Sales Executive

🕒 January 2

🎰 Nevada, New York – Remote

🎰 Nevada – Remote 🗽 New York – Remote

💵 $250k - $300k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

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Ridgeline

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2017

💸 Finance

☁️ SaaS

💳 Fintech

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.

📋 Description

• 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, contributing directly to Ridgeline’s growth trajectory • Use your consultative selling skills to establish trust and develop long-term relationships with C-suite decision-makers • Orchestrate cross-functional resources—including pre-sales, value management, marketing, and support teams—to advance deals • Apply deep 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 (~33%) to cultivate in-person relationships with prospects and clients

🎯 Requirements

• 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

🏖️ Benefits

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