Account Executive

Greenboard

New York (NY)

On-site

USD 175,000 - 250,000

Full time

8 days ago

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Benefits offered by this job

401(k) with 5% company match

Medical, dental, and vision coverage

15 days PTO + 11 company holidays + 1

2 additional PTO days per year (up to

10 remote days per year

Bi-annual off-sites and team retreats

Front-row seat to building the modern财

Job summary

Greenboard is hiring an SMB Account Executive in New York City to own the full SMB sales cycle from first call to close. You will manage inbound and outbound pipelines, respond rapidly to leads, and drive high-velocity deals with typically short cycles.

You’ll work closely with leadership to refine messaging and product packaging based on market feedback. Ideal candidates have 3–6 years of quota-bearing experience in B2B SaaS, a proven ability to build pipelines, forecast accurately, and operate

Qualifications

3–6 years carrying a quota with $5k–$45k ACV B2B SaaS deals.
Built own pipeline via cold and outbound activities.
Run short sales cycles from first call to signature in a few weeks.
Forecast accurately and maintain CRM hygiene.
Bachelor's degree or equivalent practical experience.
Based in NYC or willing to relocate to NYC office.

Responsibilities

Manage full SMB sales cycle from first call to close.
Build and manage pipeline from inbound and outbound sources.
Maintain a fast, high-velocity cadence with a full book of deals.
Coordinate smooth handoffs to customer success for live deployments.
Contribute to playbook improvements with market feedback.

Skills

Quota carrying

High-volume deals

Forecasting

CRM hygiene

Self-motivated

Education

Bachelor's degree or equivalent

Job description

SMB Account Executive

Department: Sales

Location: New York City

Compensation: $175K – $250K • Offers Equity • Offers Commission

Employment Type: FullTime

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