Ridgeline
Fintech & PaymentsDirect Greenhouse career site

Sales Executive

Pay
$250,000 – $300,000 per year
Location
Dallas, TX
Job type
Full-time
Level
Mid-level
Experience
7+ years
Listed
31 days ago

Skills & highlights for this role

  • enterprise software sales
  • consultative selling
  • Salesforce
  • pipeline management

Also useful

  • asset management industry knowledge
  • C-suite relationship building

Stated benefits & perks

  • Unlimited pto
  • Wellness reimbursement

Why this role exists

As a Sales Executive at Ridgeline, you'll join our Sales & Marketing organization and contribute to the continued growth of our platform. This individual contributor role is focused on identifying and closing new business opportunities across asset management firms, using a consultative and value-based approach. You'll sell a platform that unifies data across Accounting, OMS, Client Engagement, Performance, and Reporting. You'll work cross-functionally with internal teams and leverage AI tools like ChatGPT to amplify your productivity, streamline outreach, and manage a dynamic pipeline with precision.

At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions - not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture.

If this excites you, we'd love to meet you. This posting is for an existing vacancy. You must be work authorized in the United States without the need for employer sponsorship.

What success looks like

Within the first several months, you're building a robust, well-managed pipeline in Salesforce, establishing trust with C-suite decision-makers at named accounts, and running a consultative sales process from first touch through active negotiation. Over the first year, you're closing new business and directly contributing to Ridgeline's growth trajectory, orchestrating cross-functional resources, including pre-sales, value management, marketing, and support, to advance and win deals, and positioning Ridgeline as the clear cloud-native alternative to legacy platforms in your territory.

What you'll do

  • Lead business development efforts by selling the Ridgeline platform to named accounts in the asset management industry.
  • Drive new business sales from initial prospecting through close, contributing directly to Ridgeline's growth trajectory.
  • Use your consultative selling skills to establish trust and develop long-term relationships with C-suite decision-makers.
  • Orchestrate cross-functional resources, including pre-sales, value management, marketing, and support teams, to advance deals.
  • Apply deep industry knowledge to position Ridgeline as a cloud-native alternative to legacy platforms.
  • Maintain and manage a robust pipeline in Salesforce, ensuring accurate forecasting and opportunity tracking.
  • Travel regularly (~33%) to cultivate in-person relationships with prospects and clients.

What we look for

  • 7 - 10 years of enterprise software sales experience, ideally in asset or wealth management.
  • 2 - 3 years of quota-carrying experience with a strong record of revenue attainment.
  • Proven ability to establish and grow strategic relationships, including C-suite engagement.
  • Deep understanding of the asset management competitive landscape, trends, and challenges.
  • Familiarity with consultative selling frameworks and collaborative team sales processes.
  • Excellent communication, presentation, negotiation, and interpersonal skills.
  • Self-starter with strong attention to detail, organization, and time management.
  • Bachelor's degree in Business Administration or a related field.

Bonus Points

  • Prior experience selling cloud-based platforms or SaaS solutions in financial services.
  • Familiarity with alternative investment firms or multi-asset managers.

Compensation & Benefits

  • The cash compensation amount for this role is targeted at $250,000 to $300,000 OTE. 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, 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.

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology.

Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk.

Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, the Bay Area, and Dublin, Ireland, and is recognized by Fast Company as a "Best Workplace for Innovators," by Frost & Sullivan as a "Technology Innovation Leader," and by The Software Report as a "Top 100 Software Company."

Read the original posting

From Ridgeline's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

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Common questions

What is the salary for the Sales Executive role at Ridgeline?

The Sales Executive posting at Ridgeline states compensation of $250,000 – $300,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Ridgeline's official career site.

Where is the Sales Executive job at Ridgeline located?

This Sales Executive position at Ridgeline is located in Dallas, TX. Always check Ridgeline's application page for specific state eligibility or relocation policies.

What qualifications are required for Sales Executive at Ridgeline?

For the Sales Executive role, Ridgeline highlights 7+ years of relevant experience; experience with enterprise software sales, consultative selling, Salesforce, pipeline management. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Sales Executive position at Ridgeline?

This listing links directly to Ridgeline's Greenhouse application page. You can apply directly on Ridgeline's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.