Ridgeline

Project Lead, Customer Experience

Ridgeline

full-time

Posted on:

Location Type: Remote

Location: CaliforniaNevadaUnited States

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Salary

💰 $155,000 - $180,000 per year

Job Level

Tech Stack

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
project managemententerprise software implementationinvestment management softwareportfolio accountingperformance managementtradingcompliancefinancial performance trackingrisk managementcontinuous improvement
Soft Skills
strong communication skillstime managementprioritizationcollaborationrelationship buildingproblem solvingcuriosityindependenceorganizational skillsadaptability
Certifications
Bachelor’s degree in FinanceBachelor’s degree in BusinessBachelor’s degree in Computer ScienceBachelor’s degree in Information Technology