About Greenboard At Greenboard, we're building the future of financial compliance. Greenboard is the unified, AI-native compliance operating system for RIAs, fintechs, private funds, hedge funds, and more. By centralizing data and workflows, Greenboard helps firms reduce regulatory risk, simplify their technology stack, modernize how they run compliance, and save money. Our founding team includes engineers who have scaled products at Amazon, Google, and multiple unicorn startups. Brand-name financial institutions already rely on Greenboard — and we're growing fast. 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. 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 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 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
Medical, dental, and vision coverage
15 days PTO + 11 company holidays + flexible sick time
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
Remote Technology Business Development Representative in new york at Unknown Company
This position is listed as full time and able to be worked remotely.