Senior Customer Success Manager – Growth Segment

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🗽 New York – Remote

🗽 New York – Remote

⏰ Full Time

🟠 Senior

🏆 Customer Success

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Ridgeline

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2017

💼 Consulting

💸 Finance

☁️ 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.

📋 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 • Develop and execute account plans aligned with customer business objectives • Drive product adoption and user enablement through training, workshops, and strategic guidance • Identify and drive upsell and cross-sell opportunities and increased platform utilization • Manage renewal cycles and retention strategies • Partner with Sales, Product, Support, and Customer Experience teams to resolve issues and remove adoption barriers • Translate customer feedback and product enhancement requests into actionable internal insights • Coordinate customer reference programs, case studies, and community participation • Facilitate executive and end-user relationships across customer organizations • Use data and AI-enabled tools to monitor customer health, analyze adoption trends, and address risks and opportunities • Contribute to scalable processes and continuous improvement for the Growth Segment • Collaborate with teammates to share knowledge and improve workflows • Own customer outcomes and demonstrate resilience and a growth mindset • Exemplify Ridgeline’s Core Values and Security First Mindset • Travel domestically 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 financial markets and institutional/HNW investment lifecycles • Experience with front-, middle-, and/or back-office workflows such as CRM, portfolio management, trading, reconciliation, data management, reporting, or billing • Understanding of institutional investment products and security types • Experience managing customer relationships and driving product adoption in a B2B SaaS environment • Ability to engage end users and executive stakeholders • Ability to manage multiple priorities and customer interactions in a fast-paced startup environment • Ability to interpret usage data and translate insights into customer outcomes • Comfort using AI platforms and agentic workflows • Strong organizational skills and attention to detail • Ability to collaborate cross-functionally with GTM, product, and CX teams • Willingness to learn cutting-edge technologies and develop domain expertise • Problem-solving aptitude • Effective communication skills • Serious interest in having fun at work • Must be authorized to work in the United States without employer sponsorship

🏖️ Benefits

• 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