Partnerships Lead

Greenboard•New York, NY

1d•$170,000 - $250,000•Onsite

About The Position

Greenboard is hiring its first dedicated owner of the partner channel, a major source of new business. The Partnerships Lead will deepen existing partnerships, secure new ones, and turn the channel into a repeatable revenue engine. The role combines partnership strategy, sales, operations, negotiation, and ongoing relationship management. The person will have the autonomy to develop and improve the partner model, including reseller, referral, co-delivery, white-label, and bundled-service approaches. The role includes ownership of partner-sourced and partner-influenced pipeline and revenue, partner attribution and reporting in HubSpot, reseller enablement and account reviews, and prospecting and negotiating new partnerships. It also includes representing Greenboard at conferences and industry events, mapping compliance consulting firms and MSPs, and exploring technology and data partnerships, integrations, and joint go-to-market opportunities. The Partnerships Lead reports directly to Greenboard’s CTO and co-founder and works daily with sales, customer success, product, and the CEO. The role requires travel to meet partners and attend industry events. The position is based in New York City or requires relocation to work from Greenboard’s New York office.

Requirements

A clear understanding of how consulting firms make money, including how they price, staff, and win clients.
Commercial experience scoping, pricing, or negotiating engagements with clients or partners.
Comfort working in a CRM such as HubSpot, or ability to learn one quickly.
Based in NYC or willing to relocate to work from the New York office.
Ability to build trusted relationships with compliance consultants and MSPs and turn those relationships into signed agreements and referred deals.
Strong commercial judgment in deal structure, revenue share, prioritization, and negotiation.
Clear, concise written and verbal communication skills.

Nice To Haves

Partnerships, channel, or business development experience at a B2B SaaS company.
Experience negotiating reseller, referral, or co-sell agreements, including working with counsel on redlines.
Experience managing ongoing partner relationships, including enablement, QBRs, pipeline reviews, and renewals.
Existing relationships across compliance consultants, custodians, TAMPs, wealth technology, or regtech.
Experience building something from zero at an early-stage company.

Responsibilities

Own sourced and influenced pipeline and revenue from the partner channel.
Track referral attribution, partner-sourced and partner-influenced reporting, and partner relationship health in HubSpot.
Run monthly check-ins and quarterly business reviews with reseller partners.
Enable reseller teams to position, demonstrate, and onboard clients to Greenboard.
Prospect and close reseller and referral partnerships across compliance consultants, IT MSPs, custodians, law firms, and adjacent technology vendors.
Determine appropriate deal structures and lead commercial negotiations.
Represent Greenboard at conferences and industry events attended by partners and their clients.
Map compliance consulting firms and MSPs serving RIAs and broker-dealers in HubSpot and use the map to prioritize prospective partners.
Develop opportunities for reselling partner products through Greenboard and Greenboard through partner channels.
Work with custodians and wealth-technology platforms on integrations and joint go-to-market opportunities that benefit shared clients.
Manage partner agreements, billing, partner data, processes, and forecasting.