Partnerships Lead

About the Role

You'll join Greenboard as the first dedicated owner of our partner channel. Partners are one of our largest sources of new business. Compliance consulting firms resell Greenboard to their clients, refer the firms they advise, and run compliance for dozens of RIAs and broker-dealers on our platform at once. Around them sit IT providers, custodians, law firms, and technology vendors whose clients are our clients.

This is an ownership role, not just a sales role. You'll inherit a working motion and the freedom to reinvent it. The best version of this channel probably doesn't look like a standard reseller program, and we want someone who knows the space well enough to design it. You'll deepen the partnerships we have, sign the ones we don't, and turn the channel into a repeatable revenue engine with the number in your name. That means time on the road with partners and at conferences and industry events, and being the person partners call long after the agreement is signed.

Partnership deals aren't simple. A reseller agreement touches pricing, revenue share, data protection, and affiliates, and the counterparty is often a firm that competes with us for the same client's attention. You'll need to be as comfortable in a redline as you are on a conference floor. You'll report directly to our CTO and co-founder, and work daily with sales, customer success, product, and the CEO.

What You'll Work on

Partner-sourced revenue

• Own sourced and influenced pipeline from the partner channel, with the number in your name
• Track referral attribution, partner-sourced and partner-influenced reporting, and the health of every partner relationship in HubSpot

Reseller relationships

• Run monthly check-ins and quarterly business reviews with each reseller
• Enable reseller teams to position, demo, and onboard clients to Greenboard

New partnerships

• Prospect and close new reseller and referral partners across compliance consultants, IT MSPs, custodians, law firms, and adjacent technology vendors
• Decide the right structure for each deal and lead the commercial negotiations
• Represent Greenboard at conferences and industry events where partners and their clients show up

Partner market map

• Map every compliance consulting firm and MSP serving RIAs and broker-dealers in HubSpot, and use it to prioritize who we go after next

Technology and data partnerships

• Where it makes sense, set up resale of partner products through Greenboard and of Greenboard through theirs
• Work with custodians and wealth-tech platforms on integrations and joint go-to-market where it helps our shared clients

Who You Are

• Creative about how partnerships work. You see models others miss, whether that's co-delivery, white-label, bundled services, or a referral program built around how consultants actually bill
• A relationship builder who closes. Compliance consultants and MSPs trust you quickly, and you turn that trust into signed agreements and referred deals, not friendly coffees
• Commercially sharp, with real rigor on deal structure, revenue share, prioritization, and negotiation
• A fast learner. You'll get up to speed on RIA and broker-dealer compliance quickly and earn credibility with partners who've been in the space for years
• A clear, concise communicator who can write a partner agreement summary for the CEO and a positioning doc for a reseller's sales team in the same afternoon

Qualifications

Required

• 3+ years in investment banking, management consulting, or a similar client-facing, analytical role
• Experience running deals or client engagements end to end, from scoping and structuring to negotiating terms with senior counterparts
• Comfortable working in a CRM like HubSpot, or able to pick one up quickly
• Based in NYC or willing to relocate to work from our New York office

Preferred

• A clear understanding of how consulting firms make money: how they price, staff, and win clients
• Exposure to financial services, wealth management, or regulated industries through deals or client engagements
• Partnerships, channel, or business development experience at a B2B SaaS company
• Negotiated reseller, referral, or co-sell agreements, including working with counsel on redlines
• Run ongoing partner management: enablement, QBRs, pipeline reviews, and renewals
• Relationships across compliance consultants, custodians, TAMPs, wealth-tech, or regtech are a plus
• Built something from zero at an early-stage company

Benefits

• 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