Note: The job is a remote job and is open to candidates in USA. Ridgeline is a leading company in financial technology, seeking a Solutions Consultant to drive sales success by providing functional and technical expertise. The role involves engaging with clients, showcasing Ridgeline’s platform, and collaborating with cross-functional teams to enhance client experiences.
Responsibilities
- Lead technical and functional product demonstrations to highlight the value of Ridgeline’s solutions to prospective clients
- Serve as a product expert, showcasing how Ridgeline addresses investment management needs for stakeholders such as Traders, Portfolio Managers, IT, Accounting, and Compliance Officers
- Partner closely with sales, product development, and implementation teams to ensure seamless client experiences from pre-sales through deployment
- Manage the sales process by assisting with RFP/RFI responses and creating Statements of Work (SOW) in collaboration with internal teams
- Provide critical feedback to product management teams to drive continuous product enhancements and innovation
- Develop a deep understanding of client needs, offering tailored solutions that emphasize Ridgeline’s single-platform capabilities across functionalities such as Order Management, Accounting, and Reporting
- Travel regularly (20-40%) to engage with prospects, build relationships, and support sales efforts
- Foster a collaborative, transparent environment rooted in learning, teaching, and mutual success
Skills
- 8+ years of experience in financial services, fintech deployment, sales engineering, solutions architecture, or similar roles
- 5+ years of client-facing experience with technology-based enterprise solutions in Asset or Wealth Management
- Deep understanding of investment management, including systems such as OMS, PMS, and Accounting platforms
- Strong knowledge of financial markets, portfolio management, trading, performance and risk, compliance, and trade settlement processes
- Familiarity with consultative selling methodologies and a proven ability to work collaboratively in achieving results
- Exceptional communication skills, including the ability to articulate complex concepts clearly and lead product demonstrations for diverse audiences
- Bachelor's degree in Computer Science, Information Systems, Engineering, Finance, or a related field
- Self-starter with a friendly demeanor, professionalism, and the ability to forge strong relationships with senior market practitioners
- Experience presenting cloud-based solutions and driving value-based sales approaches
- 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
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