be credible with a CEO and a head of underwriting in the same meeting.
Here are some of the behaviours we expect of all Herons:
Scrappy and creative
When faced with a tough prospect, stalled deal, or unclear path forward, you find a way. You're resourceful, adaptable, and willing to try unconventional approaches.
Persistent
You don't give up when deals get hard or timelines slip. You follow up, dig deeper, and keep pushing until you get to a clear outcome. You'll go the extra mile - including showing up at their office - if that's what it takes.
Pilot, not passenger
You proactively identify opportunities, test ideas, and drive them to completion. You don't wait for perfect direction - you create momentum.
Excited to work in a fast-paced, high-growth - but kind - team environment
You thrive in environments with speed, ownership, and collaboration. You care deeply about the team's success and are willing to roll up your sleeves wherever needed.
Competitive compensation, including equity and upside tied to the revenue you build.
Based full-time, and in-person in our NYC office, with frequent travel to customers. Roughly annual company offsites.
Your choice of top-of-the-line equipment to fit out your desk in our office.
Competitive benefits package: health, dental, vision with partial coverage for dependents; 401K; uncapped PTO; parental leave.
Free on-demand access to therapy via Spill.
Weekly company lunches and breakfasts.
Applicants from any background and gender are welcome and we have a zero tolerance policy on discrimination.
Initial conversation with Jamie, our co-founder and CRO
In-person conversations and working sessions with our founders and the GTM team
References - we take these seriously and go deep
We are Heron Data, a Series A stage company based in New York and London.
At Heron, we use the latest advances in AI and LLMs to eliminate the underwriting tax on small businesses and help SMBs get access to financial services. Our software handles emails, analyses attachments, and takes actions like updating CRMs or requesting more info to execute workflows end-to-end for our customers. We serve a range of businesses, including some of the world's largest fintechs, banks, specialty finance companies and commercial insurers.
Our largest product automates underwriting for small business lenders and other specialty finance companies. We eliminate cumbersome manual processes and enable our customers to provide their services with much greater speed, precision, and fairness.
We are a rapidly growing company with 190+ customers in financial services and beyond who trust us to be embedded in critical processes - without us, their businesses stop. We analyse tens of thousands of documents and over 20 million individual bank transactions every day for our customers. We continue to grow into more segments and workflows: further into lending, banking, insurance. And we think there's much more we can do!
We are a lean, scrappy and committed team with a flat structure and collaborative culture. Our team brings together a wealth of experience from great tech companies including Facebook, Spotify, Revolut and many other startups from around the world.
With team members from five different continents, we embrace multiculturalism and diversity. From company events to everyday interactions, we make sure everyone feels welcome and accommodate all cultural and dietary requirements.
Since our launch in September 2020, at the end of the S20 batch, we've experienced a lot of growth! Today, we have over $13M in ARR. Read more about our mission here.
We are seeking high-performing NYC-based engineers of any level to help us solve more of our customers’ problems. We are looking for folks who are excited about designing elegant technical solutions and shipping great code frequently. If you are looking for a fresh challenge at a fast-growing AI startup - we would love to hear from you!
This is a hands-on (‘individual contributor’) role focused on building product that will solve our customers’ problems, including specifically:
Designing, building and maintaining backend services and APIs
Designing and building new UI/web components
Developing new integrations to third party services and AI models
Help triage bugs, investigate production incidents, and contribute to postmortems and root cause analysis
Participating in code reviews, collaborating across technical and non-technical teams and stakeholders
Our ideal hire will:
Enjoy -actually- building and making an impact: you get a kick out of shipping code frequently, iteratively, and collaboratively. You value MVPs and customer impact over perfectly engineered systems. You can take responsibility over the end-to-end deployment of what you build.
Thrive at solving tough technical problems: you enjoy breaking down challenges into simple and well-designed solutions. You are fact-oriented and thoughtful in your approach, but you don’t get bogged down in over-intellectualizing or over-complicating things.
Scale-oriented: while having a bias to action and impact, you will care about scalable infrastructure and engineering processes. Even better if you’re able to bring some better practices or improvements to our infrastructure or ways of working!
Be able to contribute in our stack: we try to balance speed and impact with fitting the best framework/ technology to the task at hand. Currently, we work primarily in Python / Flask / FastAPI on the backend, Terraform / GCP / AWS for infra, and React / JavaScript / TypeScript / Vercel on the frontend. Ideally, you’ll be able to contribute within our stack while also helping us experiment and evolve to continually improve functionality and performance.
Above all else, we value people who want to make an impact in their work. Here are some of the behaviors that we expect of all Herons:
Scrappy and creative: when faced with an obstacle, you will either overcome it by pure determination (i.e., by hand), or find an unconventional approach or ‘hack’ to navigate it.
Persistent: you may not always find the right answer or person immediately, but you're motivated to keep on trying until you do so. You’ll go the extra mile - including Flying to Gainesville - if that’s what it takes.
Pilot not passenger: at a fast-growing company like Heron we need people who jump on opportunities unprompted and drive them to a great outcome, rather than folks who wait to be told what to do.
Excited to work in a fast-paced, high-growth, team-based environment: we aim to move quickly and decisively, but together. You’ll be a great team player and do what it takes for the team to succeed.
Competitive compensation, including equity
Based full-time in NYC, where the team works in-person
Your choice of top-of-the-line equipment to fit out your desk in the office
Occasional travel to London for retreats and to work with the team there
Competitive benefits: health insurance; 401K; uncapped annual leave; parental leave
Free mental health support via Spill - on-demand access to therapy
Weekly company lunches (always inclusive and vegan-friendly - especially if you like Korean or Vietnamese food!)
Applicants from any background and gender are welcome and we have a zero tolerance policy on discrimination
Initial conversation (20 minutes) - conversation to discuss what you're looking for, what Heron offers, and to see if there's a good fit.
Technical interview (up to 60 minutes) - interactive technical session with one or two of our engineers where you will review a pull request and then do some live coding to build on it.
Team interviews (2-3 hours in total) - mix of technical and behavioral conversations with Heron teammates and founders. You'll get a feel for the people you'll work with and how we approach problems, and we'll get to know how you collaborate, communicate, and think.
References - 2 references from people you've worked with who can speak to your impact, working style, and contributions in a professional setting.
We are Heron Data, a Series A stage company based in New York and London.
At Heron, we use the latest advances in AI and LLMs to automate document processing. Our software handles emails, analyzes attachments, and takes actions like updating CRMs or requesting more info to execute workflows end-to-end for our customers. We serve a range of businesses including some of the world's largest fintechs, banks and other specialty finance companies, commercial insurers, and more.
Our largest product automates underwriting for small business lenders and other specialty finance companies. We eliminate cumbersome manual processes and enable our customers to provide their services with much greater speed, precision, and fairness.
We are a rapidly growing company with over 150 customers in financial services and beyond who trust us to be embedded in critical processes - without us, their businesses stop. We analyze tens of thousands of documents a day, including over 20 million individual bank transactions daily for our customers. We continue to grow into more segments and workflows: further into lending, banking, insurance. And we think there's much more we can do!
We are a lean, scrappy and committed team with a flat structure and collaborative culture. Our team brings together a wealth of experience from great tech companies including Facebook, Spotify, Revolut and many other startups from around the world.
With team members from five different continents, we embrace multiculturalism and diversity. From company events to everyday interactions, we make sure everyone feels welcome and accommodate all cultural and dietary requirements.
Since our launch in September 2020, at the end of the S20 batch, we've experienced a lot of growth! Today, we serve over 190 customers and have over $13M in ARR. Read more about our mission here
We're hiring a Strategic Finance Lead to own the operational, in-the-weeds finance work that keeps Heron running — accounts receivable and billing (one of our most important and trust-critical customer touchpoints), burn reconciliation, revenue reconciliation, and the numbers that feed our investor reporting and business reviews. As we scale, we want someone who can take full ownership of these workflows and run them reliably and independently — becoming the person who owns how operational finance actually runs day to day.
Finance and BizOps are a central enabler at Heron. The function isn't a back office - it sits at the intersection of every team, and deep financial knowledge of the business is what lets us connect dots that aren't obvious from any single seat.
You'll be hands-on and exacting from day one: owning accounts receivable, getting billing right, reconciling burn and revenue. This is a finance-heavy, operational role - the work is in the details, and owning it well is the job. Over time, there's real room to grow: more scope as the company scales, ownership of how the whole operational finance function runs, and a front-row seat to the financial story we tell investors as we raise. You'll be in the finance mix of a fast-growing startup, with the chance to build something you own.
This is a role for someone who genuinely enjoys getting the details right and wants to own operational finance at a scaling startup - running finance operations exceptionally well, while also being a key partner on the forward-looking side (planning, budgeting, and pressure-testing the model).
Own accounts receivable end-to-end: billing is one of our most important and direct customer touchpoints, and getting it right protects both revenue and customer trust. You'll work cross-functionally to make sure every customer is billed correctly, run the month-end billing process, and own the AR function as it scales
Run month-end finance cycles: own burn calculation and reconciliation across our banking and spend stack, plus the data inputs that feed business reviews
Own revenue reporting investors can trust: reconcile billing and CRM data against our source of truth, untangle the messy edge cases, and build out the retention and revenue metrics (e.g. GRR, NRR, cohort views by segment) that show how the business is really performing and that go to our board and investors
Contextualize the numbers: understand where we're spending and investing as a company, and what the numbers mean in the broader context of the business
Support planning & FP&A: partner on our financial model, budgeting, and forecasting: pull together the inputs, pressure-test assumptions, and help translate the numbers into a forward view.
Automate the finance function: find the repetitive, manual work and build it away; help move us toward a finance function that scales without linearly adding headcount
Use AI deeply: you'll lean on AI heavily, both to automate finance work and to dig into how our product actually generates revenue, so the numbers always reflect what's really happening under the hood
Our ideal hire started their career in accounting, finance, or banking and has since pivoted into a startup (2–5 years of experience). You genuinely enjoy the detail-oriented work of getting the numbers exactly right, even when it's painstaking. The best fit is someone who wants to own operational finance at a startup. That's who we picture in the seat - but if that's not quite you and you think you're right for it anyway, make the case for why we should take the bet. What matters most: you're excited to run finance operations exceptionally well, not impatient to skip past them.
Regardless of background, you'll be:
Detail-obsessed where it counts — you take real satisfaction in getting the numbers exactly right, and you don't drop the ball
A collaborative team player — you work well across functions and bring people along
Growth-minded — you want to stretch, learn, and grow into more over time
Eager to leverage AI — you're excited to be in a seat where you use AI heavily, both to automate and to understand the product and the business
Opinionated and able to back it up — you form a view and can defend it with evidence
Trustworthy with sensitive data — you'll handle the company's financials; we'll count on your judgment and care
Competitive compensation, including equity
Based full-time in NYC, where the team works in-person
Your choice of top-of-the-line equipment to fit out your desk in the office
Occasional travel for retreats and to work with the team
Competitive benefits: health insurance; pension/401k; uncapped annual leave; parental leave
Free mental health support via Spill - on-demand access to therapy
Weekly company lunches (always inclusive and vegan-friendly - especially if you like Korean or Vietnamese food!)
Applicants from any background and gender are welcome and we have a zero tolerance policy on discrimination
Initial screen (20 minutes) - conversation to discuss what you're looking for, what Heron offers, and to see if there's a good fit.
Take-home challenge and review (~3 hours in total) - a task which represents the work we would expect from you, followed by a review of the work with members of our team.
Team interviews (2-3 hours in total) - mix of technical and behavioral conversations with Heron teammates and founders. You'll get a feel for the people you'll work with and how we approach problems, and we'll get to know how you collaborate, communicate, and think.
References - 2 references from people you've worked with who can speak to your impact, working style, and contributions in a professional setting.
We are Heron Data, a Series A stage company based in New York and London.
At Heron, we use the latest advances in AI and LLMs to automate document processing. Our software handles emails, analyzes attachments, and takes actions like updating CRMs or requesting more info to execute workflows end-to-end for our customers. We serve a range of businesses including some of the world's largest fintechs, banks and other specialty finance companies, commercial insurers, and more.
Our largest product automates underwriting for small business lenders and other specialty finance companies. We eliminate cumbersome manual processes and enable our customers to provide their services with much greater speed, precision, and fairness.
We are a rapidly growing company with over 150 customers in financial services and beyond who trust us to be embedded in critical processes - without us, their businesses stop. We analyze tens of thousands of documents a day, including over 20 million individual bank transactions daily for our customers. We continue to grow into more segments and workflows: further into lending, banking, insurance. And we think there's much more we can do!
We are a lean, scrappy and committed team with a flat structure and collaborative culture. Our team brings together a wealth of experience from great tech companies including Facebook, Spotify, Revolut and many other startups from around the world.
With team members from five different continents, we embrace multiculturalism and diversity. From company events to everyday interactions, we make sure everyone feels welcome and accommodate all cultural and dietary requirements.
Since our launch in September 2020, at the end of the S20 batch, we've experienced a lot of growth! Today, we serve over 190 customers and have over $13M in ARR. Read more about our mission here