Services Sales Lead

As an integral member of the CX operations team, the Services Sales Lead in Ridgeline’s Customer Experience department, you will drive the services component of the sales cycle to gather requirements, scope, and price Ridgeline implementations. You will play a critical role in enabling and accelerating SaaS subscription sales, working closely with the Business Development team to ensure success. In this role, you will participate in, shape and influence the services discovery process, ensuring that implementations align with customer needs and Ridgeline’s strategic goals. You will represent Customer Experience by participating in the services discovery sessions and collaborating with the Alliances team on partnerships for implementations. A tenacious and self-motivated individual is the key to success in this role. You’re highly organized, have a strong executive presence, and feel energized by delighting customers in the asset management industry. 

What will you do?

• Collaborate with Solutions Consultants and Sales in problem-solving to support deal closure on behalf of Customer Experience
• Understand the competitive landscape and prospect needs so you can effectively position and differentiate the value of our deployment methodology and Customer Experience services  
• Provide leadership and expertise in the creation, implementation, and stewardship of new processes to enhance cross-functional workflows and drive operational efficiency in services sales
• Act as an internal and external champion for Ridgeline's Customer Experience services, driving awareness and adoption throughout the sales cycle and post-sale engagements
• Cross-collaborate effectively with internal teams, such as legal, finance, and product, to ensure seamless service delivery and customer satisfaction of deals
• Present the Ridgeline Customer Experience overview and conduct services engagement sessions 
• Articulate Ridgeline’s product configuration and technical services, such as data migration and integration development, to prospects in the sales cycle
• Conduct sessions with prospects to determine timelines and effort to implement Ridgeline
• Effectively price implementations based on identified requirements from discovery and understand the impact of pricing on services margins across several deals
• Partner with sales to propose high level implementation timelines for deployment for each deal 
• Partner with Alliances to bridge relationships with partner firms when necessary and determine when partner services are needed
• Pre-sale and post-sale, partner with sales execs and/or relationship managers for upselling of services and outsourced operational offerings
• Participate in RFIs, RFPs, and RFQs on behalf of Customer Experience
• Write, negotiate, and close Customer Experience agreements, such …