
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.
🔥 8 minutes ago
Where this job comes from
Posted on Ridgeline's careers page, not through a job board
First seen by Remote Rocketship 8 minutes ago

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.
• Lead business development efforts by selling the Ridgeline platform to named accounts in the asset management industry • Drive new business sales from initial prospecting through close • Establish trust and develop long-term relationships with C-suite decision-makers using consultative selling skills • Orchestrate cross-functional resources, including pre-sales, value management, marketing, and support teams, to advance deals • Apply industry knowledge to position Ridgeline as a cloud-native alternative to legacy platforms • Maintain and manage a robust pipeline in Salesforce, ensuring accurate forecasting and opportunity tracking • Travel regularly, approximately 33%, to cultivate in-person relationships with prospects and clients • Build a pipeline, run consultative sales processes through negotiation, close new business, and contribute to company growth
• Must be work authorized in the United States without the need for employer sponsorship • 7–10 years of enterprise software sales experience, ideally in asset or wealth management • 2–3 years of quota-carrying experience with a strong record of revenue attainment • Proven ability to establish and grow strategic relationships, including C-suite engagement • Deep understanding of the asset management competitive landscape, trends, and challenges • Familiarity with consultative selling frameworks and collaborative team sales processes • Excellent communication, presentation, negotiation, and interpersonal skills • Self-starter with strong attention to detail, organization, and time management • Bachelor’s degree in Business Administration or a related field • Prior experience selling cloud-based platforms or SaaS solutions in financial services • Familiarity with alternative investment firms or multi-asset managers
• Company Stock Plan, subject to the applicable Stock Option Agreement • Unlimited vacation • Educational reimbursements • Wellness reimbursements • $0 cost employee insurance plans • Opportunities for career advancement • Opportunity to make a true impact on the product
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🇺🇸 United States – Remote
💵 $118.3k - $177.5k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🤑 Sales
🦅 H1B Visa Sponsor