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Customer Experience Deal Lead



Customer Service
New York, NY, USA · Reno, NV, USA
Posted on Thursday, June 6, 2024

As a Customer Experience Deal Lead in Ridgeline’s Customer Experience department, you will participate in the sales cycle to gather requirements, scope and price Ridgeline implementations while enabling and accelerating SaaS subscription sales with the Business Development team. You will represent Customer Experience by participating in the services discovery sessions and collaborating with the Alliances team on partnerships for implementations. A tenacious and self-motivated individual is the key to success in this role. You’re highly organized, have a strong executive presence, and feel energized by delighting customers in the asset management industry.

What will you do?

  • Collaborate with Solutions Consultants and Sales in problem-solving to support deal closure on behalf of Customer Experience
  • Understand the competitive landscape and prospect needs so you can effectively position and differentiate the value of our deployment methodology and Customer Experience services
  • Present the Ridgeline Customer Experience overview and conduct services engagement sessions
  • Articulate Ridgeline’s product configuration and technical services, such as data migration and integration development, to prospects in the sales cycle
  • Conduct sessions with prospects to determine timelines and effort to implement Ridgeline
  • Effectively price implementations based on identified requirements from discovery
  • Partner with sales to propose high level implementation timelines for deployment for each deal
  • Partner with Alliances to bridge relationships with partner firms when necessary and determine when partner services are needed
  • Pre-sale and post-sale, partner with sales execs and/or relationship managers for upselling of services and outsourced operational offerings
  • Participate in RFIs, RFPs, and RFQs on behalf of Customer Experience
  • Write, negotiate, and close Customer Experience agreements, such as Statements of Work and other contractual documentation
  • Assess project team training needs for prospects and customers
  • Partner with Customer Experience Operations and Head of Delivery on the hand off to Consulting teams for implementation, such as project team staffing and knowledge transfer
  • Maintain accurate and timely prospect, pipeline, and services forecast data
  • Understand when we can slot in new implementations as it pertains to the sales pipeline and services forecast
  • Provide support for services activities and events, such as our annual customer conference

Desired Skills and Experience

  • 5+ years experience in business development, sales or related field experience in the asset management or financial services industries
  • 3+ years experience selling to the C-suite and/or proven ability to build strong relationships with executives
  • Experience managing and negotiating services agreements and other contractual documentation
  • Experience presenting cloud-based solutions to both functional and technical audiences and experience with value based selling
  • Ability to work in a fast paced environment
  • You think out-of-the-box and establish credibility with your industry knowledge, product understanding, and high quality work
  • You have familiarity with consultative selling methodologies and the ability to work within a collaborative environment to achieve results
  • You have financial services or investment management business acumen
  • You have excellent interpersonal, communication, presentation skills
  • Work well across various internal and external stakeholders and personalities
  • Ability to multi-task and manage multiple priorities
  • You are a self starter with attention to detail and strong time management skills
  • Demonstrated ability to communicate complex concepts clearly, concisely, and confidently
  • Ability to travel 25% of the time


  • Understanding of Agile principles and software development lifecycles
  • Basic understanding of AWS, APIs, and serverless technology
  • Knowledge of the financial services and/or asset management strategic competitive landscape, industry trends, and customer needs

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded in 2017 by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building a modern platform in the public cloud, purpose-built for the investment management industry to empower business like never before.

Headquartered in Lake Tahoe with offices in Reno, Manhattan, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by LinkedIn as a “Top U.S. Startup,” and by The Software Report as a “Top 100 Software Company.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits

The cash compensation amount for this role is targeted at $140,000 - $160,000. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.

In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.