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Greenboard

AI-native operating system for financial compliance

Enterprise Account Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • Four to eight years of quota-carrying experience, closing B2B software-as-a-service deals with annual contract values of $100,000 to $500,000.
  • Experience building and sustaining a weekly pipeline through list building, cold calls, cold email, and social selling, rather than relying only on inbound leads or a business development representative list.
  • Experience running complex, multi-stakeholder sales processes from discovery through procurement and close.
  • Ability to forecast accurately, maintain customer relationship management hygiene independently, and work from data.
  • Bachelor's degree or equivalent practical experience.
  • Based in New York City or willing to relocate to work from the New York office.
  • Commercial judgment in deal strategy, prioritization, and negotiation.
  • Ability to communicate clearly and concisely and build trust quickly with executives and operators.
  • Curiosity about financial infrastructure, compliance, and how modern businesses manage operational risk.

Responsibilities

  • Own the full sales cycle, from outbound prospecting through close, across mid-market and enterprise accounts, with responsibility for the assigned quota.
  • Move quickly and thoroughly on every inbound opportunity and build pipeline through cold calls, email, social selling, partnerships, conferences, and other outbound channels.
  • Conduct structured discovery, multi-thread deals, and position value to compliance, legal, finance, and operations stakeholders.
  • Guide deals through procurement, security review, and vendor onboarding at regulated firms, working with product and leadership to unblock stalled processes.
  • Run outbound tests, improve objection handling, and share market feedback with sales leadership and product.

Desired Qualifications

  • Experience selling into financial services, especially registered investment advisers, broker-dealers, or private funds.
  • Experience selling a product that replaces multiple incumbent vendors rather than adding another tool.
  • Early-stage company experience where the sales playbook was not yet established.

About the Company

Greenboard

AI-native operating system for financial compliance

Greenboard provides an AI-native operating system that consolidates multiple compliance tools into one platform for fintechs, private funds, wealth managers, and broker-dealers to meet SEC and FINRA requirements. The product centralizes functions like communications archiving, employee compliance, marketing review, and third-party due diligence, using AI to detect risks, automate repetitive tasks, and adapt to regulatory changes. It differentiates itself by replacing many point solutions with a single, unified system tailored for financial regulators rather than a collection of tools. The goal is to help financial firms stay compliant more efficiently and cost-effectively, enabling scalable compliance operations and a stronger compliance culture.

Company size
11-50
Company stage
Series A
Total funding
$20.1M
Headquarters
New York City, New York
Founded
2023

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