Sales Executive

About the company

The company 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Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology.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, the company helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. The company 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 the company, 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 the company, 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 the company's growth trajectory, orchestrating cross-functional resources, including pre-sales, value management, marketing, and support, to advance and win deals, and positioning the company as the clear cloud-native alternative to legacy platforms in your territory.

What you'll do

• Lead business development efforts by selling the company platform to named accounts in the asset management industry.

• Drive new business sales from initial prospecting through close, contributing directly to the company’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 the company 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 the company, 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, the company 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 ([link for members] for a more comprehensive overview of our perks and benefits.

Equal Opportunity & Privacy

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

The company processes the information you submit in connection with your application in accordance with the company Candidate Privacy Policy . Please review the company Candidate Privacy Policy in full to understand our privacy practices and contact us with any questions.

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