Senior Project Manager, Customer Experience

Job not on LinkedIn

🔥 0 minutes ago

🏄 California, Nevada, +1 more states – Remote

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

💵 $104k - $130k / year

⏰ Full Time

🟠 Senior

💝 Customer Support

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 1%

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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

• Lead end-to-end implementations of Ridgeline enterprise cloud software for investment management customers • Define and deliver agreed-upon scope of services in a project management capacity • Define project goals, plan scope, allocate resources, and set timelines • Lead and motivate project teams, assign tasks, and ensure collaboration • Serve as primary stakeholder contact, communicate clearly, and manage expectations • Oversee project budgets, cost-effectiveness, and financial tracking • Ensure project deliverables meet quality standards and stakeholder requirements • Identify project risks, devise mitigation strategies, and manage issues • Assess project outcomes, analyze performance, and report results to stakeholders • Execute critical project tasks hands-on as needed • Travel domestically 25–50%

🎯 Requirements

• Must be work authorized in the United States without the need for employer sponsorship • Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or related field of study • 5+ years of experience leading investment management software implementations in a customer-facing role • Investment management industry knowledge of front office and back office systems, workflows and processes, including portfolio accounting, performance measurement, trading, reconciliation, data, compliance, and reporting • Skilled Project Management practitioner with a proven track record; adept at coordinating functional and technical resources • Ability to work independently with general direction and guidance • Highly organized with excellent time management skills and ability to manage competing priorities with a hands-on approach • Proven ability to learn new software technologies quickly • Excellent interpersonal skills and ability to build relationships with internal and external customer stakeholders, including senior leadership

🏖️ 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

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