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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in enterprise software sales within the asset management industry, with a strong focus on building strategic relationships and driving revenue growth through consultative selling. Proficient in managing sales pipelines using Salesforce and engaging C-suite decision-makers effectively.
Highest-signal resume keywords
Enterprise Software Sales ExperienceQuota-Carrying ExperienceC-Suite EngagementConsultative Selling FrameworksSalesforce Pipeline Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales StrategyRevenue AttainmentNegotiationForecastingOpportunity TrackingConsultative SellingCloud-Based Platform SalesSaaS SolutionsAsset Management KnowledgeTime Management
Soft Skills
CommunicationPresentationInterpersonal SkillsAttention to DetailOrganization
Tools & Technologies
Salesforce
Industry Keywords
Asset ManagementWealth ManagementC-Suite Decision-MakersAlternative Investment FirmsMulti-Asset ManagersFinancial ServicesCloud-Native Platforms
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Lead business development efforts by selling the Ridgeline platform to named accounts in the asset management industry
- Drive new business sales from initial prospecting through close
- Establish trust and develop long-term relationships with C-suite decision-makers
- Orchestrate pre-sales, value management, marketing, and support resources to advance deals
- Apply industry knowledge to position Ridgeline as a cloud-native alternative to legacy platforms
- Maintain and manage a robust pipeline in Salesforce, ensuring accurate forecasting and opportunity tracking
- Travel regularly, approximately 33%, to cultivate in-person relationships with prospects and clients
- Build a well-managed pipeline in Salesforce and run consultative sales processes through active negotiation
- Close new business and contribute to Ridgeline’s growth trajectory
Requirements
What you’ll need- 7 - 10 years of enterprise software sales experience, ideally in asset or wealth management
- 2 - 3 years of quota-carrying experience with a strong record of revenue attainment
- Proven ability to establish and grow strategic relationships, including C-suite engagement
- Deep understanding of the asset management competitive landscape, trends, and challenges
- Familiarity with consultative selling frameworks and collaborative team sales processes
- Excellent communication, presentation, negotiation, and interpersonal skills
- Strong attention to detail, organization, and time management
- Bachelor’s degree in Business Administration or a related field
- Work authorized in the United States without the need for employer sponsorship
- Regular travel of approximately 33%
- Prior experience selling cloud-based platforms or SaaS solutions in financial services is a bonus
- Familiarity with alternative investment firms or multi-asset managers is a bonus
Benefits
Comp & perks- Company Stock Plan, subject to the applicable Stock Option Agreement
- Unlimited vacation
- Educational reimbursements
- Wellness reimbursements
- $0 cost employee insurance plans
- Opportunities for career advancement
- Opportunity to make a true impact on the product