[Remote] Solutions Consultant

Note: The job is a remote job and is open to candidates in USA. Ridgeline is a provider of a front-to-back system of record for investment managers, powered by unified real-time data and embedded AI. The Solutions Consultant drives sales success by providing functional and technical expertise, leading product demonstrations, supporting RFP/RFI responses and Statements of Work, and collaborating across teams from pre-sales through deployment.

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

Skills

• This posting is for an existing vacancy. You must be work authorized in the United States without the need for employer sponsorship
• * 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
• * Travel regularly (20–40%) to engage with prospects, build relationships, and support sales efforts

Benefits

• Many opportunities for advancement in your career
• Company Stock Plan subject to the applicable Stock Option Agreement
• Unlimited vacation
• Educational reimbursements
• Wellness reimbursements
• $0 cost employee insurance plans

Company Overview