Solutions Consultant @ Ridgeline | Jobright.ai
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Ridgeline · 3 hours ago

Solutions Consultant

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Information TechnologySoftware
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H1B Sponsor Likelynote
Hiring Manager
Ryan Alves
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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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial Services experienceInvestment Management expertiseClient-facing experienceOrder Management System (OMS)Portfolio Management Systems (PMS)Consultative selling methodologiesTechnical demosCloud-native platformsFinancial markets knowledge

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

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

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
2023 (7)
2022 (6)
2021 (2)
2020 (3)

Funding

Current Stage
Growth Stage

Leadership Team

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Brian Stone
Vice President / Head of Product Strategy
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Chris McClain
President
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Company data provided by crunchbase
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