Are you a dynamic communicator who thrives on building trust with executive stakeholders? Do you excel at shaping implementation strategies and closing complex service agreements in a fast-moving SaaS environment? Are you excited to drive innovation in enterprise service delivery for the investment management industry? If so, we invite you to be a part of our innovative team.
As a Services Sales Lead on Ridgeline’s Customer Experience (CX) team, you will be responsible for driving the services component of our sales process, helping scope, price, and position implementation strategies that align with our customers’ goals and Ridgeline’s vision. You’ll work closely with Business Development, Product, and Alliances to deliver seamless transitions from sales to implementation. In this pivotal role, you will shape discovery sessions, influence strategic deals, and champion our value-driven deployment methodology. You’ll leverage cutting-edge technologies—including AI tools like ChatGPT—to enhance customer interactions and optimize services delivery.
What will you do?
- Understand competitive positioning and customer requirements to articulate the value of Ridgeline’s deployment methodology and CX service
- Collaborate with Solutions Consultants and Sales teams to support deal closure by solving strategic implementation challenges
- Act as a strategic advocate for Ridgeline’s Customer Experience offerings throughout the sales and post-sale lifecycle
- Partner with legal, finance, and product teams to ensure accurate scoping, pricing, and service delivery commitments
- Deliver Customer Experience presentations and facilitate engagement sessions with prospective clients
- Communicate technical and functional aspects of Ridgeline’s services—including integrations and data migrations—throughout the sales cycle
- Scope project requirements and timelines during discovery sessions, pricing implementations to ensure alignment with services margin goals
- Propose tailored implementation timelines and resource plans in partnership with Sales and Alliance
- Coordinate with partner firms when third-party services are required to support implementation
- Collaborate with Customer Success to support upsell opportunities for services and outsourced operational offerings
- Contribute to RFIs, RFPs, and RFQs with service-specific responses
- Negotiate and finalize services agreements, including Statements of Work and contractual terms
- Ensure smooth handoff to Consulting teams by supporting staffing, planning, and knowledge transfer activities
- Maintain accurate forecasting and pipeline visibility for service delivery capacity
- Support service-related events, including Ridgeline’s annual customer conference
- Contribute to the development and implementation of processes to improve cross-functional collaboration and services sales efficiency
Desired Skills and Experience
- 7+ years of experience in business development, services sales, or a related role in financial services or asset management
- 5+ years of executive-level relationship management and sales experience
- Strong track record negotiating service contracts and Statements of Work
- Demonstrated experience presenting SaaS solutions to both technical and business audiences
- Familiarity with consultative and value-based selling methodologies
- Strong industry acumen in asset management or financial services
- Excellent interpersonal, presentation, and communication skills
- Proven ability to collaborate across internal teams and external partners
- Self-starter with strong time management and organizational skills
- Ability to travel up to 50%
Bonus:
- Knowledge of Agile methodologies and software development lifecycle
- Familiarity with cloud platforms like AWS, serverless architecture, and APIs
- Insight into asset management trends and the competitive landscape
About Ridgeline
Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.
With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”
Compensation and Benefits
The cash compensation amount for this role is targeted at $162,500 – $193,750 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.
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