Customer Success Associate

Overview

At Greenboard, we're building the future of financial compliance. Greenboard provides financial firms with an all-in-one compliance platform, replacing the need to buy and manage 4+ separate SaaS tools.

As a customer success associate 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.

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

What You'll Work On

• Own customer onboarding from kickoff through successful implementation
• Guide customers through account setup, training, and early adoption
• Serve as the day-to-day point of contact for customers and reselling partners
• Build trusted relationships with customer stakeholders at all levels
• Translate complex product and compliance concepts into clear, simple guidance
• Partner with Sales, Engineering, and Support to resolve issues quickly
• Collect and synthesize customer feedback to influence product improvements
• Track onboarding progress, time-to-value, and customer satisfaction metrics
• Monitor churn risk indicators and proactively address issues
• Identify opportunities to improve onboarding efficiency and customer experience

Who Are You?

• A high-energy, positive communicator who enjoys helping customers succeed
• Comfortable juggling multiple customers and priorities at once
• Proactive and action-oriented - you don't wait to be told what to do
• Organized, detail-oriented, and calm under pressure
• Curious and resourceful in fast-moving, early-stage environments
• Excited to work cross-functionally with Sales, Product, and Engineering

Qualifications
Required

• 1-3 years of experience in Customer Success, Implementation, Account Management, or a related role
• Exceptional written and verbal communication skills
• Strong organizational skills and ability to manage competing priorities
• Sound judgment in prioritizing critical customer issues
• Willingness to take ownership in an early-stage startup environment

Preferred

• Familiarity with SaaS tools (Jira, Notion, CRM platforms)
• Experience working with fintech, compliance, or financial operations products
• Exposure to onboarding, implementations, or post-sales workflows
• Startup experience or comfort operating with limited structure

Benefits

• Salary range: $80,000-$120,000 + meaningful equity
• 401(k) with 5% company match
• Medical, dental, and vision coverage
• 15 days PTO + 10 company holidays + flexible sick time
• Off-sites and team retreats
• Front-row seat to building the operating backbone of modern finance

About Greenboard

Greenboard is building the "Rippling for financial compliance." Our mission is to help regulated financial firms run best-in-class compliance programs with half the headcount.

Our founding team includes engineers who have scaled products at Amazon, Google, and multiple unicorn startups. We're backed by Y Combinator, General Catalyst, Base
10, 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.