Customer Success Associate

About GreenboardAt 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 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 OnOwn customer onboarding from kickoff through successful implementationGuide customers through account setup, training, and early adoptionServe as the day-to-day point of contact for customers and reselling partnersBuild trusted relationships with customer stakeholders at all levelsTranslate complex product and compliance concepts into clear, simple guidancePartner with Sales, Engineering, and Support to resolve issues quicklyCollect and synthesize customer feedback to influence product improvementsTrack onboarding progress, time-to-value, and customer satisfaction metricsMonitor churn risk indicators and proactively address issuesIdentify opportunities to improve onboarding efficiency and customer experienceWho Are You?A high-energy, positive communicator who enjoys helping customers succeedComfortable juggling multiple customers and priorities at onceProactive and action-oriented — you don’t wait to be told what to doOrganized, detail-oriented, and calm under pressureCurious and resourceful in fast-moving, early-stage environmentsExcited to work cross-functionally with Sales, Product, and EngineeringQualificationsRequired1–3 years of experience in Customer Success, Implementation, Account Management, or a related roleExceptional written and verbal communication skillsStrong organizational skills and ability to manage competing prioritiesSound judgment in prioritizing critical customer issuesWillingness to take ownership in an early-stage startup environmentPreferredFamiliarity with SaaS tools (Jira, Notion, CRM platforms)Experience working with fintech, compliance, or financial operations productsExposure to onboarding, implementations, or post-sales workflowsStartup experience or comfort operating with limited structureBenefitsSalary range: $80,000–$120,000 + meaningful equity401(k) with 5% company matchMedical, dental, and vision coverage15 days PTO + 11 company holidays + flexible sick time2 additional PTO days for each year of service (up to 10 additional days)10 remote days per year plus additional around the holidaysBi-annual off-sites and team retreatsFront-row seat to building the operating backbone of modern finance