Solutions Consultant
Core
Drive sales success by providing functional and technical expertise during the sales cycle, leading product demonstrations, and influencing adoption of investment management solutions.
Role type
Senior Solutions Consultant (Asset Management)
Builds
Ridgeline's unified cloud-native platform for investment managers
Domain
Financial Services / Investment Management / Fintech
Required skills
consultative selling, product demonstrations, RFP/RFI management, investment management systems (OMS, PMS, Accounting), financial markets knowledge, cloud-based solutions presentation
Preferred skills
experience with asset or wealth management, ability to articulate complex concepts, self-starter mindset
Technologies
cloud-native platforms, OMS, PMS, Accounting platforms
Responsibilities
Lead technical and functional product demonstrations, partner with sales and product teams, manage sales process including RFP/RFI responses, provide feedback to product management, develop deep understanding of client needs, travel regularly to engage with prospects
Seniority
Senior, hands-on IC
