G
greenboardvia Ashby
Operations and Strategy Associate
New York City$100K - $140K/yrPosted 4mo ago
OtherEntry LevelFull-time#ai-lab
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About the 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 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
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
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