Ridgeline is a privately funded FinTech startup determined to modernize investment management software. Our founder and CEO, Dave Duffield, has spent the last four decades building and growing values-based enterprise software companies, including PeopleSoft and Workday. Our employees bring a mix of tech, finance, and investment management experience to our mission. Headquartered in the Lake Tahoe Basin, with a second office in the heart of Manhattan, Ridgeline enjoys the best of both worlds: the tranquility of Lake Tahoe and the energy of the country’s financial capital.

About the Team

This is an exciting opportunity to join Ridgeline’s Sales & Marketing organization as a Technical Solutions Consultant. The Go-to-Market team is a collaborative group of high performers passionate about generating long term value for customers. In this role, you will use your extensive experience, technical expertise and consultative approach to drive sales of the Ridgeline platform which offers integrated workflows and a unified data set across Accounting / OMS / Client Engagement / Performance / Reporting and more.

What will you do?

As a Technical Solutions Consultant, you will play a vital role in working with prospects and existing customers serving as a key technical resource. You will have the opportunity to interact with clients across the asset management industry, and showcase Ridgeline’s innovative, cloud-native, single-platform approach to eight core investment management functionalities.

  • Technical Demonstrations: Develop and stage custom demonstrations of Ridgeline's products and solutions to showcase their capabilities to prospective clients
  • Design and maintain demonstration data content, demo scripts, and competitive scenarios to best highlight Ridgeline’s products and services.
  • Data Integration: Work closely with Ridgeline API's and Integration tools to build solutions, custom extracts and other demo related content
  • Technical Expertise: Present Ridgeline's technical differentiators effectively to prospects, showcasing the advantages and benefits of our cloud-native platform.
  • Collaboration: Collaborate closely with Ridgeline's product and technology teams to stay up-to-date with the Ridgeline roadmap, release notes, and other product management artifacts and activities to maintain a constant pulse on enhancements and new features
  • Infrastructure Management: Manage infrastructure and operations for sales demo tenants, ensuring they are maintained and optimized for demonstration purposes.
  • Project Management: Utilize project management skills to coordinate and track progress on technical sales initiatives.
  • Operating Model: Work closely with prospects to understand their current technology stack and map out their future state operating model with Ridgeline including various points of integration with other systems and data
  • 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 a technical field (e.g., Computer Science, Information Technology, Engineering, etc.).
  • Strong technical acumen with a deep understanding of API integration and technical solution architecture.
  • Proven experience in project management, with the ability to manage multiple tasks and initiatives simultaneously.
  • Excellent communication and presentation skills, with the ability to explain complex technical concepts to both technical and non-technical audiences.
  • Demonstrated ability to work effectively in a collaborative team environment.
  • Knowledge of disaster recovery and data management solutions is a plus.
  • An aptitude for problem solving
  • Ability to communicate effectively
  • Serious interest in having fun at work


  • Understanding of Disaster Recovery and Service Level Agreements (SLAs)
  • Investment management or investment management software experience

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.”

Compensation and Benefits 

The cash compensation amount for this role is targeted at $106,000 to $126,500 OTE for individuals based in New York and California. 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.

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