Solutions Consultant
Ridgeline
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $193,500 - $226,500 per year
Job Level
SeniorLead
Tech Stack
Cloud
About the role
- 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.
Requirements
- 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
- unlimited vacation
- educational and wellness reimbursements
- $0 cost employee insurance plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial servicesfintech deploymentsales engineeringsolutions architectureinvestment managementOrder Management System (OMS)Portfolio Management System (PMS)accounting platformscloud-based solutionsconsultative selling methodologies
Soft skills
exceptional communication skillscollaborativeproblem solvingself-starterprofessionalismrelationship buildingability to articulate complex conceptslead product demonstrationswillingness to learnfriendly demeanor
Certifications
Bachelor’s degree in Computer ScienceBachelor’s degree in Information SystemsBachelor’s degree in EngineeringBachelor’s degree in Finance