Ridgeline - Customer Experience Manager, Front Office Consulting
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Requirements
• 12+ years in a software engineering position or similar function • Strong history of architecting and designing new products and technologies • Strong history of mentoring multiple peers and multi-task work across multiple projects • A degree in Computer Science, Information Science, or related discipline • Strong expertise in TypeScript, React, HTML, JavaScript, CSS • Demonstrated mastery of data structures, algorithms, and architectural patterns • Experience building scalable component libraries and design systems • Experience using AI tools like Cursor and ChatGPT • Willingness to learn about new technologies while developing expertise in a business domain/problem space • Ability to focus on short-term deliverables while maintaining a big-picture perspective • Ability to communicate effectively with colleagues at all levels and all audiences • Serious interest in having fun at work • Experience with investment or asset management applications • Experience building performant, enterprise-level web experiences at scale • Knowledge of Node.js and Express • Knowledge of front-end build tooling in the React ecosystem (e.g., Webpack, ESBuild, bun) • Experience with agile development methodologies • Understanding of building back-end infrastructure using AWS offerings such as Lambda, S3, CDKTF • Knowledge of Docker-based container architecture • Background in design, economics, or finance • 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.
Responsibilities
• Lead, coach, and develop a team of Front Office Consultants delivering enterprise SaaS implementations for investment management firms • Foster a collaborative consulting culture rooted in ownership, knowledge sharing, transparency, and continuous learning • Oversee front office workstreams across multiple enterprise implementations to ensure high-quality, on-time delivery • Guide teams through complex implementation challenges while maintaining strong relationships with customer stakeholders • Ensure strong design and deployment of trading, portfolio management, compliance, and post-trade workflows • Collaborate closely with Project Management, Technical Consulting, Data Migration, Product, Engineering, and Customer Success teams to ensure seamless implementation execution • Establish and refine functional implementation standards, configuration practices, and reusable workflow templates • Strengthen forecasting, capacity planning, and utilization management across the consulting organization • Analyze delivery metrics and feedback to improve predictability, team effectiveness, and customer outcomes • Champion adoption of AI-powered tools such as OpenAI and Claude to enhance requirements gathering, workflow design, and implementation documentation • Identify opportunities to apply AI across solution design, compliance rule validation, reporting configuration, and knowledge management • Establish responsible AI usage practices that support secure and trusted customer engagements • Build trusted relationships with senior stakeholders including trading desks, portfolio managers, compliance leaders, and operations teams • Provide strategic guidance on workflow design, operating model alignment, and implementation sequencing • Communicate the value of Ridgeline’s front office capabilities to both technical and business audiences • Step in hands-on when needed to support critical milestones or complex deployment dynamics • What we look for: • What we look for: • 8+ years implementing investment management software in a customer-facing role • Deep expertise in front office workflows including trading, portfolio management, and compliance monitoring • 3+ years of people management experience within a consulting or professional services environment • Strong understanding of the investment management lifecycle including trade order management, post-trade workflows, compliance monitoring, and reporting • Knowledge of investment instruments including equities, fixed income, multi-currency instruments, derivatives, and alternatives • Proven experience leading complex, multi-workstream SaaS implementations • Strong portfolio management, forecasting, and resource planning capabilities • Exceptional interpersonal, communication, and executive stakeholder management skills • Experience handling customer escalations with professionalism and sound judgment • Demonstrated curiosity and hands-on experience leveraging emerging technologies including AI tools • Experience guiding teams in responsible and effective AI adoption • Ability to collaborate effectively across cross-functional teams • Willingness to learn about cutting-edge technologies while cultivating deep investment management domain expertise • An aptitude for problem solving • Ability to communicate effectively • Serious interest in having fun at work • Bonus: • Bonus: • Experience advising customers on front office operating model transformation or technology stack modernization • Familiarity with Agile principles and SaaS development lifecycles • Experience with collaboration and delivery tools such as Slack, JIRA, Confluence, Kantata, and Google Workspace • Basic understanding of cloud infrastructure concepts including AWS and APIs • Chartered Financial Analyst (CFA) designation • Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.” • 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.
Benefits
• [For New York and California Based Only] • The typical starting salary range for new hires in this role is listed below. In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. • The typical starting salary range for this role is: $200,000-$235,000. • The typical starting salary range for this role in the select locations listed above is: $212,500-$250,000. • 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. • #LI-Hybrid #LI-Remote
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