Greenboard is seeking an Operations and Strategy Associate to join their team in New York, NY. The role involves scaling operations, managing RevOps and finance operations, and driving high-impact cross-functional projects.
About the Role
As an Operations & Strategy Associate, you will work directly with the Head of Operations & Strategy to enhance Greenboard's operational efficiency. Your responsibilities will include managing RevOps fundamentals, developing trusted reporting, researching and implementing systems, and creating financial and operational models to guide decision-making. You will also support day-to-day finance operations and collaborate with various teams to ensure smooth execution of projects.
About You
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: $100k–$140k + 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.
Greenboard
Fintechs, private funds, and wealth managers all use Greenboard to consolidate compliance software functionality onto a single modern platform that uses AI to detect risk and reduce tedium.