Note: The job is a remote job and is open to candidates in USA. Ridgeline is a pioneering company that provides a front-to-back system of record for investment managers, aiming to modernize the industry with advanced technology. The Services Sales Lead will shape and close deals that align with business objectives, focusing on sales and operational responsibilities while enhancing workflows with AI. This role involves collaboration across various teams to ensure a seamless customer experience and effective service strategies.
Responsibilities
- 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
Skills
- 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%
- Passion for leveraging AI tools and modern technology in customer interactions
Benefits
- Participate in our Company Stock Plan subject to the applicable Stock Option Agreement
- Unlimited vacation
- Educational and wellness reimbursements
- $0 cost employee insurance plans
Company Overview
Company H1B Sponsorship