Services Sales Lead

Are you an experienced professional with a passion for driving customer success through consultative service engagements? Do you excel at shaping services solutions to meet unique client needs while collaborating across sales, product, and delivery teams? Are you eager to build strong relationships with executives and drive the adoption of cutting-edge SaaS solutions? If so, we invite you to join our innovative Customer Experience team at Ridgeline.

As an integral member of the CX Operations team, you will drive the services component of the sales cycle, ensuring that Ridgeline implementations are precisely scoped, priced, and aligned with customer needs. You’ll play a key role in accelerating SaaS subscription sales by supporting the Business Development team and participating in services discovery processes. You will also collaborate with the Alliances team to enhance implementation partnerships and ensure high customer satisfaction. This position requires a strategic, detail-oriented individual who thrives on building value-driven relationships and delivering exceptional customer outcomes.

What will you do?

• Collaborate with Solutions Consultants and Sales in problem-solving to support deal closure on behalf of Customer Experience
• Understand competitive landscapes and prospect needs in order to effectively position and differentiate the value of our deployment methodology and Customer Experience services  
• Provide leadership and expertise in the creation, implementation, and stewardship of new processes to enhance cross-functional workflows and drive operational efficiency in services sales
• Act as an internal and external champion for Ridgeline's Customer Experience services, driving awareness and adoption throughout the sales cycle and post-sale engagements
• Cross-collaborate effectively with internal teams, such as legal, finance, and product, to ensure seamless service delivery and customer satisfaction of deals
• 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 and understand the impact of pricing on services margins across several deals
• 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
• 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 

Desired Skills and Experience

• 10+ years experience in business development, sales or related field experience in the asset management or financial services industries
• 5+ 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 think out-of-the-box and establish credibility with your industry knowledge, product understanding, and high quality work
• Familiarity with consultative selling methodologies and the ability to work within a collaborative environment to achieve results
• Deep financial services or investment management business acumen 
• 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
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space.
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

Bonus:

• 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

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. 

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”

Compensation and Benefits 

The cash compensation amount for this role is targeted at $162,500 - $225,000. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. 

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. 

In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

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