Lead Consultant, Front Office

About the role

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Duffield (co‑founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology.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."

As a Lead Consultant on the Front Office team, you'll play a central role in helping asset managers and wealth managers bring traders and portfolio managers onto Ridgeline's platform — guiding clients through discovery, configuration, and go‑live for the systems that power their day‑to‑day trading. This is a chance to help shape a growing part of our business, working directly with client stakeholders on some of the most complex and highest‑visibility work our platform supports.

What Success Looks Like: At 6 months, you're a capable resource on a live project: comfortable in Ridgeline configuration, Ridgeline workflows, and front‑office workflows end to end. By 12 months, you independently own the full project lifecycle, from discovery through go‑live, the way recent team members have grown into owning their own implementations.

Responsibilities

• Own front‑office implementation workstreams for Ridgeline client projects end‑to‑end, from discovery through go‑live.
• Configure Ridgeline tenants, translating client workflows into system setup and client‑facing education.
• Partner with sales and delivery to support pipeline projects, including smaller, quick‑turnaround engagements.
• Troubleshoot and resolve time‑sensitive issues during go‑live hypercare, escalating when appropriate.
• Absorb client feedback, including the tough kind, and relay it constructively to the product team.
• Share project context and learnings with teammates so the team avoids knowledge silos.

Requirements

• Front office,