Solutions Consultant

Play a critical role in driving sales success by providing functional and technical expertise during the sales cycle. This role offers the chance to engage with leaders across the asset management industry, showcase Ridgeline’s unified cloud-native platform, and directly influence the adoption of modern investment management solutions. You’ll collaborate with cross-functional teams to deliver exceptional client experiences, from RFP to deployment.

Lead technical and functional product demonstrations to highlight the value of Ridgeline’s solutions to prospective clients. Serve as a product expert, showcasing how Ridgeline addresses investment management needs for stakeholders such as Traders, Portfolio Managers, IT, Accounting, and Compliance Officers. Partner closely with sales, product development, and implementation teams to ensure seamless client experiences from pre-sales through deployment.

Manage the sales process by assisting with RFP/RFI responses and creating Statements of Work (SOW) in collaboration with internal teams. Provide critical feedback to product management teams to drive continuous product enhancements and innovation. Develop a deep understanding of client needs, offering tailored solutions that emphasize Ridgeline’s single-platform capabilities across functionalities such as Order Management, Accounting, and Reporting.