Services Sales Lead

Summary

Join Ridgeline’s Customer Experience (CX) team as a Services Sales Lead and drive the services component of the sales process. You will scope, price, and position implementation strategies, collaborating with various teams to ensure seamless transitions. This pivotal role involves shaping discovery sessions, influencing strategic deals, and championing the value-driven deployment methodology. You will leverage cutting-edge technologies to enhance customer interactions and optimize services delivery. Responsibilities include understanding customer requirements, collaborating with sales teams, acting as a strategic advocate, and negotiating services agreements. You will also contribute to RFPs and maintain accurate forecasting.

Requirements

• 7+ years of experience in business development, services sales, or a related role in financial services or asset management
• 5+ years of executive-level relationship management and sales experience
• Strong track record negotiating service contracts and Statements of Work
• Demonstrated experience presenting SaaS solutions to both technical and business audiences
• Familiarity with consultative and value-based selling methodologies
• Strong industry acumen in asset management or financial services
• Excellent interpersonal, presentation, and communication skills
• Proven ability to collaborate across internal teams and external partners
• Self-starter with strong time management and organizational skills
• Ability to travel up to 50%

Responsibilities

• Understand competitive positioning and customer requirements to articulate the value of Ridgeline’s deployment methodology and CX service
• Collaborate with Solutions Consultants and Sales teams to support deal closure by solving strategic implementation challenges
• Act as a strategic advocate for Ridgeline’s Customer Experience offerings throughout the sales and post-sale lifecycle
• Partner with legal, finance, and product teams to ensure accurate scoping, pricing, and service delivery commitments
• Deliver Customer Experience presentations and facilitate engagement sessions with prospective clients
• Communicate technical and functional aspects of Ridgeline’s services—including integrations and data migrations—throughout the sales cycle
• Scope project requirements and timelines during discovery sessions, pricing implementations to ensure alignment with services margin goals
• Propose tailored implementation timelines and resource plans in partnership with Sales and Alliance
• Coordinate with partner firms when third-party services are required to support implementation
• Collaborate with Customer Success to support upsell opportunities for services and outsourced operational offerings
• Contribute to RFIs, RFPs, and RFQs with service-specific responses
• Negotiate and finalize services agreements, including Statements of Work and contractual terms
• Ensure smooth handoff to Consulting teams by supporting staffing, planning, and knowledge transfer activities
• Maintain accurate forecasting and pipeline visibility for service delivery capacity
• Support service-related events, including Ridgeline’s annual customer conference
• Contribute to the development and implementation of processes to improve cross-functional collaboration and services sales efficiency

Preferred Qualifications

• Knowledge of Agile methodologies and software development lifecycle
• Familiarity with cloud platforms like AWS, serverless architecture, and APIs
• Insight into asset management trends and the competitive landscape

Benefits

• The cash compensation amount for this role is targeted at $162,500 - $193,750 OTE
• 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