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GreenboardGreenboardNew York, NY

Account Executive

Owns full sales cycle for mid-market and enterprise B2B SaaS deals in fintech/compliance, from outbound prospecting through close. Requires 3-6 years quota-carrying experience, strong pipeline generation, and multi-stakeholder management skills.

Salary not listed
On-site3+ YOEAccount Executive

About the role

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

Skills

SaaS SalesOutbound ProspectingCRMPipeline ManagementB2B SalesFintechComplianceMulti-Stakeholder SellingForecastingDeal Negotiation
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