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Ridgeline

AI-native front-to-back office investment platform

Strategic Sales Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • At least 10 years of direct experience selling complex software into large, process-driven organizations such as large financial institutions, government, or higher education.
  • A track record of personally opening and winning large accounts rather than managing or expanding existing relationships.
  • Experience closing large, multi-year deals with many stakeholders and formal evaluation processes.
  • Ability to build trust quickly, learn fast, acknowledge uncertainty, and bring in the appropriate people to help.
  • Ability to connect with stakeholders ranging from senior executives to operational teams.
  • Meticulous attention to detail and a high-touch approach to client interactions.
  • Willingness and ability to travel extensively.
  • Strong drive and genuine enthusiasm for Ridgeline and building something new.

Responsibilities

  • Identify, pursue, and open new strategic accounts at large financial institutions through prospecting and strategic planning.
  • Build trusted relationships with senior executives and a broad range of stakeholders across client organizations, adapting approach to each.
  • Lead executive conversations about business outcomes such as growing revenue, lowering cost, and launching new products.
  • Develop and execute multi-year strategic account plans that carry opportunities through strategy, evaluation, and implementation planning.
  • Orchestrate internal and external resources, including solutions consultants, partners, and executive sponsors, to move complex opportunities forward.
  • Navigate formal procurement and approval processes, delivering a high-touch experience at every interaction.
  • Travel extensively to meet clients and partners wherever the influence sits.

About the Company

Ridgeline

AI-native front-to-back office investment platform

Ridgeline delivers a single, cloud-based platform for investment management that unifies front-to-back office functions (client engagement, portfolio management, trading, compliance, reconciliation, accounting, and reporting) on one real-time data set. Its AI-native approach embeds Ridgeline AI throughout the platform, including digital coworkers, a conversational reporting assistant, and workflow automation, plus Market Intelligence integrated into workflows. It distinguishes itself from competitors by building the system from the ground up with an enterprise software approach and tying pricing to multi-year SaaS contracts that scale with assets under management. The company aims to help asset managers, wealth managers, and RIAs run their businesses more efficiently, reduce data silos, automate complex workflows, stay compliant, and produce timely financial reporting.

Company size
201-500
Company stage
Series E
Total funding
$250M
Headquarters
Incline Village-Crystal Bay, Nevada
Founded
2018

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