Business Development Representative

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? 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 Business Development Representative (BDR) at Ridgeline, you’ll be on the front lines of our go‑to‑market strategy—introducing investment management firms to the future of enterprise technology. You’ll partner closely with Marketing and Sales to generate qualified pipeline through outbound prospecting, strategic outreach, and compelling communication. You’ll help identify new business opportunities and act as the first point of contact for prospective clients.

Your ability to tell the Ridgeline story and spark interest will directly impact our growth and success. In this role, you'll also explore how AI tools like ChatGPT can enhance productivity and effectiveness across prospecting and messaging personalization.

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 this excites you, we’d love to meet you.

You must be work authorized in the United States without the need for employer sponsorship.

• Conduct outbound prospecting through phone, email, Linked In, and other channels to generate qualified meetings for the Sales team
• Research accounts and contacts to craft personalized, strategic outreach that highlights Ridgeline’s value
• Manage and maintain a pipeline of leads, tracking progress and outcomes in our CRM
• Collaborate with Marketing to convert event attendees, campaign respondents, and inbound leads into qualified opportunities
• Partner with Account Executives to align outreach strategies and ensure smooth handoffs
• Participate in team meetings, feedback sessions, and training opportunities to continuously improve
• Act with ownership and a growth mindset as you build expertise in Ridgeline’s product, market, and ideal customer profile
• Contribute to a positive, learning‑focused team culture that celebrates wins and shares best practices

• Bachelor’s degree or equivalent experience (recent grads welcome!)
• 0–1 years of professional experience, ideally in sales, customer service, or a client‑facing role
• Strong written and verbal communication skills
• Natural curiosity and a desire to learn and grow in a sales career
• Resilience, resourcefulness, and a positive attitude toward rejection
• Ability to organize, prioritize, and manage time effectively
• Comfortable using tools like Salesforce, Apollo, Linked In, Hub Spot—or eager to learn
• Serious interest in having fun at work

• Familiarity with the investment management industry
• Experience using AI tools like ChatGPT to enhance writing or research
• Previous internship or part‑time experience in a sales or marketing function

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co‑founder of both People Soft 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…