Are you a highly motivated sales professional with a passion for closing new business in an industry ripe for disruption? Do you excel at building long-term relationships with C-suite executives and driving sales cycles from prospecting to closure? Are you ready to be part of a team that is transforming the investment management industry with innovative cloud solutions? If so, we invite you to be a part of our growing sales team.

As a Senior Family Office Sales Executive at Ridgeline, you will help us break into the Family Office space by focusing on net-new customer acquisition, and leveraging your deep domain expertise in the asset management industry to sell the Ridgeline platform. This role provides a fantastic opportunity to become an early member of our Go-To-Market team, which is dedicated to delivering long-term value for customers by positioning Ridgeline’s modern, unified platform as a game-changer.

This is an individual contributor role.

What will you do?

• Lead business development efforts to open a market and sell to named accounts in the family office sector.
• Drive net-new business sales from prospecting through to close, ensuring pipeline progression.
• Orchestrate sales cycles by coordinating with internal teams, including pre-sales, value management, marketing, and sales support.
• Leverage your consultative selling skills to initiate and nurture long-standing relationships with prospective customers and executive sponsors.
• Position Ridgeline effectively as a modern, cloud-based alternative to outdated legacy solutions.
• Maintain an active pipeline in Salesforce, ensuring accurate forecasting and progress reporting.
• Travel regularly (~33%) to build and maintain relationships with key stakeholders.
• Think creatively, own problems, seek solutions, and communicate clearly throughout the sales process.
• Contribute to a collaborative environment rooted in learning, teaching, and transparency.

Desired Skills and Experience

• 10+ years of sales experience selling technology-based enterprise solutions and services to family offices, covering front, middle, and back offices.
• 5+ years in a quota-carrying role with a proven track record of successful revenue attainment.
• Expertise in establishing and maintaining key relationships with strategic accounts, including senior-level client relationships at the C-suite level.
• Deep understanding of the family office competitive landscape, industry trends, and customer needs.
• Familiarity with consultative selling methodologies and the ability to collaborate with internal teams to drive results.
• Strong interpersonal, communication, presentation, and negotiation skills.
• Self-starter with strong attention to detail and time management skills.
• Bachelor’s Degree in Business Administration or a related field.
• 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

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. 

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”

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

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits 

The cash compensation amount for this role is targeted at $305,000 to $335,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. 

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. 

In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

#LI-Remote