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. The category is moving our way, and a big share of that demand comes from smaller firms: independent RIAs, emerging fund managers, and early-stage fintechs that need real compliance infrastructure without a large compliance team.
This seat is built for velocity. You'll run a high volume of shorter cycles, usually with one or two decision makers, often the CCO or a founder who also owns compliance. Deals close in weeks, and the number gets hit through consistency, not one big signature.
Good inbound lands every week and you'll be fast on all of it. Past that are thousands of small firms that will never raise their hand on their own, and you'll go get them.
You'll join a proven motion and a new revenue leader sharpening it for scale. You'll also talk to more prospects than anyone on the team, so what you hear on your calls will move messaging, packaging, and what we build next.
WHAT YOU'LL OWN
The full sales cycle. First call through close across SMB accounts, with the number in your name
Pipeline, inbound and outbound. Inbound is a meaningful part of our growth today, and you'll respond quickly and thoroughly to every lead that comes in. You'll also build pipeline through cold calls, email, social, partnerships, and industry events.
Velocity. Tight discovery, a sharp demo, and a clean close on a short cycle, with a full book of deals moving at once and none of them going quiet
Fast handoffs. Get new customers through security questions and paperwork quickly, and partner with customer success so they go live fast
Feedback into the playbook. Test talk tracks, sharpen objection handling, and bring market signal back to sales leadership and product
WHO ARE YOU?
Hungry. You work every lead 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 incorporate changes quickly
Fast and organized. You can run a full calendar of calls, follow up the same day, and keep the next step on every deal clear
A clear, concise communicator who builds trust quickly with founders, CCOs, and operators
Curious about financial infrastructure, compliance, and how modern businesses manage operational risk
Located in NYC
QUALIFICATIONS
3 to 6 years carrying a quota, closing a high volume of $5k to $45k 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 a BDR list
Run short sales cycles from first call to signature in a few weeks, with a consistent monthly close rate
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 to founders or small teams where the buyer is also the day-to-day user
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
Skills Required
- 3 to 6 years carrying a quota and closing high-volume B2B SaaS deals with $5,000 to $45,000 ACV
- Experience building pipeline through list building, cold calls, cold email, and social outreach
- Experience running short sales cycles from first call to signature within a few weeks
- Consistent monthly close rate
- Accurate forecasting and CRM hygiene
- Bachelor's degree or equivalent practical experience
- Based in NYC or willing to relocate to the New York office
- Experience selling into financial services, especially RIAs, broker-dealers, or private funds
- Experience selling to founders or small teams where the buyer is also the day-to-day user
- Early-stage company experience where the sales playbook was not 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.
