What are the responsibilities and job description for the Sales Executive position at Ridgeline?
Are you a dynamic salesperson who thrives on building meaningful relationships in the investment management industry? Do you enjoy opening new doors, crafting strategic pitches, and driving consultative sales from first touch to final close? Are you passionate about helping firms modernize their operations with powerful, cloud-native solutions?
If so, we invite you to be a part of our innovative team.
As a Sales Executive at Ridgeline, you’ll join our Sales & Marketing organization and contribute to the continued growth of our platform. This individual contributor role is focused on identifying and closing new business opportunities across asset management firms, using a consultative and value-based approach. You'll sell a platform that unifies data across Accounting, OMS, Client Engagement, Performance, and Reporting. You’ll work cross-functionally with internal teams and leverage AI tools like ChatGPT to amplify your productivity, streamline outreach, and manage a dynamic pipeline with precision.
At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture.
If this excites you, we’d love to meet you.
You must be work authorized in the United States without the need for employer sponsorship.
The Impact You Will Have
Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.
With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the statement in full to understand our privacy practices and contact us with any questions.
Compensation And Benefits
The cash compensation amount for this role is targeted at $250,000 to $300,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.
If so, we invite you to be a part of our innovative team.
As a Sales Executive at Ridgeline, you’ll join our Sales & Marketing organization and contribute to the continued growth of our platform. This individual contributor role is focused on identifying and closing new business opportunities across asset management firms, using a consultative and value-based approach. You'll sell a platform that unifies data across Accounting, OMS, Client Engagement, Performance, and Reporting. You’ll work cross-functionally with internal teams and leverage AI tools like ChatGPT to amplify your productivity, streamline outreach, and manage a dynamic pipeline with precision.
At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture.
If this excites you, we’d love to meet you.
You must be work authorized in the United States without the need for employer sponsorship.
The Impact You Will Have
- 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
- 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
- Prior experience selling cloud-based platforms or SaaS solutions in financial services
- Familiarity with alternative investment firms or multi-asset managers
Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.
With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the statement in full to understand our privacy practices and contact us with any questions.
Compensation And Benefits
The cash compensation amount for this role is targeted at $250,000 to $300,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.
Salary : $250,000 - $300,000