Greenboard
The SMB Account Executive at Greenboard drives revenue by managing the full sales cycle for small and medium-sized business accounts, focusing on financial compliance solutions. This role involves handling both inbound and outbound pipeline generation, executing short sales cycles, and collaborating with customer success to ensure rapid onboarding. The position requires a proactive, data-driven professional who can build relationships with founders and compliance officers while contributing to sales strategy and product development.
Greenboard is the AI-native system of action for SEC and FINRA compliance. It offers a unified platform covering archiving, supervision, employee compliance, marketing compliance, and firm compliance, all backed by WORM-based, 17a-4 compliant recordkeeping. Greenboard serves regulated financial firms including RIAs, broker-dealers, private funds, hedge funds, and fintechs.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Greenboard.