Company Description

Greenboard is building the “Rippling” for financial compliance and operations. Our goal: enable regulated financial firms to run their back office at a higher standard with half the headcount. We’re starting with financial compliance.

Our founding team includes engineers who scaled products at Amazon, Google, and several unicorn startups. We’re backed by Y Combinator, General Catalyst, Base10 and other fantastic investors, and have raised over $20 million to date. Brand-name financial institutions already rely on Greenboard, and we’re growing quickly.

About the Role

As a Customer Success Associate at Greenboard, you’ll play a key role in ensuring every client and reselling partner has a smooth and successful journey with us. You’ll support onboarding, manage day-to-day client interactions, and partner with internal teams to deliver an exceptional customer experience. We’re looking for someone who brings energy and positivity to every interaction, can make complex ideas simple for our clients, and thrives in the hustle of an early-stage startup.

Onboarding Management

• Guide new customers through account setup, product training, and initial implementation
• Ensure customers understand and adopt the platform’s features

Relationship Building

• Serve as the day-to-day point of contact for customers during onboarding and beyond
• Build trust and strong relationships with stakeholders at all levels
• Gather and share feedback to continuously improve the customer experience

Collaboration with Internal Teams

• Partner with Sales and Engineering to align customer needs with solutions
• Provide structured feedback to the Engineering team on common pain points and feature requests
• Coordinate with Technical Support to resolve issues quickly and accurately

Metrics and Reporting

• Track and report onboarding progress, time-to-value, and customer satisfaction
• Monitor KPIs such as onboarding completion rates and churn risk indicators
• Identify opportunities to improve efficiency and shorten ramp-up time

What We're Looking For

• 1–3 years of experience in Customer Success, Implementation, Account Management, or related role
• Exceptional written and verbal communication skills; able to explain complex concepts simply
• Strong organizational skills and ability to manage multiple client needs at once
• Collaborative mindset with comfort working across Sales, Product, and Engineering
• Strong judgment in managing competing priorities, ensuring the most critical issues are addressed first
• Proactive problem-solver with a bias for action
• Familiarity with SaaS tools (Jira, Notion, CRM platforms) is a plus
• Interest in fintech, compliance, or financial operations is a plus
• Hustle, resourcefulness, and ownership suited to an early-stage startup

Benefits

• Salary Range: $80,000 - $120,000 + meaningful equity (you’re early—you’ll feel it)
• 401(k) with 5 % company match
• Medical, dental & vision
• 15 days PTO + 10 company holidays + flexible sick time
• Off-sites & team retreats
• Front-row seat to building the operating backbone of modern finance