---
title: 'Sales Executive at Ridgeline'
canonical: 'https://feeny.ai/job/sales-executive-ridgeline-dallas-8909s4xcw7r0'
type: 'job'
last_seen: '2026-10-18'
---

# Sales Executive at Ridgeline

- **Company:** Ridgeline
- **Location:** Dallas, TX / Austin, TX / Atlanta, GA / Miami, FL
- **Work type:** remote
- **Posted:** 2026-10-09
- **Last confirmed live:** 2026-10-18
- **Apply:** https://boards.greenhouse.io/ridgeline/jobs/8015112003?gh_jid=8015112003

## Job description

## 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Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology.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."

## 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. Please check out our Careers page (https://www.ridgelineapps.com/about/careers) for a more comprehensive overview of our perks and benefits.

## Equal Opportunity & Privacy

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline [Candidate Privacy Policy](http://ridgeline.ai/legal/candidate-privacy-policy). Please review the Ridgeline Candidate Privacy Policy in full to understand our privacy practices and contact us with any questions.

#LI-Remote

## About Ridgeline

## Company Overview
- **One-liner**: Ridgeline is an AI-native industry cloud platform purpose-built for investment management, unifying front, middle, and back office workflows in a single system.
- **Entity Type**: Private (funding stage not disclosed)
- **Headquarters**: Incline Village (Lake Tahoe), Nevada, USA
- **Founded**: Not publicly available (founded by Dave Duffield after his tenure at Workday and PeopleSoft)
- **Founders**: Dave Duffield (Founder and Chairman)

## Core Business
- **Primary industry**: Investment management technology / Fintech
- **Target customers**: B2B – investment management firms (asset managers, hedge funds, etc.)
- **Mission/purpose**: Give investment managers a competitive advantage with modern technology purpose-built for the industry, combining data, workflows, and AI in one platform.

## Products & Services
All offerings are part of a single cloud-native SaaS platform:
- **Ridgeline Platform**: A unified front-to-back system with modules for portfolio construction, trading, compliance, reconciliation, portfolio accounting, reporting, client engagement, revenue management, and workflow management.
- **Ridgeline Intelligence**: AI-powered capabilities including agentic digital coworkers that automate repetitive tasks, natural language querying of data, and embedded analytics.
- **Reconciliation Engine**: Automated start-of-day reconciliation against a trusted custodial data network.
- **Electronic Trading**: Integration with NYFIX, dark pools, and broker algorithms; post-trade dashboard for CTM/local matches and FIX allocation status.
- **Compliance**: Pre- and post-trade compliance engine configurable at firm, account, and regulatory levels.

## Market Standing
- **Valuation / Market Cap**: Not publicly available
- **Key Metric**: Over 400 employees (as of mid-2026); funding rounds not disclosed
- **Notable Investors / Partners**: Not publicly disclosed; board includes Dave Duffield and other executives. Platform integrates with NYFIX and major custodians/brokers.
- **Growth Signals**: Expanded from founding team to 400+ employees across four US offices + remote; rebranded to ridgeline.ai to signal AI-native evolution; continuous product launches (AI workflows, intelligence features in June 2026).

## Competitive Advantages
- **AI-native platform** built from the ground up in the public cloud (not retrofitted legacy tech).
- **Single source of truth** – one platform for front, middle, and back office eliminates data silos.
- **Domain expertise** – founded by enterprise software veterans (PeopleSoft, Workday) who understand complex operational workflows.
- **Real-time data and embedded intelligence** directly in the flow of work, reducing manual effort and risk.

## Strategic Focus
- Deepening AI capabilities: Ridgeline Intelligence, agentic coworkers, and automated reconciliation.
- Expanding the platform’s breadth to cover more investment management workflows.
- Attracting top engineering and domain talent to maintain competitive edge.
- Building a strong partner ecosystem (custodians, brokers, data providers).

## Why Work Here
- **Culture**: High agency, growth mindset, bias towards action, “brilliant jerks not welcome.” Emphasis on trust, transparency, and solving hard problems.
- **Remote/Hybrid**: Offices in Incline Village (NV), Reno (NV), San Ramon (CA), New York (NY); select remote roles available.
- **Perks & Benefits** (from careers page):
  - Unlimited vacation
  - $0 premiums for employee-only medical, dental, vision
  - 12-week paid parental leave (primary and secondary caregivers)
  - $1,500 annual education reimbursement
  - $800 annual wellness reimbursement
  - Fertility coverage (through Progyny)
  - 401k with company match
  - Stock option grants
  - Dog-friendly offices
- **Team**: Over 400 employees; actively hiring for engineering, sales, consulting, and support roles.

## Sources
1. [ridgeline.ai – About](https://ridgeline.ai/company/about)
2. [ridgeline.ai – Homepage](https://ridgeline.ai/)
3. [ridgeline.ai – Careers](https://ridgeline.ai/company/careers)
4. [ridgeline.ai – Leadership](https://ridgeline.ai/company/leadership)
5. [linkedin.com – Ridgeline](https://www.linkedin.com/company/ridgelineai)

## Other roles at Ridgeline

- [Senior Engineer, Custodian Data](https://feeny.ai/job/senior-engineer-custodian-data-ridgeline-new-york-ga95vnyt8db9) — New York, NY
- [Senior Technical Consultant](https://feeny.ai/job/senior-technical-consultant-ridgeline-reno-7vn2853jfm79) — Reno, NV / San Ramon, CA / New York, NY / United States
- [Staff Product Manager, Data Intelligence](https://feeny.ai/job/staff-product-manager-data-intelligence-ridgeline-san-ramon-at0edah6m45y) — San Ramon, CA / New York, NY / Reno, NV
- [Sales Executive](https://feeny.ai/job/sales-executive-ridgeline-charlotte-f6exbjv04y19) — Charlotte, NC / Raleigh, NC / Washington, DC / Arlington, VA / Charleston, SC
- [Technical Support Lead, Trading Operations](https://feeny.ai/job/technical-support-lead-trading-operations-ridgeline-dublin-ay3k22fs4q95) — Dublin, Ireland
- [Sales Executive](https://feeny.ai/job/sales-executive-ridgeline-philadelphia-4r4xe7p9n20j) — Philadelphia, PA / Boston, MA
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- [Financial Systems Analyst](https://feeny.ai/job/financial-systems-analyst-ridgeline-san-ramon-wrrn3jcszrwt) — San Ramon, CA / Reno, NV / New York, NY
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