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.
• Foster collaborative relationships with internal teams and customer stakeholders.
• 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.
• Highly 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.

Qualifications

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

Benefits

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.

Pay

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.

Schedule

Domestic travel expected 25–50%.

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. 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.

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