Senior Consultant, Back Office

The Role

Engage customer stakeholders to design and deploy strategic workflows across the investment management lifecycle
Configure, test, and optimize the Ridgeline platform, including data migration, reconciliation, market data, custom reports, and portfolio accounting
Develop and apply deep product and industry expertise to ensure customers realize full value from Ridgeline’s software
Collaborate with integration consultants to align system integrations with business needs
Partner with Product and Engineering teams to identify bugs, suggest features, and translate enhancement requests into actionable product feedback
Create scalable tools and templates for repeatable, cost-effective customer implementations
Take ownership of customer problems, think creatively, and drive toward resolution
Contribute to a learning-oriented, transparent team culture by sharing insights and teaching peers
Evangelize Ridgeline’s value proposition to external stakeholders
Provide mentorship to junior team members as the organization scales

Requirements

• Bachelor’s degree in Business, Finance, Accounting, IT, or a related field
• 4+ years of investment management software implementation experience in a customer-facing role
• Deep knowledge of portfolio accounting, reconciliation, and investment reporting workflows
• Understanding of asset classes such as equities, fixed income, derivatives, and FX
• Experience with customer training, escalations, and solution delivery
• Proven ability to manage multiple priorities independently
• Strong communication and stakeholder management skills
• Curiosity and drive to learn new technologies quickly
• High proficiency in Excel and familiarity with Google Workspace

Qualifications

• Experience leading enterprise SaaS implementations
• Familiarity with Agile principles and SDLC
• Exposure to tools like Slack, JIRA, Confluence, and Kantata
• Knowledge of APIs, AWS, and serverless technologies
• CFA designation

Benefits

• The typical starting salary range for this role is: $104,000 - $130,000 OTE.
• The typical starting salary range for this role in the San Francisco Bay Area, CA, and the New York City Metro Area is: $114,000 - $143,000 OTE.

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Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology.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

Compensation and Benefits

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