Senior Staff Project Lead, Customer Experience

The Role

Lead end-to-end customer implementations of Ridgeline’s enterprise platform with confidence and accountability
Define project scope, allocate resources, and develop execution plans that align with customer goals and Ridgeline’s standards
Establish and maintain strong communication with customer stakeholders, ensuring alignment and transparency throughout the project lifecycle
Identify, assess, and mitigate risks while fostering a problem-solving culture across cross-functional teams
Manage project budgets and schedules with precision, balancing efficiency and adaptability
Contribute to a collaborative team environment by leading with resilience, positivity, and a commitment to outcomes
Build trusted relationships with both internal and external partners, influencing through clarity and integrity
Take ownership of critical project tasks, stepping in hands-on when necessary to ensure delivery excellence

Requirements

• Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field
• 10+ years of experience leading enterprise software implementations for investment management clients
• Deep understanding of investment management workflows including front and back office operations
• Strong command of project management practices and methodologies; proven ability to manage cross-functional resources
• Exceptional organizational and time management skills with a hands-on, proactive approach to problem-solving
• Strong interpersonal skills, capable of engaging with senior leadership and managing multiple stakeholder relationships
• Demonstrated curiosity and ability to quickly learn and adapt to new technologies
• Willingness to leverage AI tools such as ChatGPT to improve project efficiency and communication

Preferred Qualifications

• Familiarity with Agile principles and software development life cycles
• Proficiency with project management and collaboration tools like JIRA, Confluence, Mavenlink, Slack
• Understanding of cloud technology concepts including AWS, APIs, and serverless infrastructure
• Relevant project management certifications such as PMP, CAPM, or PRINCE2

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Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology.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

Benefits

• Compensation range: $187,000 - $234,000 OTE
• Company Stock Plan
• Unlimited vacation
• Educational and wellness reimbursements
• $0 cost employee insurance plans

Contact Us

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.