Project Lead, Customer Experience

The Role

Lead enterprise cloud software implementations from kickoff through go-live for Ridgeline’s cloud platform.

Define project scope, schedules, deliverables, and success criteria in partnership with customer and internal stakeholders.

Career Impact:

• Transform investment management operations with innovative cloud technology.
• Enhance project execution, documentation, and stakeholder communication using AI-powered tools.
• Contribute directly to critical project activities when needed to ensure project milestones and timelines are achieved.
• Foster collaborative relationships with internal teams and customer stakeholders to strengthen implementation success.
• Evolving Ridgeline’s delivery frameworks and operational processes through feedback and lessons learned.

Requirements

• Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field.
• 7+ years of experience leading investment management software implementations in a customer-facing role.
• Strong understanding of investment management workflows across front and back office including portfolio accounting, performance, trading, and compliance.
• Proven experience managing enterprise software projects involving multiple stakeholders and technical workstreams.
• Hightly organized with strong time management and prioritization skills.
• Ability to operate independently while maintaining strong collaboration with internal and external stakeholders.
• Demonstrated ability to build trusted relationships with customer teams including executive stakeholders.
• Strong written and verbal communication skills.
• Demonstrated curiosity and ability to learn new technologies and tools quickly.
• An aptitude for problem solving.
• Willingness to learn about cutting-edge technologies while cultivating expertise in the investment management domain.

Preferred Qualifications

• Familiarity with Agile methodologies and SaaS development lifecycles.
• Experience with collaboration tools such as Slack, JIRA, Confluence, or Mavenlink.
• Basic understanding of APIs, AWS, and serverless technologies.
• Project management certifications such as PMP, CAPM, or PRINCE2.
• Experience working with Google Workspace or Microsoft Office tools.

Company Culture

Ridgeline is committed to fostering a culture where Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture.

About Ridgeline

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.

Compensation and 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: $143,000-$179,000 OTE.
• The typical starting salary range for this role in the select locations listed above is: $158,000-$197,000 OTE.

Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

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.