Field Services Enablement Specialist, Data Migration

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🕒 March 16

🏄 California, Nevada, +1 more states – Remote

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

💵 $183k - $211k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚰 Data Engineer

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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

• Serve as the primary subject matter expert for data migration workflows including start-of-day positions, transactions, and historical performance data • Develop and maintain standardized processes, playbooks, and tools that ensure consistent and scalable customer data migrations • Partner with Consulting teams to guide the execution of complex migrations and ensure accuracy, completeness, and reconciliation of migrated data • Collaborate with Product Management to ensure data-related features are designed with real-world implementation and deployment needs in mind • Support testing, validation, and troubleshooting efforts related to migration workflows and customer data ingestion • Enable internal teams and consulting partners through training programs, documentation, and best practice guidance for migration methodologies • Capture insights and lessons learned from customer implementations and incorporate them into improved migration frameworks and enablement materials • Lead partner enablement initiatives by onboarding and training data migration consultants within Ridgeline’s partner ecosystem • Manage partner collaboration by coordinating shadowing opportunities, aligning partners with Ridgeline methodologies, and maintaining clear communication channels • Drive continuous improvement by identifying opportunities to refine migration tooling, validation methods, and operational processes while contributing to a collaborative and transparent culture

🎯 Requirements

• 5+ years of experience with data migration in investment management software implementations • At least 1 year of hands-on experience performing data migrations on the Ridgeline platform • Expertise in portfolio accounting data structures including positions, transactions, and performance history • Strong understanding of reconciliation and data validation methodologies • Experience designing and refining repeatable migration workflows, tools, and methodologies • Proven ability to collaborate with Product Management and Engineering teams to resolve complex data challenges • Exceptional attention to detail with strong analytical and documentation skills • Strong communication skills with the ability to translate technical processes into clear guidance for stakeholders • Curiosity and passion for mentoring and enabling others in data best practices • Willingness to learn about cutting-edge technologies while cultivating expertise in investment operations workflows • An aptitude for problem solving and communicating effectively in fast-paced environments • Serious interest in having fun at work.

🏖️ Benefits

• Unlimited vacation • Educational reimbursements • Wellness reimbursements • $0 cost employee insurance plans • Company Stock Plan