Senior Customer Success Manager

Job not on LinkedIn

🕒 May 20

🏄 California, Nevada, +1 more states – Remote

🏄 California – Remote 🎰 Nevada – Remote 🗽 New York – Remote

💵 $104k - $130k / year

⏰ Full Time

🟠 Senior

🏆 Customer Success

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Ridgeline

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2017

💸 Finance

☁️ SaaS

💳 Fintech

Finance • SaaS • Fintech

Ridgeline is a company that offers a cloud-based platform designed for investment management firms. It provides solutions for client engagement, portfolio management, trading, compliance, accounting, and reporting, all integrated into a single AI-enabled platform. Ridgeline aims to enhance operational efficiency, digital transformation, and growth for its customers by consolidating multiple systems into one. The platform is known for its intuitive, scalable, and secure design that supports various financial operations and fosters better management of investor relationships. Ridgeline positions itself as a transformative tool for firms seeking to advance in a competitive industry landscape.

📋 Description

• Build trusted relationships with investment and wealth management clients to support product adoption, satisfaction, and long-term partnership • Guide customers through pre-implementation readiness and onboarding coordination to ensure successful deployment and rapid realization of value • Develop and execute account plans that align product capabilities with customer business objectives • Drive product adoption and user enablement through training sessions, workshops, and strategic guidance • Identify and drive opportunities for revenue expansion through upsell/cross-sell opportunities and increased platform utilization • Manage renewal cycles and retention strategies while maintaining strong customer sentiment and engagement • Partner closely with Sales, Product, Support, and other Customer Experience teams to resolve customer issues and remove adoption barriers • Advocate for customer needs by translating feedback and product enhancement requests into actionable insights for internal teams • Coordinate customer reference programs, case studies, and community participation to support Ridgeline’s broader go-to-market efforts • Facilitate executive and end-user relationships across customer organizations to deepen strategic partnerships • Leverage data and AI-enabled tools to monitor customer health, analyze adoption trends, and proactively address risks and opportunities • Contribute to scalable processes and continuous improvement initiatives that enhance the Growth Segment’s ability to support a high-volume customer base • Collaborate with teammates to share knowledge, improve workflows, and strengthen a transparent, supportive team culture • Take ownership of customer outcomes while demonstrating resilience and a growth mindset in a dynamic startup environment • Exemplify Ridgeline’s Core Values and Security First Mindset • Domestic travel possible up to 25% depending on location

🎯 Requirements

• 2-4+ years of experience in Customer Success, SaaS account management, consulting/professional services, or similar customer-facing roles • Working knowledge of, and strong interest in, the financial markets and institutional/HNW investment lifecycle with demonstrated experience performing, implementing, and/or servicing front, middle, and/or back office workflows (e.g. CRM, portfolio management, trading, recon, data management, reporting, billing, etc.) • Practical understanding of common institutional investment products and security types (equities, funds, fixed income, structured products, derivatives, private assets, FX, etc.) • Experience managing customer relationships and driving product adoption in a B2B SaaS environment • Strong communication skills with the ability to engage both end users and executive stakeholders • Demonstrated ability to manage multiple priorities and customer interactions in a fast-paced, hypergrowth-stage start-up environment • Analytical mindset with the ability to interpret usage data and translate insights into customer outcomes • Comfort leveraging modern tools and technologies—including AI platforms and agentic workflows—to enhance productivity and customer engagement • Strong organizational skills and attention to detail when managing multiple accounts and initiatives • Ability to collaborate cross-functionally with GTM, product, and CX teams • Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain or problem space • An aptitude for problem solving • Ability to communicate effectively • Serious interest in having fun at work.

🏖️ Benefits

• Unlimited vacation • Educational and wellness reimbursements • $0 cost employee insurance plans • Company Stock Plan subject to applicable Stock Option Agreement