Business Development Representative (NYC)

Greenboard

• $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-3 years in sales, business development, or pipeline generation, preferably in fintech or B2B SaaS
  • Proven track record of generating meetings and pipeline through outbound prospecting
  • Comfortable with high-volume cold calling, emailing, and social selling
  • Strong CRM management skills and a data-driven approach
  • Bachelor's degree or equivalent experience
  • Located in the greater NYC area or willing to relocate

Responsibilities

  • Generate qualified pipeline through high-volume outbound efforts across various account sizes
  • Research target accounts to create personalized outreach for finance and compliance leaders
  • Conduct initial discovery conversations to identify pain points and qualify leads
  • Collaborate with Account Executives to refine targeting and messaging strategies
  • Contribute to shaping the go-to-market strategy by testing outbound plays and providing market insights

Benefits

  • 401(k) with 5% company match
  • Medical, dental, and vision coverage
  • 15 days PTO plus 11 company holidays and flexible sick time
  • 2 additional PTO days for each year of service, up to 10 extra days
  • 10 remote days per year plus additional around holidays
  • Bi-annual off-sites and team retreats
  • Opportunity to contribute to building the operating backbone of modern finance
Full Job Description
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.

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 NoMad, NYC office.
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
  • 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 NYC area, or willing to relocate to work from our NoMad 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

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