Project Manager, Customer Experience

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🔥 19 hours ago

🏄 California, Nevada, +1 more states – Remote

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

💵 $104k - $130k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👷‍♀️ Project Manager

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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

• Lead end-to-end implementation projects from kickoff through go-live for Ridgeline’s enterprise cloud platform • Define project goals, scope, and success criteria while establishing structured delivery plans and timelines • Coordinate cross-functional teams including consulting, engineering, product, and customer stakeholders to ensure seamless execution • Build strong relationships with client stakeholders while maintaining transparency and alignment throughout project lifecycles • Manage project scope, milestones, and deliverables to ensure high-quality outcomes and successful deployments • Monitor project budgets, timelines, and resources to ensure efficient and cost-effective delivery • Identify potential project risks and proactively develop mitigation strategies to protect delivery timelines and customer outcomes • Maintain clear communication with internal teams and customer leadership regarding progress, risks, and key milestones • Ensure project deliverables meet quality standards and customer expectations • Analyze project outcomes and delivery performance to identify improvement opportunities for future implementations • Contribute to continuous improvement of Ridgeline’s implementation frameworks, delivery methodologies, and operational processes • Leverage AI-powered tools such as ChatGPT and other emerging technologies to improve documentation quality, communication clarity, and project management efficiency • Support team collaboration and knowledge sharing across implementation programs to strengthen delivery consistency and operational excellence

🎯 Requirements

• Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field • 5+ years of experience leading investment management software implementations in a customer-facing role • Strong knowledge of front-office and back-office investment management workflows including portfolio accounting, performance measurement, trading, reconciliation, data management, compliance, and reporting • Proven experience managing enterprise software implementations with both functional and technical workstreams • Demonstrated ability to coordinate cross-functional teams and drive complex projects to successful completion • Strong organizational and time management skills with the ability to manage competing priorities • Ability to work independently with limited direction while maintaining strong collaboration with stakeholders • Excellent interpersonal and relationship-building skills with the ability to work effectively with both internal teams and customer leadership • Demonstrated curiosity and ability to quickly learn new technologies and software platforms • Experience communicating project status, risks, and recommendations to executive stakeholders • Willingness to learn about cutting-edge technologies while cultivating expertise in the investment management domain • 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