Lead end-to-end data migration projects for investment management clients, ensuring data integrity and accuracy throughout the implementation process. Collaborate with internal teams and customers to gather requirements, perform data mapping, and resolve technical variances during conversion.
Lead the shaping and closing of services deals by defining scope, deliverables, and pricing in partnership with sales and consulting teams. Manage the end-to-end process of drafting Statements of Work and maintaining services capacity forecasting.
Lead business development efforts by selling the Ridgeline platform to asset management firms. Drive new business sales from prospecting through close, contributing to Ridgeline’s growth trajectory.
Lead technical and functional product demonstrations to showcase Ridgeline’s solutions to prospective clients. Collaborate with sales, product development, and implementation teams to ensure seamless client experiences from pre-sales through deployment.
