AI-Driven Services Sales Lead

Ridgeline, Inc.; New York (NY); Remote; USD 190,000 - 237,000; Full time

Benefits offered by this job

Unlimited vacation

Educational reimbursements

Wellness reimbursements

$0 cost employee insurance

Job summary

Ridgeline, Inc. is seeking a Services Sales Lead to shape and close enterprise service deals within the investment management software space.

You will blend sales, solutions consulting, and implementation strategy to define scope, pricing, and contracting while aligning with customer success goals. In this role you will run scoping sessions, draft SOWs, and collaborate with Sales, Consulting, Legal, Finance, and Product to ensure scalable pricing and delivery.

Qualifications

• 7+ years in consulting, implementation strategy, or account management in financial services software.
• 5+ years shaping deal strategy and/or managing Statements of Work for enterprise technology engagements.
• Deep understanding of asset management industry dynamics.
• Experience contributing to or leading scope definition, pricing, and contracting discussions for enterprise services.

Responsibilities

• Shape services strategy and deal structure in partnership with Sales, Solutions Consultants, and Consulting teams.
• Lead scoping sessions to uncover customer requirements, operating models, and success criteria for go-live.
• Draft and refine Statements of Work (SOWs) that clearly define scope, deliverables, timelines, and success metrics.
• Devise implementation strategies that balance customer goals, delivery feasibility, and Ridgeline’s best practices.
• Collaborate with Legal, Finance, and Product to ensure accuracy and scalability in pricing and scope.
• Translate customer requirements into actionable delivery frameworks and resourcing plans in partnership with Consulting.
• Influence scope, pricing, and contract discussions to ensure clarity, accountability, and customer alignment.
• Maintain pipeline visibility and accurate forecasting for services capacity.

Skills

Consulting

Account management

Cross-functional collaboration

Executive presentations

Strategic deal shaping

SaaS sales

Job description

Ridgeline, Inc. is seeking a Services Sales Lead to shape and close enterprise service deals within the investment management software space.

You will blend sales, solutions consulting, and implementation strategy to define scope, pricing, and contracting while aligning with customer success goals. In this role you will run scoping sessions, draft SOWs, and collaborate with Sales, Consulting, Legal, Finance, and Product to ensure scalable pricing and delivery.