Senior Business Development Representative

Are you eager to launch your career in a fast-paced FinTech startup where innovation, curiosity, and grit are essential? Do you enjoy connecting with people and uncovering their needs through strategic outreach and relationship building? Are you excited to contribute to a collaborative sales and marketing team helping to modernize the investment management industry? If so, we invite you to be a part of our innovative team.

As a Sales Associate at Ridgeline, you’ll help shape the growth engine of one of the most disruptive FinTech startups on the planet. This individual contributor (IC) role is ideal for a high-energy, early-career professional passionate about sales, technology, and the investment management industry. You’ll work at the intersection of lead generation and relationship building—connecting with prospective clients, identifying their needs, and qualifying opportunities that move Ridgeline’s mission forward. Using cutting-edge technologies—including AI tools like ChatGPT—you’ll become an integral part of a team committed to transforming an entire industry.

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 the Ridgeline Way excites you, we’d love to meet you.

The impact you will make:

• Research and identify potential clients and decision-makers in the investment management space using digital tools and platforms
• Initiate outbound prospecting efforts via personalized email, phone, and social media outreach
• Qualify leads by assessing needs, challenges, and readiness for our solutions
• Build and nurture relationships with prospects through thoughtful follow-up and consistent engagement
• Stay current with market trends, competitive landscapes, and emerging opportunities
• Maintain accurate and organized records in Salesforce and other CRM systems
• Collaborate with Sales and Marketing teams to align strategies and messaging for effective lead generation and conversion

What we look for:

• Strong interest in launching a career in technology sales
• Tenacious, self-starting mindset with a collaborative spirit
• Excellent verbal and written communication skills
• Highly organized with exceptional attention to detail
• Comfortable learning new tools and systems (Salesforce experience a plus)
• Prior experience in sales or customer service preferred, but not required
• Knowledge or interest in investment management and financial services
• Bachelor’s degree preferred

Bonus:

• Experience with sales enablement or prospecting tools (e.g., Outreach, LinkedIn Sales Navigator)
• Familiarity with AI-enabled sales engagement strategies

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, and the Bay Area, 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.”

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 Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits 

The typical starting compensation range for new hires in this role is listed below.  In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting compensation range for this role is: $124,000 to $146,000 OTE 

The typical starting compensation range for this role in the select locations listed above is: $136,000 - $160,000 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 for a more comprehensive overview of our perks and benefits.

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