Solutions Consultant - Remote

Overview

As a Solutions Consultant at Ridgeline, you will play a critical role in driving sales success by providing functional and technical expertise during the sales cycle. This role offers the chance to engage with leaders across the asset management industry, showcase Ridgeline’s unified cloud-native platform, and directly influence the adoption of modern investment management solutions.

In Short

• 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.
• Partner closely with sales, product development, and implementation teams.
• Manage the sales process by assisting with RFP/RFI responses.
• Provide critical feedback to product management teams.
• Develop a deep understanding of client needs.
• Travel regularly (20-40%) to engage with prospects.
• Foster a collaborative, transparent environment.

Requirements

• 8+ years of experience in financial services or similar roles.
• 5+ years of client-facing experience with technology-based enterprise solutions.
• Deep understanding of investment management systems.
• Strong knowledge of financial markets and compliance processes.
• Familiarity with consultative selling methodologies.
• Exceptional communication skills.
• Bachelor’s degree in a related field.
• Self-starter with a friendly demeanor.
• Experience presenting cloud-based solutions.
• Willingness to learn about cutting-edge technologies.

Benefits

• Opportunities for career advancement.
• Participation in Company Stock Plan.
• Unlimited vacation.
• Educational and wellness reimbursements.
• $0 cost employee insurance plans.