Services Sales Lead

Job not on LinkedIn

🕒 July 21

🗽 New York – Remote

🗽 New York – Remote

💵 $190k - $237k / year

⏰ Full Time

🟠 Senior

🤑 Sales

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Ridgeline

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2017

💼 Consulting

💸 Finance

☁️ SaaS

Consulting • Finance • SaaS

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.

📋 Description

• Shape services strategy and deal structure in partnership with Sales, Solutions Consultants, and Consulting teams. • Lead scoping sessions to uncover customer requirements, operating models, and success criteria for go-live. • Draft and refine Statements of Work (SOWs) that clearly define scope, deliverables, timelines, and success metrics. • Devise implementation strategies that balance customer goals, delivery feasibility, and Ridgeline’s best practices. • Collaborate with Legal, Finance, and Product to ensure accuracy and scalability in pricing and scope. • Translate customer requirements into actionable delivery frameworks and resourcing plans in partnership with Consulting. • Influence scope, pricing, and contract discussions to ensure clarity, accountability, and customer alignment. • Maintain pipeline visibility and accurate forecasting for services capacity.

🎯 Requirements

• 7+ years in consulting, implementation strategy, or account management within financial services software companies. • 5+ years of experience shaping deal strategies and/or managing Statements of Work for enterprise technology engagements. • Deep understanding of asset management industry dynamics. • Experience contributing to or leading scope definition, pricing, and contracting discussions for enterprise services. • Proven ability to present SaaS solutions and service strategies to executive and operational audiences. • Familiarity with consultative and value-based solution design and value engineering methodologies. • Exceptional interpersonal, presentation, and communication skills. • Proven cross-functional collaborator with internal teams and external partners. • Self-starter with excellent organizational and time management skills. • Willingness to travel up to 35%.

🏖️ Benefits

• unlimited vacation • educational reimbursements • wellness reimbursements • $0 cost employee insurance plans • Company Stock Plan