Solutions Consultant

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November 11

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Ridgeline

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Finance • SaaS • Fintech

Ridgeline is a company that offers a cloud-based platform designed for investment management firms. It provides solutions for client engagement, portfolio management, trading, compliance, accounting, and reporting, all integrated into a single AI-enabled platform. Ridgeline aims to enhance operational efficiency, digital transformation, and growth for its customers by consolidating multiple systems into one. The platform is known for its intuitive, scalable, and secure design that supports various financial operations and fosters better management of investor relationships. Ridgeline positions itself as a transformative tool for firms seeking to advance in a competitive industry landscape.

201 - 500 employees

Founded 2017

💸 Finance

☁️ SaaS

💳 Fintech

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ Benefits

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