Teams at Greenboard, Inc.

Own the full sales cycle for SMB B2B SaaS accounts, from inbound and outbound prospecting through discovery, demos, negotiation, and close. Build and maintain pipeline, manage multiple short-cycle deals, forecast accurately, maintain CRM hygiene, coordinate customer handoffs, and provide feedback to sales and product leadership. The role targets independent RIAs, emerging fund managers, fintechs, and other small financial-services firms.

Own Greenboard’s go-to-market technology stack, including HubSpot administration, CRM workflows, integrations, data quality, call intelligence, LLM-powered automation, dashboards, and Slack reporting. Partner with revenue leadership to translate sales processes into scalable systems, investigate funnel and deal data, and ship automation and analytics projects end to end. The role requires strong CRM expertise, SQL, Python or JavaScript, data warehousing, APIs, and experience building executive-facing reporting.

Own and scale Greenboard’s security posture across infrastructure, applications, networks, endpoints, and development workflows. Responsibilities include vulnerability remediation, penetration testing, secure SDLC controls, secrets and access management, infrastructure hardening, SOC 2/GDPR/ISO 42001 compliance, vendor reviews, customer security diligence, and endpoint security. This first dedicated security hire will establish security processes, support international expansion, and communicate risks across engineering, compliance, sales, and business teams.