As a Customer Success Senior Consultant at Ridgeline, you will be responsible for end-to-end functional implementations of the Ridgeline enterprise cloud software for investment management customers. You will directly interact with both internal and customer stakeholders to define and deliver an agreed upon scope of services with an emphasis on data migrations. A consultative approach, innovative mindset, and collaborative spirit will be key as you build a track record of successful go-lives and make a meaningful impact on an industry primed for change.

What will you do?

  • Lead data conversion projects from inception to completion, ensuring data integrity, accuracy, and accessibility.
  • Collaborate with the implementation team and customers to gather requirements, understand their client management, portfolio accounting and performance data needs.
  • Perform data mapping, transformation, and cleansing activities to meet project specifications.
  • Validate, troubleshoot, and resolve any variances between source data and Ridgeline system generated data during the data conversion process, providing technical support and guidance to customers.
  • Coordinate closely with project managers and functional consultants to ensure dependencies are identified and accurately accounted for as part of the broader onboarding process. 
  • Partner with Data Science team to improve inefficient processes, enhance system automation, and improve accuracy
  • Understand and apply Ridgeline’s value proposition and leverages our established implementation methodology to provide holistic solutions
  • Deliver accurate and timely responses to customers and the implementation team (verbal and written) related to data migration tasks
  • Contribute to department broader Customer Success initiatives to improve the onboarding experience

Desired Skills and Experience

  • Bachelor’s or Master’s degree in Computer Science, Information Systems, Mathematics, Finance, or related field.
  • Minimum of 5 years of experience in data conversion projects, specifically within the investment management industry.
  • Strong technical skills with experience in SQL, database management systems [MS SQL, Oracle, Mysql, or Postgres], and data integration or ETL tools.
  • Advanced MS Excel proficiency 
  • Strong knowledge of financial instrument types, asset management industry, and data related workflows (reconciliation, data flows, and end user reporting)
  • In-depth knowledge of portfolio accounting systems and performance measurement methodologies, including financial transaction types and asset classes (equities, fixed income, and FX).
  • Proven track record of managing complex data projects from planning through execution.
  • Excellent problem-solving abilities and attention to detail.
  • Strong communication and client-facing skills, with the ability to translate technical concepts to non-technical stakeholders.
  • Ability to work independently and in team settings, managing multiple priorities under tight deadlines.


  • Project management skills and/or experience leading successful implementations of enterprise SaaS solutions
  • Understanding of Agile principles and software development lifecycles
  • Experience coaching customers around tech stack, tooling, and processes
  • Comfortable working with Slack, JIRA/Confluence, and professional services applications such as Kantata
  • Basic understanding of AWS, APIs, and serverless technology
  • Chartered Financial Analyst designation a plus

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded in 2017 by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building a modern platform in the public cloud, purpose-built for the investment management industry to empower business like never before. 

Headquartered in Lake Tahoe with offices in Reno, Manhattan, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by LinkedIn as a “Top U.S. Startup,” and by The Software Report as a “Top 100 Software Company.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits 

[For New York and California Based Only]

The cash compensation amount for this role is targeted at $115,000 to $137,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. 

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. 

In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.


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