Senior Customer Success Manager

Ridgeline

Senior Customer Success Manager at Ridgeline managing a portfolio of investment and wealth management clients. Driving product adoption and client satisfaction using innovative technologies and collaborative approaches.

Posted 5/20/2026full-timeRemote • California, Nevada, New York • 🇺🇸 United StatesSenior💰 $104,000 - $130,000 per yearWebsite

About the role

Key responsibilities & impact

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 to ensure successful deployment and rapid realization of value
Develop and execute account plans that align product capabilities with customer business objectives
Drive product adoption and user enablement through training sessions, workshops, and strategic guidance
Identify and drive opportunities for revenue expansion through upsell/cross-sell opportunities and increased platform utilization
Manage renewal cycles and retention strategies while maintaining strong customer sentiment and engagement
Partner closely with Sales, Product, Support, and other Customer Experience teams to resolve customer issues and remove adoption barriers
Advocate for customer needs by translating feedback and product enhancement requests into actionable insights for internal teams
Coordinate customer reference programs, case studies, and community participation to support Ridgeline’s broader go-to-market efforts
Facilitate executive and end-user relationships across customer organizations to deepen strategic partnerships
Leverage data and AI-enabled tools to monitor customer health, analyze adoption trends, and proactively address risks and opportunities
Contribute to scalable processes and continuous improvement initiatives that enhance the Growth Segment’s ability to support a high-volume customer base
Collaborate with teammates to share knowledge, improve workflows, and strengthen a transparent, supportive team culture
Take ownership of customer outcomes while demonstrating resilience and a growth mindset in a dynamic startup environment
Exemplify Ridgeline’s Core Values and Security First Mindset
Domestic travel possible up to 25% depending on location

Requirements

What you’ll need

2-4+ years of experience in Customer Success, SaaS account management, consulting/professional services, or similar customer-facing roles
Working knowledge of, and strong interest in, the financial markets and institutional/HNW investment lifecycle with demonstrated experience performing, implementing, and/or servicing front, middle, and/or back office workflows (e.g. CRM, portfolio management, trading, recon, data management, reporting, billing, etc.)
Practical understanding of common institutional investment products and security types (equities, funds, fixed income, structured products, derivatives, private assets, FX, etc.)
Experience managing customer relationships and driving product adoption in a B2B SaaS environment
Strong communication skills with the ability to engage both end users and executive stakeholders
Demonstrated ability to manage multiple priorities and customer interactions in a fast-paced, hypergrowth-stage start-up environment
Analytical mindset with the ability to interpret usage data and translate insights into customer outcomes
Comfort leveraging modern tools and technologies—including AI platforms and agentic workflows—to enhance productivity and customer engagement
Strong organizational skills and attention to detail when managing multiple accounts and initiatives
Ability to collaborate cross-functionally with GTM, product, and CX teams
Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain or problem space
An aptitude for problem solving
Ability to communicate effectively
Serious interest in having fun at work.

Benefits

Comp & perks

Unlimited vacation
Educational and wellness reimbursements
$0 cost employee insurance plans
Company Stock Plan subject to applicable Stock Option Agreement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Customer SuccessSaaS account managementconsultingfinancial marketsinstitutional investment lifecycleCRMportfolio managementdata managementreportingbilling

Soft Skills

strong communication skillsanalytical mindsetorganizational skillsattention to detailproblem solvingcollaborationability to manage multiple prioritiesengagement with stakeholdersresiliencegrowth mindset