Ridgeline

Role Description Are you a strategic thinker with deep technical expertise in FIX protocol and a passion for building seamless broker connectivity? Do you thrive on managing high-stakes, high-impact integrations with trading partners and systems across complex EMS/OMS environments? Are you excited to contribute to the evolution of a cutting-edge investment management platform while partnering with major industry players? If so, we invite you to be a part of our innovative team. Ridgeline is seeking a Lead Partnerships Manager to join our Customer Experience organization within the Partnerships group. This highly visible and impactful role sits at the intersection of technical implementation and client success—coordinating broker onboardings and FIX connectivity efforts, driving complex multi-system implementations for enterprise investment managers, and ensuring each Ridgeline customer gains timely, robust access to critical trading venues. As Ridgeline scales rapidly, this hire will be essential to managing the growing complexity of broker certifications, international trading connectivity, and fixed income integrations. You will work closely with industry leaders, manage FIX certifications and onboardings, and contribute to an integrated trading ecosystem that powers modern investment workflows. In this role, you’ll use cutting-edge technologies, including AI tools, to streamline technical documentation, build out foundational processes for scalable implementations, and elevate support efficiency. Our team aims to leave a legacy in an investment management industry primed for change, utilizing the latest AI and software development practices to revolutionize the field. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If the Ridgeline Way excites you, we’d love to meet you. You must be work authorized in the United States without the need for employer sponsorship. Qualifications - 7+ years of experience with FIX protocol, broker onboarding, and trading system integrations - Strong background in independently managing FIX certification and EMS/OMS integrations from start to finish - Experience with multiple asset classes (equities, options, fixed income) and working with regional trading partners across global markets - Hands-on experience with Broadridge/Itiviti and NYFIX is highly desirable - Deep knowledge of FIX 4.2/4.4, message formatting, and electronic trading workflows - Proven project management skills—comfortable managing many concurrent workstreams, setting stakeholder expectations, and building process infrastructure where little exists - Familiarity with trading platforms and EMS/OMS ecosystems - Skilled in using UAT and production testing tools for FIX environments - Excellent communication skills across technical and business audiences—equally at home discussing FIX tag customization with a developer and explaining connectivity timelines to a client’s head trader - Highly analytical, detail-oriented, and effective at cross-functional coordination - Comfortable working in a fast-paced, customer-facing, evolving and growing environment - Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space - An aptitude for problem solving and serious interest in having fun at work - Flexibility to occasionally support testing outside standard US business hours for international broker certifications Requirements - Lead broker onboarding end-to-end—from initial certification through FIX go-live readiness—for a rapidly expanding client base that includes some of the largest and most sophisticated trading firms in the industry - Serve as the primary project manager for simultaneous FIX connectivity workstreams across dozens of client implementations, building the forecasting and prioritization frameworks the team needs to scale - Collaborate with FIX infrastructure partners like Broadridge’s Itiviti and NYFIX Trading Hub to deploy and maintain FIX connectivity - Own the configuration and customization of FIX messages, tags, and protocols aligned with Ridgeline’s OMS - Support expansion into new asset classes and trading regions—including fixed income, options, and international venues across APAC and EMEA—as clients bring increasingly complex trading requirements - Act as an escalation point for FIX-related production issues and drive root-cause analysis and resolution - Document FIX workflows, integration specs, and operational playbooks to ensure maintainability and knowledge sharing; lead the migration of connection records into Salesforce and establish ticketed workflows and reporting - Ensure all FIX connections meet regulatory standards and internal compliance guidelines - Optimize onboarding, testing, and deployment processes to drive scalability and operational efficiency - Enable CX teams through documentation, training, and collaborative knowledge transfer on FIX configurations - Think creatively, own problems, seek solutions, and communicate clearly along the way - Contribute to a collaborative environment rooted in learning, teaching, and transparency Benefits - The typical starting salary range for this role is: $124,000 - $155,000 - The typical starting salary range for this role in select locations (including the San Francisco Bay Area, CA, and the New York City Metro Area) is: $136,000 - $170,000 - Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. - Opportunities for advancement in your career and the ability to make a true impact on the product. - Participation in the Company Stock Plan subject to the applicable Stock Option Agreement. - Unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.

Role Description Are you a software integration expert who enjoys improving how enterprise implementation teams deliver technical solutions? Do you thrive on standardizing complex integration workflows and enabling others to implement with confidence? Are you excited to partner across Product, Consulting, and Customer teams to build scalable implementation practices that accelerate customer success? If so, we invite you to be a part of our innovative team. As a Field Services Enablement Specialist, Technical Consulting at Ridgeline, you will serve as the subject matter expert for technical implementation methodologies and integration best practices across our services organization. Your work will directly influence how customers integrate with Ridgeline's platform, helping accelerate partner readiness, standardize delivery, and improve implementation quality across a growing ecosystem of consulting partners. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT, Gemini, Claude, and Glean—to improve documentation, training, implementation methodology, and operational efficiency across our services organization. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you! You must be work authorized in the United States without the need for employer sponsorship. The impact you will have - Serve as the primary subject matter expert for Ridgeline's technical implementation methodology, including API integrations, ETL workflows, data migrations, and system-to-system connectivity. - Partner closely with Product Management to translate new product capabilities and customer feedback into scalable implementation standards and best practices. - Define, document, and continuously improve standardized implementation methodologies for technical integration workstreams across customer engagements. - Build and maintain a delivery assurance framework that ensures partner-led implementations consistently meet Ridgeline's quality standards. - Enable and support third-party consulting partners through onboarding, training, office hours, documentation, and structured shadowing opportunities. - Develop and own technical learning paths and curriculum for Ridgeline Academy, preparing internal consultants and partner consultants to independently lead customer implementations. - Provide strategic guidance for complex customer implementations, helping implementation teams navigate challenging integration architectures and technical design decisions. - Collaborate with consulting teams, sales teams, and implementation partners to design scalable integration solutions for sophisticated investment management organizations. - Identify implementation inefficiencies, drive process improvements, and lead change management efforts that improve consistency and scalability across the services organization. - Capture feedback from customer implementations and partner engagements to influence product enhancements, implementation tooling, and delivery methodologies. - Build scalable partner enablement frameworks that reduce partner ramp time and support an expanding ecosystem of implementation partners. - Foster a collaborative environment by openly sharing knowledge, mentoring consultants, and promoting a culture rooted in ownership, transparency, and continuous improvement. Qualifications - 5+ years of experience implementing enterprise SaaS solutions with a strong emphasis on technical integrations. - Experience implementing B2B software, ideally within the investment management or financial services industry. - Deep understanding of API-based integrations, ETL concepts, system-to-system integrations, and enterprise integration architectures. - Experience with REST APIs and modern integration platforms such as Workato, MuleSoft, Boomi, or similar iPaaS solutions. - Working knowledge of Python or Java used within implementation or integration environments. - Experience building, standardizing, or improving implementation methodologies across multiple customer engagements. - Demonstrated experience enabling, mentoring, onboarding, or training consultants, partners, or customer-facing teams. - Ability to influence and drive adoption of new implementation standards without direct management authority. - Strong consulting presence with excellent written and verbal communication skills and the ability to explain complex technical concepts to both technical and non-technical audiences. - Experience partnering with Product Management to influence product direction through implementation insights and customer feedback. - Strong curiosity, attention to detail, and passion for continuously improving implementation quality and operational efficiency. - Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain. - An aptitude for problem solving and clear communication in fast-paced environments. - Serious interest in having fun at work. Bonus - Experience implementing investment management platforms or front-, middle-, and back-office investment workflows. - Familiarity with vendors and integration patterns commonly used within the investment management industry. - Experience with Workato, MuleSoft, or similar enterprise integration platforms. - Experience building learning programs, certification content, or enablement curriculum. - Experience leading partner enablement or consulting partner ecosystems. - Familiarity with Agile development methodologies and tools such as JIRA, Confluence, GitHub, and Slack. Compensation and Benefits - The typical starting salary range for this role is: $143,000 - $179,000 OTE. - The typical starting salary range for this role in select locations (including the San Francisco Bay Area, CA, and the New York City Metro Area) is: $158,000 - $197,000 OTE. - Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. - In addition to the base salary, Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. - Rich benefits include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.

Role Description Are you an expert in orchestrating high-impact enterprise software implementations from kickoff to go-live? Do you enjoy translating complex requirements into structured delivery plans that bring teams and customers together? Are you eager to help investment managers transform their operations using modern cloud technology while delivering exceptional implementation experiences? If so, we invite you to be a part of our innovative team. As a Project Manager within Customer Experience at Ridgeline, you will lead end-to-end implementations of Ridgeline’s enterprise cloud platform for investment management firms. You will partner closely with both internal teams and customer stakeholders to define scope, drive delivery, and ensure successful go-lives across complex enterprise programs. In this role, you will: - Lead end-to-end implementation projects from kickoff through go-live for Ridgeline’s enterprise cloud platform. - Define project goals, scope, and success criteria while establishing structured delivery plans and timelines. - Coordinate cross-functional teams including consulting, engineering, product, and customer stakeholders to ensure seamless execution. - Build strong relationships with client stakeholders while maintaining transparency and alignment throughout project lifecycles. - Manage project scope, milestones, and deliverables to ensure high-quality outcomes and successful deployments. - Monitor project budgets, timelines, and resources to ensure efficient and cost-effective delivery. - Identify potential project risks and proactively develop mitigation strategies to protect delivery timelines and customer outcomes. - Maintain clear communication with internal teams and customer leadership regarding progress, risks, and key milestones. - Ensure project deliverables meet quality standards and customer expectations. - Analyze project outcomes and delivery performance to identify improvement opportunities for future implementations. - Contribute to continuous improvement of Ridgeline’s implementation frameworks, delivery methodologies, and operational processes. - Leverage AI-powered tools such as ChatGPT and other emerging technologies to improve documentation quality, communication clarity, and project management efficiency. - Support team collaboration and knowledge sharing across implementation programs to strengthen delivery consistency and operational excellence. Qualifications - Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field. - 5+ years of experience leading investment management software implementations in a customer-facing role. - Strong knowledge of front-office and back-office investment management workflows including portfolio accounting, performance measurement, trading, reconciliation, data management, compliance, and reporting. - Proven experience managing enterprise software implementations with both functional and technical workstreams. - Demonstrated ability to coordinate cross-functional teams and drive complex projects to successful completion. - Strong organizational and time management skills with the ability to manage competing priorities. - Ability to work independently with limited direction while maintaining strong collaboration with stakeholders. - Excellent interpersonal and relationship-building skills with the ability to work effectively with both internal teams and customer leadership. - Demonstrated curiosity and ability to quickly learn new technologies and software platforms. - Experience communicating project status, risks, and recommendations to executive stakeholders. - 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. Requirements - Understanding of Agile principles and SaaS development lifecycles. - Familiarity with Google Workspace and/or Microsoft Office tools. - Experience using collaboration and delivery tools such as Slack, JIRA, Confluence, or Mavenlink. - Basic understanding of AWS, APIs, and serverless technologies. - Project management certifications such as PMP, CAPM, or PRINCE2. Benefits - The typical starting salary range for this role is: $104,000-$130,000 OTE. - The typical starting salary range for this role in select locations (including the San Francisco Bay Area, CA, and the New York City Metro Area) is: $114,000-$143,000 OTE. - Opportunities for advancement in your career. - Participation in the Company Stock Plan subject to the applicable Stock Option Agreement. - Unlimited vacation. - Educational and wellness reimbursements. - $0 cost employee insurance plans.

• Build trusted relationships with investment and wealth management clients to drive adoption, satisfaction, and long-term partnership • Guide customers through onboarding and implementation readiness to accelerate time-to-value • Develop and execute strategic account plans aligned to client business objectives and measurable outcomes • Drive product adoption through training, enablement sessions, and ongoing strategic guidance • Identify and advance expansion opportunities through increased platform utilization and cross-functional alignment • Manage renewals and retention strategies while maintaining strong customer sentiment and engagement • Partner with Sales, Product, Support, and Customer Experience teams to resolve issues and remove adoption barriers • Advocate for customer needs by translating feedback into actionable insights for internal teams • Enable customer advocacy through references, case studies, and community engagement • Build executive and end-user relationships to deepen strategic alignment and long-term value • Leverage data and AI-enabled tools to monitor health, analyze trends, and proactively mitigate risk • Collaborate with teammates to share knowledge and continuously improve processes and workflows • Take ownership of customer outcomes while demonstrating resilience and a growth mindset • Exemplify Ridgeline’s core values and maintain a strong security-first mindset

Are you a customer-obsessed professional who enjoys helping investment managers unlock the full value of modern technology? Do you thrive in fast-paced environments where you can manage multiple relationships, drive product adoption, and influence outcomes that directly impact customer growth and satisfaction? Are you excited to work with innovative teams and leverage AI-assisted tools to deliver scalable, high-impact customer success in a rapidly growing and stably-backed fintech environment? If so, we invite you to be a part of our innovative team. As a Senior Customer Success Manager at Ridgeline, you will play a critical role in supporting a portfolio of investment and wealth management customers within our Growth business segment. In this role, you will help customers accelerate time-to-value, deepen product adoption, and identify opportunities for growth while ensuring strong retention, referenceability, and satisfaction. Working within a collaborative team-based coverage model, you will own higher volumes of accounts and interactions by leveraging cutting-edge technologies—including AI tools like ChatGPT, Glean, and Claude Code—as well as leading CS platforms such as Salesforce and Pendo to streamline workflows, proactively surface insights, and deliver scalable yet context-aware customer outcomes. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we’d love to meet you. You must be work authorized in the United States without the need for employer sponsorship. The impact you will have: - 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 What we look for: - 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 Bonus - Experience working with or for investment management software providers - Comfortable working with Excel, Slack, Jira, Confluence, and customer success applications such as Salesforce and Pendo - Basic understanding of AWS, APIs, and public cloud infrastructure - Progress toward or completion of certifications such as CFA or CAIA - Experience contributing to customer community programs, events, or advocacy initiatives About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, 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 The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.” 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. https://www.ridgelineapps.com/legal/candidate-privacy-policy Compensation and Benefits The typical starting compensation range for new hires in this role is listed below. In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. The typical starting compensation range for this role is: $104,000 to $130,000 OTE The typical starting compensation range for this role in the select locations listed above is: $114,000 - $143,000 OTE 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, 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.

• 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

• Lead, coach, and develop a team of Front Office Consultants delivering enterprise SaaS implementations for investment management firms • Foster a collaborative consulting culture rooted in ownership, knowledge sharing, transparency, and continuous learning • Oversee front office workstreams across multiple enterprise implementations to ensure high-quality, on-time delivery • Guide teams through complex implementation challenges while maintaining strong relationships with customer stakeholders • Ensure strong design and deployment of trading, portfolio management, compliance, and post-trade workflows • Collaborate closely with Project Management, Technical Consulting, Data Migration, Product, Engineering, and Customer Success teams to ensure seamless implementation execution • Establish and refine functional implementation standards, configuration practices, and reusable workflow templates • Strengthen forecasting, capacity planning, and utilization management across the consulting organization • Analyze delivery metrics and feedback to improve predictability, team effectiveness, and customer outcomes • Champion adoption of AI-powered tools such as OpenAI and Claude to enhance requirements gathering, workflow design, and implementation documentation • Identify opportunities to apply AI across solution design, compliance rule validation, reporting configuration, and knowledge management • Establish responsible AI usage practices that support secure and trusted customer engagements • Build trusted relationships with senior stakeholders including trading desks, portfolio managers, compliance leaders, and operations teams • Provide strategic guidance on workflow design, operating model alignment, and implementation sequencing • Communicate the value of Ridgeline’s front office capabilities to both technical and business audiences • Step in hands-on when needed to support critical milestones or complex deployment dynamics

• Lead end-to-end customer implementations of Ridgeline’s enterprise platform with confidence and accountability • Define project scope, allocate resources, and develop execution plans that align with customer goals and Ridgeline’s standards • Establish and maintain strong communication with customer stakeholders, ensuring alignment and transparency throughout the project lifecycle • Identify, assess, and mitigate risks while fostering a problem-solving culture across cross-functional teams • Manage project budgets and schedules with precision, balancing efficiency and adaptability • Contribute to a collaborative team environment by leading with resilience, positivity, and a commitment to outcomes • Build trusted relationships with both internal and external partners, influencing through clarity and integrity • Take ownership of critical project tasks, stepping in hands-on when necessary to ensure delivery excellence

Role Description Are you a dynamic facilitator who thrives on delivering high-impact training that drives product adoption and elevates the learner experience for customers, partners, and colleagues? Do you enjoy translating complex enterprise workflows into clear, role-based learning experiences that help professionals perform at their best? Are you excited to lead engaging virtual and in-person sessions that empower learners to confidently adopt new technology and workflows? If so, we invite you to be a part of our innovative team. As a Lead Instructor on Ridgeline’s Education Services team, you will deliver high-impact virtual and in-person training for colleagues, customers, and external partner audiences. In this highly visible role, you will influence learner satisfaction, certification outcomes, product adoption, and overall perception of Ridgeline’s people and platform. You will partner closely with cross-functional teams to continuously improve training experiences, translate real-world workflows into effective learning journeys, and ensure learners walk away confident and capable. You’ll also leverage cutting-edge technologies—including AI tools like ChatGPT and Claude Code—to enhance training preparation, synthesize feedback, and improve the overall efficiency and quality of our learning programs. The impact you will have: - Deliver high-quality instructor-led training in both virtual and in-person environments for employees, partners, and customers aligned with defined learning objectives and business outcomes. - Facilitate engaging, inclusive learning sessions that maintain effective pacing, clear takeaways, and comprehension checks while adapting in real time to learner needs. - Partner with Customer Experience and cross-functional teams to review and improve presentations, exercises, labs, and facilitation guides using learner feedback and performance metrics. - Establish repeatable processes to evaluate session feedback and implement measurable improvements to training outcomes. - Contribute facilitator insight to curriculum strategy by supporting course updates, developing train-the-trainer resources, and building grading rubrics for instructor-led activities. - Manage LMS activities for blended learning programs including monitoring learner progress, providing assignment feedback, troubleshooting issues, and coordinating class schedules. - Leverage collaboration platforms, learning systems, and AI tools responsibly to prepare materials, summarize feedback, and increase training delivery efficiency while maintaining accuracy and quality. - Foster a collaborative learning environment grounded in transparency, knowledge sharing, and continuous improvement. - Demonstrate ownership of learning outcomes by identifying opportunities to improve training effectiveness and proactively implementing solutions. - Build strong relationships with internal teams and external learners to reinforce trust, engagement, and long-term product adoption. Qualifications - 4–6+ years of experience delivering instructor-led training for complex, enterprise-grade software products across implementation and steady-state workflows for internal and external audiences. - Direct L&D, consulting, and/or customer success experience within the investment management software industry strongly preferred. - Strong facilitation skills including time management, discussion leadership, confident Q&A handling, and maintaining learner engagement. - Ability to clearly explain complex technical concepts and enterprise workflows to both technical and non-technical audiences. - Demonstrated ability to quickly learn new systems and understand workflows across multiple personas and user roles. - Professional executive presence suitable for customer-facing and leadership-level delivery environments. - Experience using LMS platforms and virtual training tools such as Zoom or webinar platforms. - Familiarity with accessibility best practices and inclusive facilitation principles. - Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain or problem space. - Ability to travel up to 10% of the time to facilitate in-person training sessions. - Strong aptitude for problem solving and continuous improvement. - Excellent written and verbal communication skills. - Serious interest in having fun at work. Benefits - The typical starting salary range for this role is: $124,000 - $155,000. - The typical starting salary range for this role in the San Francisco Bay Area, CA, and the New York City Metro Area is: $136,000 - $170,000. - Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. - Opportunities for advancement in your career and the ability to make a true impact on the product. - Participation in the Company Stock Plan subject to the applicable Stock Option Agreement. - Rich benefits including unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Company Description Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.” Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Are you a data migration expert who enjoys solving complex data challenges in investment management systems? Do you thrive on designing scalable processes that ensure portfolio accounting data, transactions, and performance history transition seamlessly into modern cloud platforms? Are you excited to collaborate with Product, Consulting, and Customer Success teams to standardize best practices and help customers successfully adopt innovative technology? If so, we invite you to be a part of our innovative team. As a Field Services Enablement Specialist at Ridgeline, you will play a critical role in shaping how customer data moves into our platform. You will act as a subject matter expert for migration workflows, ensuring the accuracy, completeness, and scalability of start-of-day loads, transactions, and historical performance data. Working closely with Consulting, Product Management, and Customer Success, you will help design standardized migration methodologies, improve tools and documentation, and guide complex implementations. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT—to improve documentation, streamline processes, and enable teams to deliver consistent and efficient migrations. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture.If this excites you, we’d love to meet you. You must be work authorized in the United States without the need for employer sponsorship. The impact you will have: - Serve as the primary subject matter expert for data migration workflows including start-of-day positions, transactions, and historical performance data - Develop and maintain standardized processes, playbooks, and tools that ensure consistent and scalable customer data migrations - Partner with Consulting teams to guide the execution of complex migrations and ensure accuracy, completeness, and reconciliation of migrated data - Collaborate with Product Management to ensure data-related features are designed with real-world implementation and deployment needs in mind - Support testing, validation, and troubleshooting efforts related to migration workflows and customer data ingestion - Enable internal teams and consulting partners through training programs, documentation, and best practice guidance for migration methodologies - Capture insights and lessons learned from customer implementations and incorporate them into improved migration frameworks and enablement materials - Lead partner enablement initiatives by onboarding and training data migration consultants within Ridgeline’s partner ecosystem - Manage partner collaboration by coordinating shadowing opportunities, aligning partners with Ridgeline methodologies, and maintaining clear communication channels - Drive continuous improvement by identifying opportunities to refine migration tooling, validation methods, and operational processes while contributing to a collaborative and transparent culture What we look for: - 5+ years of experience with data migration in investment management software implementations - At least 1 year of hands-on experience performing data migrations on the Ridgeline platform - Expertise in portfolio accounting data structures including positions, transactions, and performance history - Strong understanding of reconciliation and data validation methodologies - Experience designing and refining repeatable migration workflows, tools, and methodologies - Proven ability to collaborate with Product Management and Engineering teams to resolve complex data challenges - Exceptional attention to detail with strong analytical and documentation skills - Strong communication skills with the ability to translate technical processes into clear guidance for stakeholders - Curiosity and passion for mentoring and enabling others in data best practices - Willingness to learn about cutting-edge technologies while cultivating expertise in investment operations workflows - An aptitude for problem solving and communicating effectively in fast-paced environments - Serious interest in having fun at work Bonus: - Exposure to APIs and data integration frameworks - Experience with AWS or serverless data processing environments - Experience supporting large-scale SaaS implementations or enterprise data migrations - Familiarity with tools such as JIRA and Confluence About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, 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 The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.” 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 The cash compensation amount for this role is targeted at $183,000-$211,000 OTE. 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. #LI-Remote