Ridgeline is hiring a
Sales Lead

Summary

Join Ridgeline's Customer Experience department as a Services Sales Lead to participate in the sales cycle, gather requirements, and enable SaaS subscription sales. You will represent Customer Experience by participating in services discovery sessions and collaborating with the Alliances team on partnerships for implementations.

Requirements

• 5+ years experience in business development, sales or related field experience in the asset management or financial services industries
• 3+ years experience selling to the C-suite and/or proven ability to build strong relationships with executives
• Experience managing and negotiating services agreements and other contractual documentation
• Experience presenting cloud-based solutions to both functional and technical audiences and experience with value based selling
• Ability to work in a fast paced environment
• You think out-of-the-box and establish credibility with your industry knowledge, product understanding, and high quality work
• You have familiarity with consultative selling methodologies and the ability to work within a collaborative environment to achieve results
• You have financial services or investment management business acumen
• You have excellent interpersonal, communication, presentation skills
• Work well across various internal and external stakeholders and personalities
• Ability to multi-task and manage multiple priorities
• You are a self starter with attention to detail and strong time management skills
• Demonstrated ability to communicate complex concepts clearly, concisely, and confidently
• Ability to travel 25% of the time
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

Responsibilities

• Collaborate with Solutions Consultants and Sales in problem-solving to support deal closure on behalf of Customer Experience
• Understand the competitive landscape and prospect needs so you can effectively position and differentiate the value of our deployment methodology and Customer Experience services
• Present the Ridgeline Customer Experience overview and conduct services engagement sessions
• Articulate Ridgeline’s product configuration and technical services, such as data migration and integration development, to prospects in the sales cycle
• Conduct sessions with prospects to determine timelines and effort to implement Ridgeline
• Effectively price implementations based on identified requirements from discovery
• Partner with sales to propose high level implementation timelines for deployment for each deal
• Partner with Alliances to bridge relationships with partner firms when necessary and determine when partner services are needed
• Pre-sale and post-sale, partner with sales execs and/or relationship managers for upselling of services and outsourced operational offerings
• Participate in RFIs, RFPs, and RFQs on behalf of Customer Experience
• Write, negotiate, and close Customer Experience agreements, such as Statements of Work and other contractual documentation
• Assess project team training needs for prospects and customers
• Partner with Customer Experience Operations and Head of Delivery on the hand off to Consulting teams for implementation, such as project team staffing and knowledge transfer
• Maintain accurate and timely prospect, pipeline, and services forecast data
• Understand when we can slot in new implementations as it pertains to the sales pipeline and services forecast
• Provide support for services activities and events, such as our annual customer conference
• Think creatively, own problems, seek solutions, and communicate clearly along the way
• Contribute to a collaborative environment rooted in learning, teaching, and transparency

Preferred Qualifications

• Understanding of Agile principles and software development lifecycles
• Basic understanding of AWS, APIs, and serverless technology
• Knowledge of the financial services and/or asset management strategic competitive landscape, industry trends, and customer needs

Benefits

• 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement
• Unlimited vacation
• Educational and wellness reimbursements
• $0 cost employee insurance plans