Business Development Representative

Ridgeline is a privately funded FinTech startup determined to modernize investment management software. Our founder and CEO, Dave Duffield, has spent the last four decades building and growing values-based enterprise software companies, including PeopleSoft and Workday. Our employees bring a mix of tech, finance, and investment management experience to our mission. Headquartered in the Lake Tahoe Basin, with a second office in the heart of Manhattan, Ridgeline enjoys the best of both worlds: the tranquility of Lake Tahoe and the energy of the country's financial capital.

What will you do?

This is an exciting opportunity for a passionate and enthusiastic individual who wants to be part of one of the most disruptive FinTech companies on the planet! As a Sales Associate in the Sales & Marketing organization, you will be instrumental in our mission to revolutionize the investment management industry. This role offers an excellent opportunity for early-career professionals who are passionate about technology, sales, and investment management. You will work closely with our sales and marketing teams to identify and engage with potential clients, cultivating them into qualified leads. Your goal will be to establish initial connections, build relationships, and contribute to the company's growth. 

This is an IC role.

Key Responsibilities:

• Lead Generation: You'll be at the forefront of research and identifying potential clients and decision-makers within the investment management industry, utilizing various tools and platforms.
• Outreach: Your initiative and creativity will shine as you initiate outbound prospecting efforts through email, phone calls, and social media.
• Qualification: Your understanding of client needs and challenges will be instrumental as you qualify leads and assess their specific requirements.
• Relationship Building: Your dedication to maintaining and cultivating relationships with prospects through regular follow-up and engagement will demonstrate our human-centric approach.
• Market Research: Your insights will be invaluable as you stay up-to-date with industry trends, competitors, and potential opportunities within the investment management sector.
• Data Management: Your meticulous record-keeping in CRM systems will provide the foundation for insightful reporting and evaluation.
• Collaboration: Your input and collaboration with the Sales and Marketing teams will help us align efforts and develop effective strategies for lead generation and conversion within the investment management industry.

Qualifications:

• Interest in launching a career in sales, including prospecting, inside sales, Business Development, marketing, and direct sales.
• Highly motivated, tenacious, self-starter
• Excellent communication skills, both written and verbal
• Detail-oriented and deep organizational skills
• Knowledge of Salesforce or tech-savviness and a willingness to learn about software solutions
• Previous sales or customer service experience in a high-paced environment is a plus but not required
• Familiarity with the investment management industry or financial services is advantageous
• Bachelor's degree preferred

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded in 2017 by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. 

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

Headquartered in Lake Tahoe with offices in Reno, NV and Manhattan, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Inc. Magazine, Glassdoor, and Northern Nevada as a "Best Place to Work" and by LinkedIn as a "Top U.S. Startup." 

Ridgeline is 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 $107,000 to $128,500 OTE for individuals based in New York and California. 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.