About Ridgeline
Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a "Best Workplace for Innovators," by Frost & Sullivan as a "Technology Innovation Leader," and by The Software Report as a "Top 100 Software Company."
Why this role exists
We're looking for a Services Sales Lead to join our expanding team, where you will play a crucial role in shaping and closing deals that directly impact our business objectives. This position involves a unique blend of sales and operational responsibilities, while also contributing to initiatives aimed at enhancing our workflow with AI. With a clear path for growth and a focus on collaborative success, this role is designed for those who want to drive strong alignment between sales, solutions consulting, implementations, and customer success to ensure a seamless customer experience.
What success looks like
In your first 6 months, you'll begin running scoping sessions independently, drafting and refining SOWs that clearly define scope, deliverables, and success metrics, and building trusted working relationships with Sales, Solutions Consulting, and Consulting. By 12 months, you're shaping services strategy and deal structure end-to-end, directly influencing scope, pricing, and contracting discussions, and helping the team scale services capacity through accurate pipeline visibility and forecasting.
What you'll do
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.
What we look for
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.
Equal Opportunity & Privacy
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.
Compensation & Benefits
The cash compensation amount for this role is targeted at $190,000 to $237,000 OTE. 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, 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.