Are you a customer obsessed problem-solver with deep experience in portfolio accounting and back-office investment workflows? Do you love designing and implementing elegant solutions for complex systems in fast-moving client environments? Are you excited to contribute to an industry-changing platform by helping investment firms rethink how they operate and scale? If so, we invite you to be a part of our innovative team.

As a Customer Experience Senior or Staff Consultant at Ridgeline, you will lead the functional implementation of our cloud-native enterprise software for investment management customers. You’ll collaborate directly with clients to analyze, configure, and optimize back-office workflows that drive efficiency and transparency across their operations. Your consultative expertise will help firms modernize everything from reconciliation and reporting to data migration and portfolio accounting. This role is key to customer go-live success and will play a vital part in shaping the future of our implementation methodology. You’ll leverage cutting-edge technologies—including AI tools like ChatGPT—to accelerate delivery, improve customer outcomes, and scale best practices across teams.

What will you do?

Engage customer leaders to understand, design, and deploy strategic business workflows across the full investment management lifecycle
Configure, test, and drive adoption of Ridgeline software, including portfolio accounting validation, data ingestion, reconciliation optimization, and report customization
Develop and apply deep expertise in Ridgeline’s product suite and investment operations to maximize customer value
Collaborate with technical integration consultants to support data and system integrations
Partner with Product and Engineering teams to report bugs, recommend enhancements, and provide detailed product feedback from the field
Work closely with Customer Success to evolve tools, templates, and delivery methodologies that support scalability and efficiency
Contribute to a culture of learning, ownership, and continuous improvement through mentorship and documentation
Evangelize Ridgeline’s platform capabilities to external stakeholders and prospective customers
Mentor and coach peer consultants across the Customer Experience team
Travel domestically up to 20% to support customer engagements and go-lives

Desired Skills and Experience

Bachelor's degree in Business, Accounting, Finance, Economics, IT, or related field
3+ years of hands-on experience implementing investment management software, with a focus on back-office workflows
Strong understanding of institutional investment processes and financial instruments including equities, derivatives, FX, fixed income, and structured products
Proven experience in data migration, reconciliation, reporting, and portfolio accounting within investment firms
Strong interpersonal skills and ability to build trusted relationships with internal and external stakeholders
High attention to detail and ability to juggle multiple priorities in a dynamic, fast-paced environment
Excellent written and verbal communication skills, particularly around complex business or technical topics
Deep curiosity and ability to learn complex systems and software tools quickly
Experience handling escalations with poise, confidence, and professionalism
Fluency in Excel and familiarity with Google Workspace or Microsoft Office
Self-starter with the ability to work independently while collaborating in a team environment

Bonus:

Experience leading or managing SaaS implementations, ideally in fintech or investment tech
Familiarity with Agile methodologies and software delivery lifecycles
Experience working with JIRA, Confluence, Slack, and tools like Kantata or other PSA software
Exposure to APIs, AWS, and serverless infrastructure
CFA designation or strong progress toward one

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.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

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.

Compensation and Benefits

The cash compensation amount for this role is targeted at $128,000 - $165,000 OTE. 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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