GreenboardOperations and Strategy Associate
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 an Operations & Strategy Associate, you’ll work directly with the Head of Operations & Strategy to scale how Greenboard operates. You’ll own foundational RevOps and finance operations, develop reporting that leadership trusts, and drive high-impact cross-functional projects to completion. You’ll research and implement the systems and processes that power our go-to-market and back office, and create high-quality financial and operational models to inform prioritization and resourcing decisions.
This is a full-time, on-site role in NYC.
What You’ll Work On
Manage RevOps fundamentals, including maintaining CRM hygiene and building pipeline + conversion reporting the team trusts
Research and evaluate RevOps and finance systems (CRM, billing/invoicing, expense management, reporting/BI, data tooling); develop recommendations with clear tradeoffs and implementation plans
Own and maintain detailed financial, operational, and pricing models, ensuring the highest quality and accuracy to inform prioritization and resourcing decisions
Support Head of Operations & Strategy with day-to-day finance operations, including invoicing and collections (AR), vendor payments (AP), expense management, and keeping records clean and up to date
Create lightweight dashboards and decision materials (briefs, KPIs, reporting) that synthesize quantitative + qualitative inputs and surface trends, risks, and operational insights for leadership
Run focused competitive/market analyses (e.g., pricing, positioning, tooling landscape) tied to specific decisions
Partner with Sales, Customer Success, Engineering, and Product to unblock execution and resolve issues quickly
Who Are You?
A high-ownership operator who loves turning ambiguity into plans, owners, and measurable outcomes
Structured and analytical, you can work with data, define metrics, and explain what the numbers mean
Comfortable juggling multiple workstreams and driving alignment without formal authority
Resourceful and action-oriented in early-stage environments; you start from zero and iterate quickly
You like formulating the first version of a process, running it, and iterating fast based on what breaks
Qualifications
Required
1-4 years of experience in consulting/investment banking and/or operating roles at a high-growth startup (BizOps, Strategy & Ops, RevOps, or Finance)
Exceptional written and verbal communication skills
Ruthless prioritization with a strong bias to action
Extreme attention to detail with a high regard for precision
Strong organizational and project management skills; able to manage multiple workstreams and drive clarity from ambiguity
Proactive problem-solver who turns strategy into plans with owners, timelines, and measurable outcomes
Hustle, resourcefulness, and ownership suited to an early-stage startup
Excellent relationship-builder with ability to influence without authority
Demonstrated ability to design a simple process, implement it, measure it, and iterate
Preferred
Familiarity with creating and enhancing operating cadences (OKRs/KPIs, reporting, cross-functional planning)
Exposure to fintech, compliance, or financial operations products
Comfort operating with limited structure in early-stage environments
Proficiency in spreadsheet-based financial/operating models (budgeting, forecasting, scenario planning)
Experience with HubSpot
Benefits
Salary range: $100,000–$140,000 + meaningful equity
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
Front-row seat to building the operating backbone of modern finance