Ridgeline

Drive the services component of our sales process, helping scope, price, and position implementation strategies that align with our customers’ goals and Ridgeline’s vision. Act as a strategic advocate for Ridgeline’s Customer Experience offerings throughout the sales and post-sale lifecycle. Negotiate and finalize services agreements, including Statements of Work and contractual terms. Coordinate with partner firms when third-party services are required to support implementation.

Uphold a critical pillar of Ridgeline’s Customer Success organization, ensuring investment management firms fully leverage all aspects of the Ridgeline cloud-native software platform during and following their initial implementation. Draw on exemplary customer service skills, investment management domain knowledge, and technology industry acumen to drive sustained user adoption, maximize customer value, and promote strong referenceability. Play a critical part in day-to-day work.