Customer Experience Deal Lead

June 6

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Ridgeline

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The Industry Cloud Platform for Investment Management

Software Development • AWS • Investment management • Fintech • Software engineering

201 - 500

Description

• Collaborate with Sales and Solutions Consultants to support deal closure • Understand competitive landscape and prospect needs to effectively position solutions • Present Ridgeline Customer Experience overview and conduct services engagement sessions • Articulate product configuration and technical services to prospects • Conduct sessions with prospects to determine timelines and effort for implementation • Participate in RFIs, RFPs, and RFQs • Assess project team training needs for prospects and customers • Maintain accurate prospect, pipeline, and services forecast data

Requirements

• 5+ years experience in business development, sales or related field experience in asset management or financial services industries • 3+ years experience selling to the C-suite or building strong relationships with executives • Experience managing and negotiating services agreements and other contractual documentation • Experience presenting cloud-based solutions to functional and technical audiences • Ability to work in a fast-paced environment • Strong industry knowledge and product understanding

Benefits

• Unlimited vacation • Educational and wellness reimbursements • Rich benefits package including $0 cost employee insurance plans