Project Lead, Customer Experience

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

The cash compensation amount for this role is targeted at $155,000 - $180,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.

In addition to the base salary, 100% of 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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Ridgeline is the industry cloud platform for investment management. It was founded in 2017 by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

Headquartered in Lake Tahoe with offices in Reno, NV and Manhattan, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Inc. Magazine, Glassdoor, and Northern Nevada as a “Best Place to Work” and by LinkedIn as a “Top U.S. Startup.”

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