SMB Account Executive

Greenboard • New York, NY

4d • $175,000 - $250,000 • Onsite

About The Position

Greenboard is hiring an SMB Account Executive to sell its AI-native financial compliance operating system to smaller firms, including independent RIAs, emerging fund managers, and early-stage fintechs. The role focuses on high-volume, short sales cycles, typically involving one or two decision makers such as a CCO or founder. The Account Executive will manage the full sales cycle across SMB accounts, own the sales target and forecast, and work a mix of inbound and self-generated pipeline. The position is based in New York City, with work from Greenboard’s New York office.

Requirements

• 3 to 6 years of quota-carrying experience closing a high volume of B2B SaaS deals with $5k to $45k ACV.
• Experience building and sustaining a weekly outbound pipeline through list building, cold calls, cold email, and social, rather than relying only on inbound leads or a BDR list.
• Experience running short sales cycles from first call to signature within a few weeks, with a consistent monthly close rate.
• Ability to forecast accurately, maintain CRM hygiene independently, and work from data.
• Bachelor's degree or equivalent practical experience.
• Located in NYC or willing to relocate to work from the New York office.
• Clear, concise communication skills and ability to build trust quickly with founders, CCOs, and operators.
• Ability to manage a full calendar of calls, follow up the same day, and keep the next step clear on every deal.
• Curiosity about financial infrastructure, compliance, and how modern businesses manage operational risk.
• Self-directed, accountable, receptive to coaching, and organized in a fast-paced sales environment.

Nice To Haves

• Experience selling into financial services, especially RIAs, broker-dealers, or private funds.
• Experience selling to founders or small teams where the buyer is also the day-to-day user.
• Early-stage company experience where the sales playbook had not yet been established.

Responsibilities

• Manage the full sales cycle for SMB accounts, from first call through close, and own the sales number.
• Respond quickly and thoroughly to inbound leads.
• Build outbound pipeline through cold calls, email, social, partnerships, and industry events.
• Maintain sales velocity through focused discovery, effective demos, and timely closes across a full book of active deals.
• Move new customers through security questions and paperwork, and coordinate with customer success to support a fast go-live.
• Test and improve talk tracks and objection handling, and share market feedback with sales leadership and product.
• Own the forecast, identify potential misses early, maintain CRM hygiene, and use data to manage performance.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level