About this role
Are you a proven project leader energized by the challenge of transforming legacy processes in the investment management space? Do you enjoy aligning cross-functional teams around ambitious goals and seeing complex enterprise software implementations through to a successful go-live? Are you an organized, strategic communicator who thrives at the intersection of customer engagement, operational excellence, and technical execution? If so, we invite you to be a part of our innovative team.
As a Customer Experience Project Lead at Ridgeline, you’ll be on the front lines of revolutionizing investment management technology. You’ll lead end-to-end implementations of our enterprise cloud software, directly engaging with both internal teams and customer stakeholders to define scope, plan execution, and ensure seamless delivery. Your consultative approach, gravitas, and meticulous organizational skills will be key in managing timelines, budgets, and quality—while cultivating trusted relationships. Working in a dynamic and fast-paced environment, you’ll leverage cutting-edge technologies—including AI tools like ChatGPT—to deliver exceptional outcomes and elevate the client experience.
At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we’d love to meet you.
You must be work authorized in the United States without the need for employer sponsorship.
The impact you will have
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
What we look for
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
Domestic travel 25–50%
Bonus
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.”
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.
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: $187,000 - $234,000 OTE.
The typical starting salary range for this role in the San Francisco Bay Area, CA, and the New York City Metro Area is: $205,000 - $257,000 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. Please check out our Careers page for a more comprehensive overview of our perks and benefits.
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