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 Sales Associate at Ridgeline, you’ll help shape the growth engine of one of the most disruptive Fin Tech 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.

• 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. It was founded in 2017 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 businesses like never before.

Headquartered in Lake Tahoe with offices in Reno, NV and Manhattan, Ridgeline is proud to have built a fast‑growing, people‑first company that has been recognized by Inc. Magazine, Glassdoor, and Northern Nevada as a “Best Place to Work” and by Linked In as a “Top U.S. Startup.”

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.

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