Strategic Asset Management SaaS Sales Executive

Ridgeline, Inc.

Philadelphia (Philadelphia County)

On-site

USD 250,000 - 300,000

Full time

21 hours ago
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Benefits offered by this job

Unlimited vacation
Education reimbursements
Wellness reimbursements
0-cost employee insurance plans
Company stock plan

Job summary

Ridgeline, Inc. is seeking an experienced Sales Executive to identify and close new business opportunities among asset management firms.

You will sell a platform that unifies data across accounting, OMS, client engagement, performance, and reporting, working cross-functionally with pre-sales, marketing, and support teams. You will build trust with C-suite decision-makers through consultative selling, manage a dynamic pipeline in Salesforce, and travel ~33% to meet clients in person while

Qualifications

  • 7 - 10 years of enterprise software sales experience, ideally in asset or wealth management.
  • 2 - 3 years of quota-carrying sales experience with strong revenue attainment.
  • Proven ability to establish and grow strategic relationships, including C-suite engagement.
  • Familiarity with consultative selling frameworks and collaborative team sales processes.

Responsibilities

  • Lead business development by selling Ridgeline to named accounts in asset management.
  • Drive new business sales from prospecting through close to contribute to Ridgeline’s growth.
  • Use consultative selling to establish trust with C-suite decision-makers.
  • Orchestrate cross-functional resources (pre-sales, value management, marketing, support) to advance deals.
  • Position Ridgeline as a cloud-native alternative to legacy platforms in the industry.
  • Maintain and manage a robust Salesforce pipeline with accurate forecasting.
  • Travel regularly (~33%) to cultivate in-person relationships with prospects and clients.

Skills

Enterprise software sales
Asset/wealth management knowledge
C-suite engagement
Consultative selling
Communication skills
Negotiation
Time management

Education

Bachelor’s degree in Business Administration or related field

Job description

Ridgeline, Inc. is seeking an experienced Sales Executive to identify and close new business opportunities among asset management firms.

You will sell a platform that unifies data across accounting, OMS, client engagement, performance, and reporting, working cross-functionally with pre-sales, marketing, and support teams. You will build trust with C-suite decision-makers through consultative selling, manage a dynamic pipeline in Salesforce, and travel ~33% to meet clients in person while

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