Generate pipeline and create first conversations for financial institutions and regulated businesses.
•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.
•Key Responsibilities Generate qualified pipeline through high-volume, high-quality outbound across SMB, mid-market and enterprise accounts.
•Research target accounts and personas to craft personalized outreach.
•Run initial discovery conversations to identify pain, qualify fit, and book meetings.
•Help establish Greenboard’s West Coast presence, setting the culture, cadence, and energy of our new Phoenix, Arizona office.
•Partner closely with Account Executives and leadership to refine targeting, messaging, and outbound strategy.
•Requirements 1–3 years of experience in a customer-facing, sales, business development, or pipeline-generation role.
•Proven ability to generate meetings and pipeline independently through outbound prospecting.
•Comfortable with high-volume outbound activity and structured discovery to qualify fit.
•Strong CRM hygiene and a data-driven, organized approach to managing your pipeline and activity.
•Based in the greater Phoenix area, or willing to relocate to work from our new Arizona office.
Lead GenerationSalesforceHubSpotCRMNegotiationMarket AnalysisPipeline ManagementB2B Sales
Nice-to-have skills
Compliance Management
Domain expertise
fintechlegaltech
Benefits & perks
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
Tech stack
PythonJavaScriptSQLNode.jsReactAWSGoogle CloudAzureDockerKubernetesCI/CDGitLinuxJiraConfluenceSalesforceHubSpotREST API