Solutions Consultant
Solutions Consultant
Solutions Consultant
Ridgeline
Ridgeline is seeking a Solutions Consultant with expertise in financial services and a passion for SaaS platforms. The role involves driving sales success through technical and functional expertise, engaging with clients, and collaborating with cross-functional teams to enhance investment management workflows.
Qualification
- 8+ years of experience in financial services, fintech deployment, sales engineering, solutions architecture, or similar roles.
Responsibility
- Lead technical and functional product demonstrations to highlight the value of Ridgeline’s solutions to prospective clients.
- Serve as a product expert, showcasing how Ridgeline addresses investment management needs for stakeholders such as Traders, Portfolio Managers, IT, Accounting, and Compliance Officers.
- Partner closely with sales, product development, and implementation teams to ensure seamless client experiences from pre-sales through deployment.
- Manage the sales process by assisting with RFP/RFI responses and creating Statements of Work (SOW) in collaboration with internal teams.
- Provide critical feedback to product management teams to drive continuous product enhancements and innovation.
- Develop a deep understanding of client needs, offering tailored solutions that emphasize Ridgeline’s single-platform capabilities across functionalities such as Order Management, Accounting, and Reporting.
- Travel regularly (20-40%) to engage with prospects, build relationships, and support sales efforts.
- Foster a collaborative, transparent environment rooted in learning, teaching, and mutual success.
