Solutions Consultant

🕒 Novembro 11, 2025

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $193.500 - $226.500 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

💻 Engenheiro de Soluções

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Ridgeline

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2017

💼 Consultoria

💸 Finanças

☁️ SaaS

Consulting • Finance • SaaS

A Ridgeline é uma empresa que oferece uma plataforma baseada em nuvem projetada para empresas de gestão de investimentos. Ela fornece soluções para engajamento de clientes, gerenciamento de portfólio, negociação, conformidade, contabilidade e relatórios, tudo integrado em uma única plataforma habilitada por IA. A Ridgeline visa melhorar a eficiência operacional, a transformação digital e o crescimento de seus clientes ao consolidar múltiplos sistemas em um só. A plataforma é conhecida por seu design intuitivo, escalável e seguro que apoia várias operações financeiras e promove uma melhor gestão das relações com investidores. A Ridgeline se posiciona como uma ferramenta transformadora para empresas que buscam avançar em um mercado competitivo.

Descrição

• Lead technical and functional product demonstrations to highlight the value of Ridgeline’s solutions to prospective clients. • Serve as a product expert, showcasing how Ridgeline addresses investment management needs for stakeholders such as Traders, Portfolio Managers, IT, Accounting, and Compliance Officers. • Partner closely with sales, product development, and implementation teams to ensure seamless client experiences from pre-sales through deployment. • Manage the sales process by assisting with RFP/RFI responses and creating Statements of Work (SOW) in collaboration with internal teams. • Provide critical feedback to product management teams to drive continuous product enhancements and innovation. • Develop a deep understanding of client needs, offering tailored solutions that emphasize Ridgeline’s single-platform capabilities across functionalities such as Order Management, Accounting, and Reporting. • Travel regularly (20-40%) to engage with prospects, build relationships, and support sales efforts. • Foster a collaborative, transparent environment rooted in learning, teaching, and mutual success.

🎯 Requisitos

• 8+ years of experience in financial services, fintech deployment, sales engineering, solutions architecture, or similar roles. • 5+ years of client-facing experience with technology-based enterprise solutions in Asset or Wealth Management. • Deep understanding of investment management, including systems such as OMS, PMS, and Accounting platforms. • Strong knowledge of financial markets, portfolio management, trading, performance and risk, compliance, and trade settlement processes. • Familiarity with consultative selling methodologies and a proven ability to work collaboratively in achieving results. • Exceptional communication skills, including the ability to articulate complex concepts clearly and lead product demonstrations for diverse audiences. • Bachelor’s degree in Computer Science, Information Systems, Engineering, Finance, or a related field. • Self-starter with a friendly demeanor, professionalism, and the ability to forge strong relationships with senior market practitioners. • Experience presenting cloud-based solutions and driving value-based sales approaches. • Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space. • An aptitude for problem solving • Ability to communicate effectively • Serious interest in having fun at work

🏖️ Benefícios

• unlimited vacation • educational and wellness reimbursements • $0 cost employee insurance plans