Business Development Representative

Greenboard
Phoenix, AZ
On-siteCareer-pivot friendly

Who this role is best for

A natural match if you have experience in outbound sales within fintech or B2B SaaS and are comfortable with high-volume prospecting.

Best fit for

  • Candidates with experience in outbound sales targeting financial institutions and regulated businesses
    — “generate pipeline and create the first conversations that turn financial institutions and regulated businesses into customers”
  • Individuals who are energized by high-volume outreach and enjoy shaping new sales strategies
    — “you’ll help establish and build Greenboard’s West Coast presence from our new Phoenix, Arizona office”
  • People with a background in compliance or finance who can quickly build rapport with senior stakeholders
    — “build rapport quickly with both executives and operators”

Things to consider

  • This role requires a full-time, on-site commitment at the new Phoenix office
    — “This is a full-time, on-site role at our new West Coast office in Phoenix, Arizona”
  • The role demands a high level of autonomy and the ability to operate in an early-stage environment
    — “This is a high-ownership role in an early-stage environment”

How to stand out

  • Highlight your experience generating meetings through creative, relationship-driven outreach
    — “proven ability to generate meetings and pipeline independently through outbound prospecting and creative, relationship-driven outreach”
  • Emphasize your ability to research and personalize outreach to finance and compliance leaders
    — “research target accounts and personas to craft personalized outreach that resonates with finance, compliance, legal, and operations leaders”
  • Showcase your CRM hygiene and data-driven approach to managing pipeline
    — “strong CRM hygiene and a data-driven, organized approach to managing your pipeline and activity”
  • Demonstrate your ability to identify and articulate compliance pain points in your experience
    — “turn evolving compliance pain points into qualified opportunities for our Account Executives”
  • Position yourself as a culture-builder with experience in early-stage growth initiatives
    — “help establish Greenboard’s West Coast presence, setting the culture, cadence, and energy of our new Phoenix, Arizona office”
Pace · Fast PacedCollaboration · MediumAutonomy · HighDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • generating qualified pipeline
  • opening doors with senior compliance and finance stakeholders
Typical background
1-3 years of sales or business development experience

Skills & requirements

Required

Pipeline GenerationTarget Account ResearchPersonalized OutreachDiscovery ConversationsOffice Culture Setting

Preferred

Fintech Experience

Stack & domain

SalesBusiness DevelopmentPipeline GenerationOutboundCRMResearchDiscovery ConversationsResourcefulSelf-directedResilientClear CommunicationCuriousCompetitiveAccountableFinancial ComplianceRIAFintechPrivate FundsHedge Funds

About the role

Original posting from Greenboard via Ashby

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. It replaces the fragmented mix of legacy tools and automates more than previously possible. 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. We’re backed by Y Combinator, General Catalyst, Base10, and other top-tier investors, and have raised over $20M to date. Brand-name financial institutions already rely on Greenboard — and we’re growing fast.

ABOUT THE ROLE

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.

This is a high-ownership role in an early-stage environment, and a rare ground-floor opportunity: you’ll help establish and build Greenboard’s West Coast presence from our new Phoenix, Arizona office. 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 new West Coast office in Phoenix, Arizona.

WHAT YOU’LL WORK ON

  • 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
  • Help establish Greenboard’s West Coast presence, setting the culture, cadence, and energy of our new Phoenix, Arizona office as an early team member
  • 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

WHO ARE YOU?

  • Highly resourceful and self-directed, you thrive in ambiguity and don’t wait for perfect processes to exist
  • Resilient and energized by outbound, you’re undeterred by rejection and motivated by activity and results
  • Clear, concise communicator who builds rapport quickly with both executives and operators
  • 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

QUALIFICATIONS

REQUIRED

  • 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 Phoenix area, or willing to relocate to work from our new Arizona office

BENEFITS

  • 401(k) with 5% company match
  • $95,000 OTE
  • 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 — and our West Coast presence

Source: Greenboard careers (Ashby)

Similar roles

More roles at Greenboard