Business Development Representative

Sales Associate – Ridgeline

Are you eager to launch your career in a fast‑paced Fin Tech startup where innovation, curiosity, and grit are essential? Do you enjoy connecting with people and uncovering their needs through strategic outreach and relationship building? If so, we invite you to join our innovative team.

As a Sales Associate you’ll help shape the growth engine of one of the most disruptive Fin Tech startups on the planet. This individual contributor 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.

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.

• 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.

• 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.

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

Ridgeline is the industry cloud platform for investment management. Founded in 2017 by visionary tech entrepreneur Dave Duffield (co‑founder of People Soft and Workday), we solve operational challenges with bold innovation and human connectivity. We are building a modern platform in the public cloud, purpose‑built for the investment management industry, prioritizing security, agility, and usability to empower businesses like never before.

Headquartered in Lake Tahoe with offices in Reno, NV and Manhattan, Ridgeline has been named a “Best Place to Work” by Inc. Magazine, Glassdoor, and Northern Nevada, and a “Top U.S. Startup” by Linked In.

Ridgeline is a community‑minded, discrimination‑free equal opportunity workplace.

The cash compensation for this role is targeted at $107,000 – $128,500 OTE. 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, including unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.