[Remote] Solutions Consultant

Note: The job is a remote job and is open to candidates in USA. Ridgeline is a financial technology company focused on modernizing investment management workflows. As a Solutions Consultant, you will provide technical and functional expertise during the sales cycle, collaborating with sales and product teams to drive client engagement and adoption of Ridgeline’s solutions.ResponsibilitiesLead technical and functional product demonstrations to highlight the value of Ridgeline’s solutions to prospective clientsServe as a product expert, showcasing how Ridgeline addresses investment management needs for stakeholders such as Traders, Portfolio Managers, IT, Accounting, and Compliance OfficersPartner closely with sales, product development, and implementation teams to ensure seamless client experiences from pre-sales through deploymentManage the sales process by assisting with RFP/RFI responses and creating Statements of Work (SOW) in collaboration with internal teamsProvide critical feedback to product management teams to drive continuous product enhancements and innovationDevelop a deep understanding of client needs, offering tailored solutions that emphasize Ridgeline’s single-platform capabilities across functionalities such as Order Management, Accounting, and ReportingTravel regularly (20-40%) to engage with prospects, build relationships, and support sales effortsFoster a collaborative, transparent environment rooted in learning, teaching, and mutual successSkills8+ years of experience in financial services, fintech deployment, sales engineering, solutions architecture, or similar roles5+ years of client-facing experience with technology-based enterprise solutions in Asset or Wealth ManagementDeep understanding of investment management, including systems such as OMS, PMS, and Accounting platformsStrong knowledge of financial markets, portfolio management, trading, performance and risk, compliance, and trade settlement processesFamiliarity with consultative selling methodologies and a proven ability to work collaboratively in achieving resultsExceptional communication skills, including the ability to articulate complex concepts clearly and lead product demonstrations for diverse audiencesBachelor's degree in Computer Science, Information Systems, Engineering, Finance, or a related fieldSelf-starter with a friendly demeanor, professionalism, and the ability to forge strong relationships with senior market practitionersExperience presenting cloud-based solutions and driving value-based sales approachesWillingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem spaceAn aptitude for problem solvingAbility to communicate effectivelySerious interest in having fun at workYou must be work authorized in the United States without the need for employer sponsorshipBenefitsCompany Stock Plan subject to the applicable Stock Option AgreementUnlimited vacationEducational and wellness reimbursements$0 cost employee insurance plansCompany OverviewRidgeline is a computer software company that specializes in software development to deliver for the investment management industry. It was founded in 2018, and is headquartered in Incline Village, Nevada, USA, with a workforce of 201-500 employees. Its website is https://ridgelineapps.com.