Job Description
Job Description
This position is posted by Jobgether on behalf of Ridgeline. We are currently looking for a Services Sales Lead in New York (USA).
As a Services Sales Lead, you will play a key role in driving services-focused sales engagements within a fast-paced SaaS environment. This role requires a consultative, value-based approach to uncover client needs, scope implementation strategies, and deliver tailored solutions that align with business goals. You’ll collaborate with cross-functional teams—including Sales, Product, and Alliances—to ensure seamless transitions from deal closure to service delivery. Acting as a trusted advisor to executive stakeholders, you will influence strategic decisions, manage complex negotiations, and support long-term customer success. This position is well-suited for a dynamic communicator with strong financial services expertise and a passion for shaping enterprise service delivery.
Accountabilities
- Lead the services sales process, including scoping, pricing, and positioning implementation strategies aligned with client objectives.
- Partner with Solutions Consultants, Sales, and internal teams to close strategic deals and resolve complex service challenges.
- Present Customer Experience offerings to prospective clients, clearly articulating technical and functional value.
- Collaborate with legal, finance, and product stakeholders to ensure accurate proposals, contracts, and delivery commitments.
- Support discovery sessions to define project requirements, timelines, and implementation resource needs.
- Negotiate Statements of Work and service agreements, ensuring smooth handoffs to consulting teams for execution.
- Contribute to RFIs, RFPs, and RFQs with tailored service-specific content.
- Maintain accurate forecasting of service delivery capacity while identifying upsell opportunities in collaboration with Customer Success.
- Represent the services organization at client engagement events and conferences, contributing to brand visibility and thought leadership.
Requirements
- 7+ years of experience in services sales, business development, or related roles within financial services or asset management.
- Proven track record of executive-level relationship management and negotiation of service contracts.
- Strong presentation and communication skills with the ability to engage both technical and business stakeholders.
- Familiarity with consultative, value-based selling methodologies and SaaS solution delivery.
- Deep understanding of asset management or financial services industry dynamics.
- Demonstrated ability to collaborate effectively with cross-functional internal teams and external partners.
- Self-driven, organized professional with excellent time management skills and willingness to travel up to 50%.
- Bonus: Experience with Agile methodologies, cloud platforms (AWS, APIs, serverless architecture), and insights into asset management trends.
Benefits
- Competitive compensation package targeted at $162,500 – $193,750 OTE, with final amounts based on experience and expertise.
- Participation in the company stock plan for all employees.
- Comprehensive healthcare coverage with $0 cost employee insurance plans.
- Unlimited vacation policy promoting work-life balance.
- Educational and wellness reimbursement programs to support professional and personal growth.
- Opportunities for career advancement in a fast-growing, innovative environment.
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When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.