Services Sales Lead

This is a fully remote position, open to applicants in New York.

📋 Description

• Develop the services strategy and deal structure in collaboration with Sales, Solutions Consultants, and Consulting teams.

• Facilitate scoping sessions to identify customer requirements, operating models, and success criteria for project initiation.

• Create and enhance Statements of Work (SOWs) that explicitly outline scope, deliverables, timelines, and success metrics.

• Formulate implementation strategies that align with customer objectives, project feasibility, and Ridgeline’s best practices.

• Work together with Legal, Finance, and Product teams to ensure precision and scalability in pricing and scope.

• Convert customer requirements into executable delivery frameworks and resourcing plans in collaboration with Consulting.

• Guide scope, pricing, and contract negotiations to ensure transparency, accountability, and alignment with customer expectations.

• Ensure pipeline visibility and accurate forecasting for service capacity.

⛳️ Requirements

• Over 7 years of experience in consulting, implementation strategy, or account management within financial services software firms.

• More than 5 years of experience in developing deal strategies and/or managing Statements of Work for enterprise technology projects.

• In-depth knowledge of asset management industry trends and dynamics.

• Experience in contributing to or leading scope definition, pricing, and contracting discussions for enterprise services.

• Demonstrated ability to present SaaS solutions and service strategies to both executive and operational stakeholders.

• Knowledge of consultative and value-based solution design along with value engineering methodologies.

• Outstanding interpersonal, presentation, and communication skills.

• Proven collaborator across functions with internal teams and external partners.

• Self-motivated individual with strong organizational and time management abilities.

• Willingness to travel up to 35% of the time.

🏝️ Benefits

• Unlimited vacation

• Educational reimbursements

• Wellness reimbursements

• $0 cost employee insurance plans

• Company Stock Plan