← All roles

Sales Executive

Ridgeline· Sales
Apply on company site
Hybrid (Dallas), Hybrid (Austin), Hybrid (Atlanta), Hybrid (Miami)$250k - $300kfull-timePosted 1w ago

About the role

Sales Executive focused on identifying and closing new business opportunities across asset management firms, selling Ridgeline’s cloud-native platform that unifies data across Accounting, OMS, Client Engagement, Performance, and Reporting. role emphasizes consultative, value-based selling, cross-functional collaboration, and leveraging AI tools to manage a dynamic pipeline.

Responsibilities

  • Lead business development efforts by selling the Ridgeline platform to named accounts in the asset management industry.
  • Drive new business sales from initial prospecting through close, contributing directly to Ridgeline’s growth trajectory.
  • Use your consultative selling skills to establish trust and develop long-term relationships with C-suite decision-makers.
  • Orchestrate cross-functional resources, including pre-sales, value management, marketing, and support teams, to advance deals.
  • Apply deep industry knowledge to position Ridgeline as a cloud-native alternative to legacy platforms.
  • Maintain and manage a robust pipeline in Salesforce, ensuring accurate forecasting and opportunity tracking.
  • Travel regularly (~33%) to cultivate in-person relationships with prospects and clients.

Qualifications

  • 7 - 10 years of enterprise software sales experience, ideally in asset or wealth management.
  • 2 - 3 years of quota-carrying experience with a strong record of revenue attainment.
  • Proven ability to establish and grow strategic relationships, including C-suite engagement.
  • Deep understanding of the asset management competitive landscape, trends, and challenges.
  • Familiarity with consultative selling frameworks and collaborative team sales processes.
  • Excellent communication, presentation, negotiation, and interpersonal skills.
  • Self-starter with strong attention to detail, organization, and time management.
  • Bachelor’s degree in Business Administration or a related field.

Skills

Required:Enterprise software salesC-suite stakeholder managementSales pipeline management

Benefits

  • Company Stock Plan subject to the applicable Stock Option Agreement.
  • Unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.
Last updated Oct 14, 2026. Interested? Apply on the company site.

About Ridgeline

Revolutionizing Investment Management

Ridgeline: Revolutionizing Investment Management with a single front-to-back system of record, embedded AI, and automation capabilities.

Investment ManagementAIAutomationPortfolio ManagementTradingComplianceData
Company profileWebsite

More open roles at Ridgeline