Sales Executive

Are you a dynamic salesperson who thrives on building meaningful relationships in the investment management industry? Do you enjoy opening new doors, crafting strategic pitches, and driving consultative sales from first touch to final close? Are you passionate about helping firms modernize their operations with powerful, cloud-native solutions?
If so, we invite you to be a part of our innovative team.

As a Sales Executive at Ridgeline, you’ll join our Sales & Marketing organization and contribute to the continued growth of our platform. This individual contributor role is focused on identifying and closing new business opportunities across asset management firms, using a consultative and value-based approach. You'll sell a platform that unifies data across Accounting, OMS, Client Engagement, Performance, and Reporting. You’ll work cross-functionally with internal teams and leverage AI tools like ChatGPT to amplify your productivity, streamline outreach, and manage a dynamic pipeline with precision.

At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture.
If this excites you, we’d love to meet you.

You must be work authorized in the United States without the need for employer sponsorship.

• Lead business development efforts by selling the Ridgeline platform to named accounts in the asset management industry
• Drive new business sales from initial prospecting through close, contributing directly to Ridgeline’s growth trajectory
• Use your consultative selling skills to establish trust and develop long-term relationships with C-suite decision-makers
• Orchestrate cross-functional resources—including pre-sales, value management, marketing, and support teams—to advance deals
• Apply deep industry knowledge to position Ridgeline as a cloud-native alternative to legacy platforms
• Maintain and manage a robust pipeline in Salesforce, ensuring accurate forecasting and opportunity tracking
• Travel regularly (~33%) to cultivate in-person relationships with prospects and clients

• 7–10 years of enterprise software sales experience, ideally in asset or wealth management
• 2–3 years of quota-carrying experience with a strong record of revenue attainment
• Proven ability to establish and grow strategic relationships, including C-suite engagement
• Deep understanding of the asset management competitive landscape, trends, and challenges
• Familiarity with consultative selling frameworks and collaborative team sales processes
• Excellent communication, presentation, negotiation, and interpersonal skills
• Self-starter with strong attention to detail, organization, and time management
• Bachelor’s degree in Business Administration or a related field

• Prior experience selling cloud-based platforms or SaaS solutions in financial services
• Familiarity with alternative investment firms or multi-asset managers

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.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

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