Customer Success Manager

About this role

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 Rol

eAs a Customer Success Manager, you'll own the end-to-end relationship for a portfolio of Greenboard's most important clients and reselling partners. You'll drive onboarding and implementation, manage renewals and expansion conversations, and act as the strategic point of contact for stakeholders up to executive level. This role has real influence over how we scale customer success as a function — you'll help shape process, not just follow it

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This is a full-time, on-site role located in NY

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What You'll Work

• OnOwn the full customer lifecycle for a portfolio of accounts, from onboarding through renewal and expans
• ionLead onboarding and implementation for our more complex and higher-stakes accou
• ntsServe as the senior day-to-day point of contact for customers and reselling partners, including executive stakehold
• ersBuild trusted, strategic relationships that go beyond day-to-day supp
• ortTranslate complex product and compliance concepts into clear guidance for technical and non-technical audiences al
• ikeIdentify churn risk early and drive proactive retention strategies, not just react to iss
• uesSpot expansion and upsell opportunities and pa...