Description

You will lead technical product demonstrations, partner with sales and product teams, and serve as a product expert to help redefine investment management workflows. This role drives sales success by showcasing Ridgeline's cloud-native platform to asset management leaders.

Requirements

• 8+ years in financial services, fintech deployment, sales engineering, or similar
• 5+ years client-facing experience with enterprise solutions in Asset/Wealth Management
• Deep understanding of OMS, PMS, Accounting platforms, and financial markets
• Familiarity with consultative selling and strong presentation skills
• Bachelor's degree in Computer Science, Information Systems, Engineering, Finance, or related

Responsibilities

• Lead technical and functional product demonstrations to highlight Ridgeline solutions
• Partner with sales, product, and implementation teams for seamless client experiences
• Manage sales process by assisting with RFP/RFI responses and creating SOWs
• Provide feedback to product management for continuous product enhancements
• Travel 20-40% to engage with prospects and support sales efforts