Account Executive

Greenboard

$90K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-6 years of quota-carrying B2B SaaS sales experience, ideally in fintech or compliance
  • Proven track record of generating leads through outbound efforts
  • Experience managing complex sales processes involving multiple stakeholders
  • Skilled in accurate forecasting and maintaining CRM systems
  • Bachelor's degree or equivalent work experience in a relevant field
  • Must be based in NYC or willing to work on-site.

Responsibilities

  • Own the complete sales cycle from outreach to closing across mid-market and enterprise accounts
  • Build and manage a sales pipeline through various sourcing methods
  • Conduct structured discovery processes and engage multiple stakeholders
  • Collaborate with product, onboarding, and leadership to facilitate deals
  • Contribute to Greenboard's go-to-market strategy by refining messaging and testing approaches.

Benefits

  • 401(k) with 5% company match
  • Comprehensive medical, dental, and vision insurance
  • 15 days PTO plus 11 company holidays and flexible sick leave
  • 2 extra PTO days for each year of service (up to 10 total additional days)
  • 10 remote workdays per year plus flexibility around holidays
  • Bi-annual off-site gatherings and team retreats
  • Unique opportunity to influence the future of modern finance.
Full Job Description
About the Role:

As an Account Executive at Greenboard, you'll own the full sales cycle for complex, high-impact deals with financial institutions and regulated businesses-from first outbound touch through close. You'll work directly with leadership to shape pipeline strategy, refine positioning, and turn evolving compliance pain points into compelling commercial conversations.

This is a high-ownership role in an early-stage environment: you'll help build the sales playbook in real time, influence go-to-market decisions, and operate with significant autonomy. Success in this role means creating momentum from ambiguity, navigating multi-stakeholder buying processes with confidence, and consistently translating customer needs into long-term partnerships.

This is a full-time, on-site role in NYC.

What You'll Work On
  • Own the full sales cycle from outbound prospecting through close across mid-market and enterprise accounts
  • Build and manage pipeline through a mix of cold outreach, partnerships, referrals, and strategic networking
  • Run structured discovery processes, multi-thread stakeholders, and position value across finance, compliance, legal, and operations teams
  • Partner cross-functionally with product, onboarding, and leadership to unblock deals and improve the customer buying experience
  • Help shape Greenboard's GTM motion by refining messaging, testing outbound strategies, 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
  • Commercially sharp with strong judgment around deal strategy, prioritization, and negotiation dynamics
  • Clear, concise communicator who builds trust quickly with both executives and operators
  • Naturally curious about financial infrastructure, compliance, and how modern businesses manage operational risk
  • Competitive, accountable, and energized by high-performance environments with visible impact


Qualifications
Required
  • 3-6 years of quota-carrying experience closing $20k-$250k ACV B2B SaaS deals (fintech or compliance experience is a plus)
  • Proven ability to generate pipeline independently through outbound prospecting and relationship-driven selling
  • Experience managing complex, multi-stakeholder sales processes from discovery through procurement and close
  • Comfortable forecasting accurately, maintaining strong CRM hygiene, and operating with data-driven discipline
  • Bachelor's degree or equivalent practical experience.
  • Based in NYC or willing to work from our New York office.


Benefits
  • 401(k) with 5% company match
  • 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

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