Services Sales Lead (Remote - New York)

This position is posted by Jobgether on behalf of Ridgeline. We are currently looking for a Services Sales Lead in New York (USA).

As a Services Sales Lead, you will play a key role in driving services-focused sales engagements within a fast-paced SaaS environment. This role requires a consultative, value-based approach to uncover client needs, scope implementation strategies, and deliver tailored solutions that align with business goals. You’ll collaborate with cross-functional teams—including Sales, Product, and Alliances—to ensure seamless transitions from deal closure to service delivery. Acting as a trusted advisor to executive stakeholders, you will influence strategic decisions, manage complex negotiations, and support long-term customer success. This position is well-suited for a dynamic communicator with strong financial services expertise and a passion for shaping enterprise service delivery.

Accountabilities

• Lead the services sales process, including scoping, pricing, and positioning implementation strategies aligned with client objectives.
• Partner with Solutions Consultants, Sales, and internal teams to close strategic deals and resolve complex service challenges.
• Present Customer Experience offerings to prospective clients, clearly articulating technical and functional value.
• Collaborate with legal, finance, and product stakeholders to ensure accurate proposals, contracts, and delivery commitments.
• Support discovery sessions to define project requirements, timelines, and implementation resource needs.
• Negotiate Statements of Work and service agreements, ensuring smooth handoffs to consulting teams for execution.
• Contribute to RFIs, RFPs, and RFQs with tailored service-specific content.
• Maintain accurate forecasting of service delivery capacity while identifying upsell opportunities in collaboration with Customer Success.
• Represent the services organization at client engagement events and conferences, contributing to brand visibility and thought leadership.

• 7+ years of experience in services sales, business development, or related roles within financial services or asset management.
• Proven track record of executive-level relationship management and negotiation of service contracts.
• Strong presentation and communication skills with the ability to engage both technical and business stakeholders.
• Familiarity with consultative, value-based selling methodologies and SaaS solution delivery.
• Deep understanding of asset management or financial services industry dynamics.
• Demonstrated ability to collaborate effectively with cross-functional internal teams and external partners.
• Self-driven, organized professional with excellent time management skills and willingness to travel up to 50%.
• Bonus: Experience with Agile methodologies, cloud platforms (AWS, APIs, serverless architecture), and insights into asset management trends.

• Competitive compensation package targeted at $162,500 – $193,750 OTE, with final amounts based on experience and expertise.
• Participation in the company stock plan for all employees.
• Comprehensive healthcare coverage with $0 cost employee insurance plans.
• Unlimited vacation policy promoting work-life balance.
• Educational and wellness reimbursement programs to support professional and personal growth.
• Opportunities for career advancement in a fast-growing, innovative environment.

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.

When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.
🔍 Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience and achievements.
📊 It compares your profile to the job’s core requirements and past success factors to determine your match score.
🎯 Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.
🧠 When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.

The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role. Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team.

Thank you for your interest!

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