Lead business development and net-new customer acquisition within the asset management industry. Orchestrate complex sales cycles from prospecting to closure while maintaining an active pipeline in Salesforce.
Ridgeline
10 Remote Job Openings at Ridgeline
Manage a portfolio of investment and wealth management customers to drive product adoption, retention, and revenue expansion. Leverage AI tools and CS platforms to streamline workflows and ensure customers realize rapid value from the platform.
Manage a portfolio of mid-to-large investment and wealth management clients to drive product adoption, retention, and revenue expansion. Partner with internal Sales and Product teams to translate customer feedback into actionable insights and ensure rapid time-to-value.
Lead end-to-end functional implementations of enterprise cloud software for investment management clients. Partner with stakeholders to design, configure, and optimize workflows across the investment lifecycle.
The role involves leading end-to-end customer implementations of Ridgeline’s enterprise cloud software, requiring confidence and accountability in defining project scope, allocating resources, and developing execution plans aligned with customer goals. Key duties include establishing strong communication with stakeholders, identifying and mitigating risks, managing project budgets and schedules precisely, and building trusted relationships with internal and external partners.
The specialist will serve as the subject matter expert for data migration workflows, including start-of-day positions, transactions, and historical performance data, while developing standardized processes and tools for consistent and scalable customer data migrations. This role involves partnering with Consulting teams to guide complex migrations, collaborating with Product Management on data feature design, and enabling internal teams and partners through training and best practice guidance.
The Project Manager will lead end-to-end implementations of Ridgeline’s enterprise cloud platform for investment management firms, defining scope, driving delivery, and ensuring successful go-lives across complex programs. This involves coordinating cross-functional teams, managing project milestones, monitoring budgets, and proactively developing risk mitigation strategies.
The Project Lead will drive successful enterprise cloud software implementations from kickoff to go-live by defining scope, managing resources, and achieving critical milestones in partnership with internal teams and customer stakeholders. Key duties include coordinating cross-functional teams, communicating status updates, managing project budgets, monitoring quality, and proactively mitigating delivery risks.
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.
