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.
• Partner with internal teams and customer stakeholders to ensure successful project delivery.
• Manage project budgets and track financial performance to ensure transparency and alignment with forecasts.
• Facilitate retrospectives and analyze project outcomes to drive continuous improvement.
• 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.
• Leverage AI-powered tools such as ChatGPT to improve project documentation, communication, and execution efficiency.

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.

Qualifications

• Willingness to learn about cutting-edge technologies while cultivating expertise in the investment management domain.
• 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.

Benefits

Includes a competitive compensation package, including a typical starting salary range of $143,000-$179,000 OTE, with an alternate range of $158,000-$197,000 OTE in select locations.

Additionally, employees can participate in the Company Stock Plan and benefit from a range of perks including unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield, 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 committed to creating a diverse and inclusive workplace where employees feel valued and inspired to bring their best selves to work. We are proud to be a community-minded, discrimination-free equal opportunity workplace.