PreSales Collective · 1 day ago
Solutions Consultant
Washington, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$194K/yr - $226K/yr
8+ years expRidgeline is a fast-growing company focused on revolutionizing the investment management industry through innovative technology solutions. As a Solutions Consultant, you will provide technical and functional expertise during the sales cycle, collaborating with cross-functional teams to deliver exceptional client experiences and drive the adoption of modern investment management solutions.
Communities
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
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
100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement.
Unlimited vacation
Educational and wellness reimbursements
$0 cost employee insurance plans
Company
PreSales Collective
Community for all things PreSales: Leaders + Sales, Solution, Value Engineers + Solutions Architects + Aspiring SEs.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jose Espinoza ☁
PreSales SoCal Co-Founder & PSC Regional Lead
Company data provided by crunchbase