Strategic Services Sales Lead, AI-Driven & Enterprise

Ridgeline; Pennsylvania; On-site; USD 190,000 - 237,000; Full time

Benefits offered by this job

Unlimited vacation

Education reimbursements

Wellness reimbursements

Low-cost employee insurance

Stock options

Job summary

Ridgeline is seeking a Services Sales Lead to shape and close enterprise deals, blending sales, solutions consulting and implementation to deliver a seamless customer experience. You will run scoping sessions, draft SOWs, define scope and pricing, and influence contract discussions to scale services capacity.

You will collaborate with legal, finance and product, present SaaS service strategies to executives, and travel up to 35% to meet clients and close deals.

Qualifications

• 7+ years in consulting, implementation strategy, or account management within financial services software companies.
• 5+ years of experience shaping deal strategies 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.
• Proven ability to present SaaS solutions and service strategies to executive and operational audiences.
• Familiarity with consultative and value-based solution design and value engineering methodologies.
• Exceptional interpersonal, presentation, and communication skills.
• Proven cross-functional collaborator with internal teams and external partners.
• Self-starter with excellent organizational and time-management skills.
• Willingness to travel up to 35%.
• Passion for leveraging AI tools and modern technology in customer interactions.

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 experience

Enterprise deal strategy

Asset management knowledge

Pricing discussions

SaaS solutions presentation

Value engineering

Cross-functional collaboration

Communication skills

Travel readiness

AI in customer interactions

Job description

Ridgeline is seeking a Services Sales Lead to shape and close enterprise deals, blending sales, solutions consulting and implementation to deliver a seamless customer experience. You will run scoping sessions, draft SOWs, define scope and pricing, and influence contract discussions to scale services capacity.

You will collaborate with legal, finance and product, present SaaS service strategies to executives, and travel up to 35% to meet clients and close deals.