Greenboard
Financial Compliance
AccountExecutive
Neural analysis suggests this role is
optimal for Mid candidates.
“Account Executive at Greenboard. Skills: Full sales cycle ownership, Pipeline generation, Complex deal closing, Stakeholder management, Value proposition development. Own the full sales cycle from outbound prospecting through close across mid-market and enterprise accounts. Build and manage pipeline through a mix of cold outreach, partnerships, referrals, and strategic networking”
What You'll Achieve.
Creating momentum from ambiguity; Navigating multi-stakeholder buying processes with confidence; Consistently translating customer needs into long-term partnerships; Consistently closing deals
Industry & Context.
Based in NYC or willing to work from our New York office
What They're Looking For.
Must Have
3–6 years of quota-carrying experience closing $20k–$250k ACV B2B SaaS deals, Proven ability to generate pipeline independently through outbound prospecting and relationship-driven selling, Experience managing complex, multi-stakeholder sales processes from discovery through procurement and close, Comfortable forecasting accurately, maintaining CRM hygiene, and operating with data-driven discipline, Based in NYC or willing to work from our New York office
Nice to Have
Fintech or compliance experience is a plus
What You'll Do.
Own the full sales cycle from outbound prospecting through close across mid-market and enterprise accounts
Build and manage pipeline through a mix of cold outreach
and strategic networking
Run structured discovery processes
multi-thread stakeholders
and position value across finance
Partner cross-functionally with product
and leadership to unblock deals and improve the customer buying experience
Help shape Greenboard’s GTM motion by refining messaging
testing outbound strategies
and feeding market insights back into the business
How You'll Work.
Team & Collaboration
Partner cross-functionally with product, onboarding, and leadership to unblock deals and improve the customer buying experience
Communication Scope
Clear, concise communicator who builds trust quickly with both executives and operators
Full Job Description
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: As an Account Executive at Greenboard, you’ll own the full sales cycle for complex, high-impact deals with financial institutions and regulated businesses—from first outbound touch through close. You’ll work directly with leadership to shape pipeline strategy, refine positioning, and turn evolving compliance pain points into compelling commercial conversations. This is a high-ownership role in an early-stage environment: you’ll help build the sales playbook in real time, influence go-to-market decisions, and operate with significant autonomy. Success in this role means creating momentum from ambiguity, navigating multi-stakeholder buying processes with confidence, and consistently translating customer needs into long-term partnerships. This is a full-time, on-site role in NYC. WHAT YOU’LL WORK ON - Own the full sales cycle from outbound prospecting through close across mid-market and enterprise accounts - Build and manage pipeline through a mix of cold outreach, partnerships, referrals, and strategic networking - Run structured discovery processes, multi-thread stakeholders, and position value across finance, compliance, legal, and operations teams - Partner cross-functionally w
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