Greenboard · 1 day ago
Customer Success Associate
New York City
Full-time
Onsite
Entry Level
$80K/yr - $120K/yr
1+ years expGreenboard is building the future of financial compliance with an all-in-one compliance platform for financial firms. As a Customer Success Associate, you will ensure a smooth onboarding process and manage day-to-day interactions with clients and partners to enhance their experience with the platform.
ComplianceFinTechSoftware
Responsibilities
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
Qualification
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
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
Company
Greenboard
Greenboard is a financial software company that develops software to bridge the gap between regulation and financial innovation.
2-10 employees
Funding
Current Stage
Early StageTotal Funding
$4.5M2024-04-03Seed· $4.5M
2023-06-29Pre Seed
Leadership Team
Dave Feldman
Co-Founder & CEO
Recent News
thesaasnews.com
2024-05-09
2024-05-09
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