Ridgeline

Solutions Engineer

• Lead technical and functional product demonstrations to highlight the value of Ridgeline’s solutions to prospective clients.
• Serve as a product expert, showcasing how Ridgeline addresses investment management needs for stakeholders such as Traders, Portfolio Managers, IT, Accounting, and Compliance Officers.
• Partner closely with sales, product development, and implementation teams to ensure seamless client experiences from pre-sales through deployment.
• Manage the sales process by assisting with RFP/RFI responses and creating Statements of Work (SOW) in collaboration with internal teams.
• Provide critical feedback to product management teams to drive continuous product enhancements and innovation.
• Develop a deep understanding of client needs, offering tailored solutions that emphasize Ridgeline’s single-platform capabilities across functionalities such as Order Management, Accounting, and Reporting.
• Travel regularly (20-40%) to engage with prospects, build relationships, and support sales efforts.
• Foster a collaborative, transparent environment rooted in learning, teaching, and mutual success.

Solutions Consultant

Consultant

• Engage in technical and functional discovery sessions with customers and internal stakeholders
• Define, document, and validate integration requirements and specifications
• Contribute to Ridgeline’s Integration Library by developing and maintaining scalable integration assets using Workato
• Collaborate with customers to understand their systems and design tailored integration solutions
• Evangelize Ridgeline’s integration capabilities and articulate value propositions to external stakeholders
• Support go-live efforts and ensure integrations are deployed effectively and with high quality
• Analyze customer systems and recommend improvements that enhance integration performance and scalability
• Document customizations and implementation processes to foster knowledge sharing and continuous improvement
• Partner cross-functionally with Product Management and Engineering to influence roadmap priorities based on customer integration needs

Senior Technical Consultant

• Engage customer leaders to understand, design, and deploy strategic workflows across the full investment management lifecycle
• Configure and test Ridgeline software including portfolio management setup, compliance rules, data ingestion, trade order management, and reporting
• Develop and apply deep expertise in investment management and Ridgeline software to ensure customer success
• Collaborate with technical consultants to support the design, testing, and deployment of customer integrations
• Partner with Product and Engineering to address product issues, provide enhancement recommendations, and translate customer feedback
• Contribute to internal tools and templates that accelerate implementation efficiency and scalability
• Think creatively and proactively solve problems while maintaining transparent communication
• Support a collaborative and growth-oriented culture rooted in learning and teaching
• Promote Ridgeline’s platform value to external stakeholders with clarity and enthusiasm
• Mentor junior consultants, providing guidance and coaching as the team scales
• Demonstrate Ridgeline’s Core Values and a “Security First” mindset
• Travel domestically 25–30% to meet project and customer needs

Senior Consultant, Front Office

Customer Success Manager

• Engage customer leaders to understand, design, deploy, and continuously improve business workflows across the full investment management lifecycle
• Drive user adoption and change management efforts as a trusted extension of our customers’ teams from pre-implementation to post-go-live
• Promote stickiness and referenceability through the coordination of new feature implementation projects, training/education programs, customer engagement initiatives, and NPS/CSAT survey administration and follow-ups
• Develop and apply expertise in the investment management domain and all aspects of Ridgeline’s product and platform
• Partner with Ridgeline’s products and engineering teams to resolve defects, recommend and prioritize new feature development, and translate customer enhancement requests into actionable requirements documentation
• Drive renewals and retention, scope and commercialize cross-sell/upsell opportunities, promote customer participation in conferences and events, and refer business to partner organizations as applicable
• Facilitate recurring customer calls, executive briefings, and on-/off-site customer visits
• Produce regular customer health and status reporting and maintain exemplary Salesforce CRM hygiene
• Collaborate with Ridgeline’s Consulting, Customer Support, Operations, Education, and Alliances teams to iteratively build a scalable, profitable CS business
• Think creatively, own problems, seek solutions, and communicate clearly along the way
• Contribute to a collaborative environment deeply rooted in learning, teaching, and transparency
• Provide mentorship and coaching to peer consultants as the Customer Success organization continues to grow
• Exemplify Ridgeline’s Core Values and Security First Mindset
• Domestic travel possible up to 25% depending on location

Strategic Customer Success Manager

• Engage customer leaders to understand, design, and deploy strategic business workflows across the full investment management lifecycle
• Configure, test, and drive adoption of Ridgeline software, including portfolio accounting validation, data ingestion, reconciliation optimization, and report customization
• Develop and apply deep expertise in Ridgeline’s product suite and investment operations to maximize customer value
• Collaborate with technical integration consultants to support data and system integrations
• Partner with Product and Engineering teams to report bugs, recommend enhancements, and provide detailed product feedback from the field
• Work closely with Customer Success to evolve tools, templates, and delivery methodologies that support scalability and efficiency
• Contribute to a culture of learning, ownership, and continuous improvement through mentorship and documentation
• Evangelize Ridgeline’s platform capabilities to external stakeholders and prospective customers
• Mentor and coach peer consultants across the Customer Experience team
• Travel domestically up to 20% to support customer engagements and go-lives

Senior Consultant, Back Office

Application Engineer

• Build reliable and adaptable integrations to support a wide range of business needs
• Partner closely with Security, HR, Legal, and other departments to understand workflows and identify opportunities for automation
• Engage in the entire development process from requirements gathering to deployment and testing
• Collaborate with engineers and stakeholders to design scalable and secure integration approaches
• Apply AI technologies to boost internal productivity and streamline processes
• Implement thoughtful practices for secure data handling, API integrations, and system monitoring
• Share knowledge and offer guidance to team members to elevate quality across the group
• Evaluate and connect with third-party services and platforms at scale
• Stay informed on evolving cloud technologies and contribute innovative ideas to the team
• Document and maintain systems to support transparency and team understanding

Application Integration Engineer

Engineering Manager

• Lead a team of engineers developing AI-powered agent workflows and infrastructure embedded in Ridgeline’s unified cloud platform
• Collaborate with product, AI, and design leaders to align technical strategy with customer value and roadmap priorities
• Contribute to the codebase during key initiatives while guiding overall architecture and development standards
• Coach, mentor, and inspire engineers to grow in their careers and deliver high-quality, scalable software
• Establish engineering processes and rituals that promote velocity, reliability, and ownership
• Advocate for scalable abstractions and resilient agent orchestration that supports rapid iteration and learning
• Integrate best-in-class generative AI practices including Retrieval-Augmented Generation (RAG), structured prompting, and LLM observability into production pipelines
• Drive alignment across engineering, product, and design in a multi-location organization
• Foster a learning culture that encourages experimentation, shared knowledge, and inclusivity
• Champion high standards of code quality, testing, and operational excellence
• Represent engineering in strategic planning and cross-functional initiatives