Project Lead, Customer Experience

Job not on LinkedIn

🕒 June 11

🏄 California, Nevada, +1 more states – Remote

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

💵 $143k - $179k / year

⏰ Full Time

🟠 Senior

💝 Customer Support

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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 enterprise software implementations from kickoff through go-live for Ridgeline’s cloud platform • Define project scope, schedules, deliverables, and success criteria in partnership with customer and internal stakeholders • Coordinate cross-functional teams and assign responsibilities to maintain alignment and accountability across project workstreams • Communicate clearly with stakeholders at all levels to manage expectations, provide status updates, and escalate risks appropriately • Manage project budgets and track financial performance to ensure transparency and alignment with forecasts • Monitor quality standards across all phases of the project lifecycle to ensure successful delivery outcomes • Identify and mitigate delivery risks proactively to keep implementations on track and within scope • Facilitate retrospectives and analyze project outcomes to drive continuous improvement across delivery practices • Contribute directly to critical project activities when needed to ensure project milestones and timelines are achieved • Foster collaborative relationships with internal teams and customer stakeholders to strengthen implementation success • Support the evolution of Ridgeline’s delivery frameworks and operational processes through feedback and lessons learned • Leverage AI-powered tools such as ChatGPT and other emerging technologies to improve project documentation, communication, and execution efficiency.

🎯 Requirements

• 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 • Demonstrated ability to build trusted relationships with customer teams including executive stakeholders • Strong written and verbal communication skills • Demonstrated curiosity and ability to learn new technologies and tools quickly • 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