At Greenboard, we're building the future of financial compliance. Greenboard is the unified, AI-native compliance operating system for RIAs, fintechs, private funds, hedge funds, and more. It replaces the fragmented mix of legacy tools and automates more than previously possible. By centralizing data and workflows, Greenboard helps firms reduce regulatory risk, simplify their technology stack, modernize how they run compliance, and save money.
Our founding team includes engineers who have scaled products at Amazon, Google, and multiple unicorn startups. We're backed by Y Combinator, General Catalyst, Base10, and other top-tier investors, and have raised over $20M to date. Brand-name financial institutions already rely on Greenboard — and we're growing fast.
About the RoleAs a Customer Success Manager, you'll own the end-to-end relationship for a portfolio of Greenboard's most important clients and reselling partners. You'll drive onboarding and implementation, manage renewals and expansion conversations, and act as the strategic point of contact for stakeholders up to executive level. This role has real influence over how we scale customer success as a function — you'll help shape process, not just follow it.
This is a full-time, on-site role located in NYC.
What You'll Work OnOwn the full customer lifecycle for a portfolio of accounts, from onboarding through renewal and expansion
Lead onboarding and implementation for our more complex and higher-stakes accounts
Serve as the senior day-to-day point of contact for customers and reselling partners, including executive stakeholders
Build trusted, strategic relationships that go beyond day-to-day support
Translate complex product and compliance concepts into clear guidance for technical and non-technical audiences alike
Identify churn risk early and drive proactive retention strategies, not just react to issues
Spot expansion and upsell opportunities and partner with Sales to pursue them
Partner closely with Sales, Engineering, and Support to resolve escalations and unblock customers quickly
Collect and synthesize customer feedback into clear product input, working directly with Product and Engineering
Build and improve the onboarding playbook, processes, and templates as we scale the team
Mentor and support more junior CS team members as the team grows
A high-energy, positive communicator who builds trust quickly with customers at every level, including executives
Comfortable owning a portfolio of accounts and prioritizing across competing demands
Proactive and action-oriented — you build the process, you don't wait for it
Organized, detail-oriented, and calm under pressure, especially during escalations
Curious and resourceful in fast-moving, early-stage environments
Excited to work cross-functionally with Sales, Product, and Engineering, and to help shape how CS operates as we grow
Required
4–8 years of experience in Customer Success, Implementation, Account Management, or a related role, ideally with B2B SaaS
Track record of owning complex accounts and executive relationships
Exceptional written and verbal communication skills
Strong organizational skills and ability to manage competing priorities across a portfolio
Sound judgment in prioritizing critical customer issues and escalations
Comfort building process from scratch in an early-stage startup environment
Preferred
Experience working with fintech, compliance, or financial operations products
Experience mentoring or informally leading other CS team members
Startup experience or comfort operating with limited structure
Salary range: $110,000–$150,000 + meaningful equity
401(k) with 5% company match
Medical, dental, and vision coverage
15 days PTO + 11 company holidays + flexible sick time
2 additional PTO days for each year of service (up to 10 additional days)
10 remote days per year plus additional around the holidays
Bi-annual off-sites and team retreats
Front-row seat to building the operating backbone of modern finance
Skills Required
- 4-8 years of experience in Customer Success, Implementation, Account Management, or related role (ideally B2B SaaS)
- Track record of owning complex accounts and executive-level relationships
- Exceptional written and verbal communication skills
- Strong organizational skills and ability to manage competing priorities across a portfolio
- Sound judgment in prioritizing critical customer issues and escalations
- Comfort building process from scratch in an early-stage startup environment
- On-site work in New York City (full-time, on-site role)
- Experience working with fintech, compliance, or financial operations products
- Experience mentoring or informally leading other CS team members
- Startup experience or comfort operating with limited structure
What We Do
Greenboard is an AI-native compliance operating system designed for SEC and FINRA-regulated financial institutions, such as registered investment advisors. Founded in 2023, the company consolidates fragmented compliance workflows—including archiving, marketing reviews, and employee attestations—into a single, unified platform. Its mission is to modernize the financial back office by leveraging AI to detect risk more reliably and efficiently, expanding the agency of compliance professionals.
