
201 - 500 employees
Founded 2017
đź Consulting
đ¸ Finance
âď¸ SaaS
Consulting ⢠Finance ⢠SaaS
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.
đĽ 17 minutes ago
đ California, Nevada, +1 more states â Remote
â° Full Time
đĄ Mid-level
đ Senior
đ Learning and Development
đŚ H1B Visa Sponsor
đť Ghost score 11%
Where this job comes from
Posted on Ridgeline's careers page, not through a job board
First seen by Remote Rocketship 17 minutes ago

201 - 500 employees
Founded 2017
đź Consulting
đ¸ Finance
âď¸ SaaS
Consulting ⢠Finance ⢠SaaS
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.
⢠Serve as the primary subject matter expert for Ridgeline's technical implementation methodology, including API integrations, ETL workflows, data migrations, and system-to-system connectivity ⢠Partner with Product Management to translate new product capabilities and customer feedback into scalable implementation standards and best practices ⢠Define, document, and continuously improve standardized implementation methodologies for technical integration workstreams across customer engagements ⢠Build and maintain a delivery assurance framework ensuring partner-led implementations meet Ridgeline's quality standards ⢠Enable and support third-party consulting partners through onboarding, training, office hours, documentation, and structured shadowing ⢠Develop and own technical learning paths and curriculum for Ridgeline Academy ⢠Provide strategic guidance for complex customer implementations and technical design decisions ⢠Collaborate with consulting teams, sales teams, and implementation partners to design scalable integration solutions for investment management organizations ⢠Identify implementation inefficiencies, drive process improvements, and lead change management efforts ⢠Capture implementation and partner feedback to influence product enhancements, tooling, and delivery methodologies ⢠Build scalable partner enablement frameworks to reduce partner ramp time ⢠Share knowledge, mentor consultants, and promote ownership, transparency, and continuous improvement
⢠Must be work authorized in the United States without the need for employer sponsorship ⢠5+ years of experience implementing enterprise SaaS solutions with a strong emphasis on technical integrations ⢠Experience implementing B2B software, ideally within the investment management or financial services industry ⢠Deep understanding of API-based integrations, ETL concepts, system-to-system integrations, and enterprise integration architectures ⢠Working knowledge of Python or Java used within implementation or integration environments ⢠Experience building, standardizing, or improving implementation methodologies across multiple customer engagements ⢠Demonstrated experience enabling, mentoring, onboarding, or training consultants, partners, or customer-facing teams ⢠Ability to influence and drive adoption of new implementation standards without direct management authority ⢠Strong consulting presence with excellent written and verbal communication skills and the ability to explain complex technical concepts to both technical and non-technical audiences ⢠Experience partnering with Product Management to influence product direction through implementation insights and customer feedback ⢠Strong curiosity, attention to detail, and passion for continuously improving implementation quality and operational efficiency ⢠Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain ⢠An aptitude for problem solving and clear communication in fast-paced environments ⢠Serious interest in having fun at work ⢠Bonus: Experience implementing investment management platforms or front-, middle-, and back-office investment workflows ⢠Bonus: Familiarity with vendors and integration patterns commonly used within the investment management industry ⢠Bonus: Experience with REST APIs, Workato, MuleSoft, or similar enterprise integration platforms ⢠Bonus: Experience building learning programs, certification content, or enablement curriculum ⢠Bonus: Experience leading partner enablement or consulting partner ecosystems ⢠Bonus: Familiarity with Agile development methodologies and tools such as JIRA, Confluence, GitHub, and Slack
⢠Company Stock Plan, subject to the applicable Stock Option Agreement ⢠Unlimited vacation ⢠Educational reimbursements ⢠Wellness reimbursements ⢠$0 cost employee insurance plans ⢠Opportunities for career advancement ⢠Opportunity to make an impact on the product
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