Senior Services Sales Consultant - Northeast

Are you passionate about customers and excited by the opportunity to help them succeed with innovative technology? Do you thrive at the intersection of sales and consulting - connecting what customers need with how our teams can deliver it? If you have implementation experience and love turning those insights into clear, value-driven solutions, this role is for you. As a Services Sales Consultant on Ridgeline’s Customer Experience (CX) team, you’ll play a pivotal role in shaping how investment management firms adopt our platform. You’ll lead scoping conversations, help customers understand what success looks like, and translate their needs into well-crafted Statements of Work (SOWs). This role is ideal for an individual who’s eager to learn, collaborate across teams, and grow into broader deal strategy responsibilities - while championing customer stories and showcasing how Ridgeline delivers measurable value.

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.

The impact you have:

• Lead scoping conversations with prospective customers to identify requirements and align on delivery expectations within Ridgeline’s implementation framework

• Partner with senior team members to capture and share stories from successful implementations, highlighting how Ridgeline delivers measurable customer outcomes.

• Evaluate and document unique requirements or adjustments to scope and delivery plans, ensuring proposals remain feasible and aligned with best practices

• Draft, review, and finalize SOWs that clearly define scope, deliverables, assumptions, timelines, and pricing

• Advise Sales and Finance on pricing considerations to stay within approved margin thresholds

• Partner with Consulting to validate resourcing plans, timelines, and delivery readiness

• Collaborate with Legal to ensure contractual clarity and consistency

• Champion customer value by articulating how Ridgeline’s services enable efficient adoption, scalability, and operational improvement

• Maintain pipeline visibility for service opportunities and ensure all SOWs are accurately tracked and version-controlled

• Continuously improve templates and playbooks for scoping and pricing engagements

• Participate in retrospectives with Consulting to refine assumptions, strengthen documentation, and improve overall delivery handoff 

• Contribute to internal and external storytelling by summarizing lessons learned from implementations and helping showcase customer impact.

What we look for:

• 3–6 years of experience in consulting, post go live support, account management, or solutions consulting within financial services software

• Strong understanding of implementation delivery lifecycles and the link between sales promises and implementation success

• Experience working with structured service offerings that require balancing consistency with tailored adjustments

• Familiarity with SOW drafting and understanding components of implementation effort 

• Excellent written communication and documentation skills

• Ability to collaborate across Sales, Consulting, Product, and Finance teams to balance customer needs with operational efficiency

• Passion for customer success and value realization throughout the implementation journey

• Strong organizational skills and attention to detail

• Willingness to learn new systems and tools, including AI-based productivity and documentation tools

• Willingness to travel up to 50%

Bonus:

• Background in institutional asset management

• Familiarity with CRM and PSA tools like Salesforce and Kantata

• Exposure to value-based solution design or service pricing frameworks

About Ridgeline
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 Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits
The typical starting salary range for new hires in this role is $125,000 - $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, 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.

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