Staff Sales Operations & Strategy

Are you passionate about leveraging data and strategy to optimize sales operations in the FinTech world? Do you thrive on solving complex problems and creating streamlined processes that drive measurable success? Are you excited to collaborate with cross-functional teams to empower a growing sales organization with cutting-edge tools and insights? If so, we invite you to be a part of our innovative team.

Ridgeline is seeking a seasoned professional to join our Sales Operations & Strategy team. In this critical role, you will help shape how our industry-leading cloud platform for investment management is brought to market. By focusing on strategic initiatives, sales process optimization, and data-driven insights, you will directly contribute to the efficiency and effectiveness of our sales organization. This role is a blend of strategic thinking, operational execution, and cross-functional collaboration, employing tools like Tableau, Salesforce, and AI-driven analytics to ensure Ridgeline’s continued growth and impact.

You’ll be joining a fast growing Go-To-Market organization that is building tremendous momentum in an industry primed for disruptive technology. As an early member of the team, you’ll be relied on to leverage your own vision, passion, and interests to help shape the strategy that will enable us to capitalize on the opportunity before us. Our mission is to leave a legacy in the investment management industry by utilizing the latest AI and software development practices to revolutionize the field. Your contributions will play a critical role in shaping our culture, driving innovation, and influencing the trajectory of our ambitious tech startup.

What will you do?

• Design and implement strategies in partnership with sales leaders to align with company goals.
• Conduct market research to identify trends, opportunities, and challenges in the asset management industry.
• Build and maintain dashboards and reports to track key sales performance metrics.
• Analyze sales data to uncover actionable insights, optimizing team performance and strategic direction.
• Develop and oversee efficient sales processes, including forecasting, pipeline management, and quota-setting.
• Lead territory planning, CRM optimization, and sales system implementations to enhance sales operations.
• Collaborate with Marketing, Finance, and Product teams to ensure alignment and operational success.
• Provide operational support for onboarding new sales team members and facilitating their success.
• Drive strategic initiatives such as expanding into new markets or launching new products.
• Think creatively, own problems, seek solutions, and communicate clearly along the way
• Contribute to a collaborative environment rooted in learning, teaching, and transparency

Desired Skills and Experience

• Bachelor's degree in Business, Economics, or a related field (MBA preferred).
• 5+ years of experience in sales operations, strategy, or a related analytical role.
• Expertise in CRM platforms (e.g., Salesforce) and analytics tools (e.g., Tableau, Power BI).
• Advanced Excel skills, including data modeling and complex analysis.
• Strong project management skills with a proven ability to manage and execute initiatives.
• Excellent communication and presentation skills to influence and engage stakeholders.
• Background in SaaS, FinTech, or high-growth industries.
• Proven success in driving sales efficiency and increasing revenue.
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space.
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

Bonus

• Experience designing sales territories, quotas, or incentive plans.
• Familiarity with AI tools to drive data-driven sales operations and strategy.

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. 

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”

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 cash compensation amount for this role is targeted at $175,000 to $203,000 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, 100% of 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.