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 a Business Development Representative at Greenboard, you’ll be the tip of the spear for our go-to-market motion, generating pipeline and creating the first conversations that turn financial institutions and regulated businesses into customers. You’ll research target accounts, craft compelling outbound, and turn evolving compliance pain points into qualified opportunities for our Account Executives.
This is a high-ownership role in an early-stage environment, and a rare ground-floor opportunity: you’ll help establish and build Greenboard’s West Coast presence from our new Phoenix, Arizona office. You’ll help shape the outbound playbook in real time, set the tone and energy for a growing sales team, and operate with significant autonomy. Success in this role means creating momentum from ambiguity, opening doors with senior compliance and finance stakeholders, and consistently converting research and outreach into qualified pipeline.
This is a full-time, on-site role at our new West Coast office in Phoenix, Arizona.
What You’ll Work On
Generate qualified pipeline through high-volume, high-quality outbound across SMB, mid-market and enterprise accounts — cold calls, email, LinkedIn, and strategic sequences
Research target accounts and personas to craft personalized outreach that resonates with finance, compliance, legal, and operations leaders
Run initial discovery conversations to identify pain, qualify fit, and book meetings that convert into opportunities for Account Executives
Help establish Greenboard’s West Coast presence, setting the culture, cadence, and energy of our new Phoenix, Arizona office as an early team member
Partner closely with Account Executives and leadership to refine targeting, messaging, and outbound strategy
Help shape Greenboard’s GTM motion by testing outbound plays, maintaining clean CRM data, and feeding market insights back into the business
Who Are You?
Highly resourceful and self-directed, you thrive in ambiguity and don’t wait for perfect processes to exist
Resilient and energized by outbound, you’re undeterred by rejection and motivated by activity and results
Clear, concise communicator who builds rapport quickly with both executives and operators
Naturally curious about financial infrastructure, compliance, and how modern businesses manage operational risk
Competitive, accountable, and excited to help build something from the ground up — including a brand-new office
Qualifications
Required
1–3 years of experience in a customer facing, sales, business development, or pipeline-generation role (fintech, compliance, or B2B SaaS experience is a plus)
Proven ability to generate meetings and pipeline independently through outbound prospecting and creative, relationship-driven outreach
Comfortable with high-volume outbound activity — cold calling, email, and social selling — and structured discovery to qualify fit
Strong CRM hygiene and a data-driven, organized approach to managing your pipeline and activity
Bachelor’s degree or equivalent practical experience
Based in the greater Phoenix area, or willing to relocate to work from our new Arizona office
Benefits
401(k) with 5% company match
$95,000 OTE
Medical, dental, and vision coverage
15 days PTO + 11 company holidays + flexible sick time
2 additional PTO days for each year of service (up to 10 additional days)
10 remote days per year plus additional around the holidays
Bi-annual off-sites and team retreats
Front-row seat to building the operating backbone of modern finance — and our West Coast presence