ABOUT GREENBOARD
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 ROLE
Greenboard has product market fit and is growing week over week. Brand-name financial institutions run compliance on us, the category is moving our way, and demand is growing faster than we can hire. Good inbound lands every week, and past that sits the market that will never raise a hand on its own. You'll work both, and we expect you to be as fast on a warm lead as you are willing to be on a cold one.
You'll own the full cycle, from first outbound touch to signature, across mid-market and enterprise accounts. These are complex deals once they open. Compliance, legal, finance, and operations all get a say, each measures the purchase differently, and the buyer is usually replacing several legacy vendors at once. Discovery and multi-threading matter more here than demo polish.
You'll join a proven motion and a new revenue leader sharpening it for scale, and what you hear on your calls will move messaging, target segments, and what we build next. The market in front of you is far bigger than the team covering it today, which is the whole reason this seat is open.
WHAT YOU'LL OWN
The full sales cycle. Outbound prospecting through close across mid-market and enterprise accounts, with the number in your name
Pipeline, inbound and cold. Fast, thorough work on the inbound that comes in, plus the cold calls, cold email, social, partnerships, and conferences that make up the rest of it, generated by you every week
Multi-stakeholder deals. Structured discovery, multi-threading, and positioning value to compliance, legal, finance, and operations
Deals through diligence. Procurement, security review, and vendor onboarding at regulated firms, working with product and leadership to unblock what stalls
Feedback into the playbook. Outbound tests, objection handling, and the market signal that goes back to your sales leader and to product
WHO ARE YOU?
Hungry. You work your assigned leads thoroughly, you do the outbound when nobody is checking, and you do not need the process to exist before you start.
Accountable. You own the number and the forecast, you call the misses early, and you do not need to be managed to either
A learner. You take coaching directly, run the experiment, and change what you are doing by the following week
Commercially sharp, with strong judgment on deal strategy, prioritization, and negotiation
A clear, concise communicator who builds trust quickly with executives and operators
Curious about financial infrastructure, compliance, and how modern businesses manage operational risk
Located in NYC
QUALIFICATIONS
4 to 8 years carrying a quota, closing $50k to $500k ACV B2B SaaS deals
Have built your own pipeline from cold and sustained it weekly, through list building, cold calls, cold email, and social, rather than only working inbound or an SDR list
Run complex, multi-stakeholder sales processes from discovery through procurement and close
Forecast accurately, keep CRM hygiene without being asked, and work from data
Bachelor's degree or equivalent practical experience
Based in NYC or willing to relocate to work from our New York office
NICE TO HAVE
Sold into financial services, especially RIAs, broker-dealers, or private funds
Sold a product that rips out multiple incumbent vendors rather than adding one more tool
Early-stage experience where the playbook did not exist yet
BENEFITS
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
OTE range: $225,000 to $350,000, plus commission and equity.
Skills Required
- 4 to 8 years carrying a quota and closing $50,000 to $500,000 ACV B2B SaaS deals
- Experience building and sustaining a pipeline through list building, cold calls, cold email, and social outreach
- Experience running complex, multi-stakeholder sales processes from discovery through procurement and close
- Accurate forecasting, data-driven work, and consistent CRM hygiene
- Bachelor's degree or equivalent practical experience
- Based in New York City or willing to relocate to work from the New York office
- Experience selling into financial services, especially RIAs, broker-dealers, or private funds
- Experience selling a product that replaces multiple incumbent vendors
- Early-stage company experience where the sales playbook was not yet established
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.
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