Partnerships Lead at Greenboard · LumiJobs

Responsibilities

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.
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

Qualification

Creative about how partnerships workA relationship builder who closesCommercially sharpA fast learnerA clear3+ years in investment bankingExposure to financial servicesPartnershipsNegotiated resellerRun ongoing partner management

Required

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
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

Partnerships Lead

Responsibilities

Qualification

Required

Preferred

Benefits

Company

Greenboard

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