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Greenboard is seeking a business analytics role focused on AI-enabled sales optimization in New York. The position involves building scripts, integrations, and review workflows that leverage language model tools on top of call recordings and CRM data.
The human edge remains in interpreting numbers, ensuring trustworthy revenue data, and collaborating with sales leaders to adjust the go‑to‑market approach based on data insights.
AI changes this work by making it faster to write scripts, build integrations, and review large volumes of sales calls, which this role does directly with language model tools on top of call recordings and CRM data. What stays human is deciding what the numbers should mean, keeping revenue data trustworthy, and working with sales leaders to change how the team sells based on what the data shows.
The role offers hands-on practice building call review and deal analysis pipelines with language model APIs, using real sales conversations at a company that sells AI-driven compliance software to financial firms. Someone can prepare by building a small project that scores call transcripts and writes results into a CRM, and by using AI coding tools for everyday automation work.
This is our own read, written from the employer's posting and the company's Spotlight. The employer's posting is the source of truth for the role.
Unified compliance operating system automating communications archiving and audit readiness for financial firms, per the company.