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The Strategic Sales Executive will open and lead strategic accounts at large financial institutions, build executive relationships, develop multi-year account plans, lead complex software sales, coordinate internal and external resources, navigate procurement processes, and close large multi-year deals. The role requires a strong hunting track record, executive-level communication, emotional intelligence, meticulous client management, and extensive travel.

Own the discovery, delivery, governance, and roadmap for reporting data infrastructure, including the Reporting Engine, Report Builder data layer, and Historical Data Archive. Partner with engineering on distributed query platforms, curate trusted datasets, define cross-domain data concepts, write PRDs, support customer implementations, and address enhancements. Use AI tools throughout the product lifecycle while balancing technical, business, and customer needs.

Drive new enterprise software sales to asset management firms, from prospecting through close. Build strategic relationships with C-suite decision-makers, manage a Salesforce pipeline, forecast opportunities, and lead consultative, value-based sales processes. Coordinate pre-sales, value management, marketing, and support teams to advance deals. Apply asset management industry expertise to position Ridgeline’s cloud-native platform against legacy systems. Travel approximately 33% to develop prospect and client relationships.

Sales Executive responsible for selling Ridgeline’s investment management platform to named asset management accounts. The role drives new business from prospecting through close, builds C-suite relationships, manages pipeline and forecasting in Salesforce, and coordinates pre-sales, marketing, value management, and support teams. Candidates should have enterprise software sales experience, quota-carrying success, asset management industry knowledge, consultative selling skills, and strong communication abilities. Travel is approximately 33%.

Drive new enterprise software sales across asset management firms, from prospecting through close. Build and manage Salesforce pipeline, engage C-suite decision-makers, use consultative selling, coordinate presales and other cross-functional teams, and position Ridgeline’s cloud-native platform against legacy systems. The role requires regular travel of approximately 33% and focuses on achieving revenue targets through strategic account development and relationship building.

Leads architecture and development of a production agentic AI platform. Defines technical strategy, engineering standards, reliability and model evaluation practices, and scalable AI capabilities. Designs RAG integrations, third-party data connections, model routing, tool use, and code execution systems. Partners across Engineering, Product, and Data to drive adoption, resolve technical challenges, and align AI investments with customer outcomes while contributing directly to product delivery.

Serve as R&D finance business partner for Product, Engineering, Design, Security and tech teams. Lead R&D budgeting, forecasting, long-range planning, cloud cost management, financial modeling, variance analysis, executive reporting, business cases, and process automation using AI-enabled tools while supporting accounting, procurement, and FinOps practices.

Provide advanced IT support across endpoints, identity, software, licensing, and business applications. Manage account lifecycles, macOS devices, Jamf, security tools, and corporate technology services. Build automations using workflows, APIs, webhooks, and scripting; apply AI-assisted troubleshooting responsibly; create self-service resources; monitor service levels; support onboarding, offboarding, Zoom Rooms, AV, and office networks; and collaborate with Security and Infrastructure while mentoring junior teammates.

Designs and strengthens identity and access management by implementing RBAC, managing account and permission inventories, automating provisioning and de-provisioning, conducting access audits, developing security policies, leading IAM-related incident response, and maintaining technical documentation. The role requires collaboration across security and IT teams to support compliance with NIST, GDPR, ISO 27001, and other identity management standards.

Lead the design and implementation of enterprise AI learning and enablement programs at Ridgeline, fostering AI adoption across all employee levels.