SMB Account Executive

present of AI; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Greenboard in New York City is seeking a mid-level, quota-carrying sales professional to own the full sales cycle for small financial firms, from first call to close.

A strong candidate has several years of closing software deals, built an outbound pipeline from cold outreach, and keeps forecasts and CRM records tidy without prompting. You’ll talk with founders and chief compliance officers and learn how AI-native compliance tools fit client needs.

Qualifications

• This role requires closing several smaller software deals.
• Candidate builds their own outbound pipeline from cold leads.
• Forecasts and CRM records are kept tidy without prompting.
• Comfort talking with founders and chief compliance officers; curious about compliance.

Responsibilities

• Own the full sales cycle from first call to close for small financial firms.
• Maintain accurate forecasts and CRM hygiene.
• Engage with founders and chief compliance officers to address objections.

Skills

Sales closing

Cold outreach

Forecasting

CRM discipline

Prospect research

Executive communication

Tools

Salesforce CRM

Job description

Sales · New York City · FullTime · Mid level

This is a quota-carrying sales seat covering the whole cycle for small financial firms, from first call to close. A strong candidate has a few years of closing many smaller software deals, has built their own pipeline from cold, and keeps forecasts and CRM records tidy without prompting. Comfort talking with founders and chief compliance officers, and real curiosity about compliance, matter a lot here.

How it fits the AI era

AI tools can help with list building, call prep, follow-up drafts, and notes, which frees up more time for live conversations. The product itself is pitched as AI-native, so buyers will likely ask how automation fits into their compliance work. Trust, judgment in discovery, and handling a worried buyer's objections stay human.

How it builds AI experience

The role offers a close look at how AI-driven compliance software is sold to small financial firms, including what these buyers worry about and what they ask. Someone could build experience by using AI tools for prospect research and outreach, and by learning how automated archiving and audit readiness work. Calls with many prospects also give a steady view of what the market wants from AI in this space.

Worth showing

• Self-built cold outbound pipeline
• Accurate forecasting and CRM discipline
• Selling to founders or compliance officers
• Feedback that shaped messaging or product

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.

About Greenboard

Unified compliance operating system automating communications archiving and audit readiness for financial firms, per the company.