Ridgeline - Senior Business Development Representative
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Requirements
• Engage customer stakeholders to design and deploy strategic workflows across the investment management lifecycle • Configure, test, and optimize the Ridgeline platform, including data migration, reconciliation, market data, custom reports, and portfolio accounting • Develop and apply deep product and industry expertise to ensure customers realize full value from Ridgeline’s software • Collaborate with integration consultants to align system integrations with business needs • Partner with Product and Engineering teams to identify bugs, suggest features, and translate enhancement requests into actionable product feedback • Create scalable tools and templates for repeatable, cost-effective customer implementations • Take ownership of customer problems, think creatively, and drive toward resolution • Contribute to a learning-oriented, transparent team culture by sharing insights and teaching peers • Evangelize Ridgeline’s value proposition to external stakeholders • Provide mentorship to junior team members as the organization scales • Travel domestically up to 20% • What we look for: • What we look for: • Bachelor’s degree in Business, Finance, Accounting, IT, or a related field • 4+ years of investment management software implementation experience in a customer-facing role • Deep knowledge of portfolio accounting, reconciliation, and investment reporting workflows • Understanding of asset classes such as equities, fixed income, derivatives, and FX • Experience with customer training, escalations, and solution delivery • Proven ability to manage multiple priorities independently • Strong communication and stakeholder management skills • Curiosity and drive to learn new technologies quickly • High proficiency in Excel and familiarity with Google Workspace • Serious interest in having fun at work • Bonus: • Experience leading enterprise SaaS implementations • Familiarity with Agile principles and SDLC • Exposure to tools like Slack, JIRA, Confluence, and Kantata • Knowledge of APIs, AWS, and serverless technologies • CFA designation • 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 (https://www.ridgelineapps.com/legal/candidate-privacy-policy).
Responsibilities
• Research and identify potential clients and decision-makers in the investment management space using digital tools and platforms • Initiate outbound prospecting efforts via personalized email, phone, and social media outreach • Qualify leads by assessing needs, challenges, and readiness for our solutions • Build and nurture relationships with prospects through thoughtful follow-up and consistent engagement • Stay current with market trends, competitive landscapes, and emerging opportunities • Maintain accurate and organized records in Salesforce and other CRM systems • Collaborate with Sales and Marketing teams to align strategies and messaging for effective lead generation and conversion • What we look for: • What we look for: • Strong interest in launching a career in technology sales • Tenacious, self-starting mindset with a collaborative spirit • Excellent verbal and written communication skills • Highly organized with exceptional attention to detail • Comfortable learning new tools and systems (Salesforce experience a plus) • Prior experience in sales or customer service preferred, but not required • Knowledge or interest in investment management and financial services • Bachelor’s degree preferred • Bonus: • Experience with sales enablement or prospecting tools (e.g., Outreach, LinkedIn Sales Navigator) • Familiarity with AI-enabled sales engagement strategies • Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.” • 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 Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.
Benefits
• The typical starting salary range for new hires in this role is listed below. In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. • The typical starting salary range for this role is: $104,000 - $130,000 OTE. • The typical starting salary range for this role in the San Francisco Bay Area, CA, and the New York City Metro Area is: $114,000 - $143,000 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, 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.
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