Ridgeline - Customer Experience Manager, Front Office Consulting
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Responsibilities
• Serve as the primary subject matter expert for back-office investment workflows including reconciliation, reporting, compliance, and client management • Partner with Product Management to translate customer needs and field insights into actionable product improvements and roadmap priorities • Lead the standardization and development of scalable implementation methodologies and best practices for portfolio accounting and operational workflows • Provide strategic guidance on complex or enterprise-scale customer implementations to ensure consistency, quality, and successful delivery • Collaborate with consulting teams, sales teams, and partners to design effective solutions for sophisticated investment management organizations • Enable internal teams and consulting partners through training, documentation, and rollout support for new product features • Manage and support Back Office partner consultants by delivering onboarding, enablement sessions, and structured shadowing opportunities • Drive continuous improvement by capturing feedback from the field and ensuring insights inform product enhancements and implementation frameworks • Build scalable partner engagement frameworks that support a growing ecosystem of services and consulting partners • Foster a collaborative environment by sharing knowledge openly, mentoring teammates, and contributing to a culture rooted in ownership and transparency • What we look for: • What we look for: • 5+ years of hands-on experience implementing investment management software • At least 1 year of implementation experience with Ridgeline, with emphasis on back-office workflows • Deep knowledge of institutional investment operations including equities, derivatives, FX, fixed income, and structured products • Strong expertise in reconciliation, reporting, and portfolio accounting processes • Ability to refine operational workflows and drive standardization across teams and implementations • Excellent written and verbal communication skills with the ability to translate complex processes into clear documentation and guidance • Experience partnering with Product Management and influencing product design through real-world implementation insights • Strong curiosity, attention to detail, and passion for enabling and teaching others • Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain • An aptitude for problem solving and clear communication in fast-paced environments • Serious interest in having fun at work • Bonus: • Bonus: • Experience leading SaaS implementations in investment management environments • Familiarity with Agile development methodologies • Experience working with tools such as JIRA and Confluence • Experience enabling consulting partners or external implementation ecosystems • 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.
Benefits
• 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: $187,000-$234,000 OTE. • The typical starting salary range for this role in the select locations listed above is: $205,000-$257,000 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, 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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