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Ridgeline · 1 day ago

Solutions Consultant

Washington, DC

Full-time

Hybrid

Senior Level, Lead/Staff

$194K/yr - $226K/yr

8+ years exp

Ridgeline is a financial technology company focused on investment management solutions. The Solutions Consultant will drive sales success by providing expertise during the sales cycle, engaging with industry leaders, and ensuring exceptional client experiences from pre-sales through deployment.

Artificial Intelligence (AI)Information TechnologySoftware

H1B Sponsor Likely

Responsibilities

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

Qualification

Financial services expertiseInvestment management knowledgeClient-facing experienceConsultative selling methodologiesCloud-based solutions presentationExceptional communication skillsProblem solving aptitudeRelationship building

Required

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

Company

Ridgeline

Glassdoor3.8

Ridgeline is a computer software company that specializes in software development to deliver for the investment management industry.

Founded in 2018

Incline Village, Nevada, USA

201-500 employees

https://ridgelineapps.com

H1B Sponsorship

Ridgeline has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (4)

2024 (5)

2023 (9)

2022 (7)

2021 (2)