Ridgeline

• 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

Are you a portfolio accounting expert who thrives on improving how investment operations teams implement technology? Do you enjoy translating complex back-office workflows like reconciliation, reporting, and client management into scalable solutions that enable teams to deliver with confidence? Are you excited to partner across Product, Consulting, and Customer teams to drive consistent, high-quality implementations for a modern investment platform? If so, we invite you to be a part of our innovative team. As a Field Services Enablement Specialist at Ridgeline, you will serve as a subject matter expert in investment operations workflows and play a critical role in bridging Product and Consulting. You will guide implementation teams, standardize delivery frameworks, and ensure that customer needs are reflected in product improvements and implementation methodologies. Your work will directly influence how customers adopt Ridgeline’s platform, helping accelerate implementations, improve scalability, and deliver consistent outcomes. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT—to improve documentation, enablement, and operational efficiency across services teams. 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 back-office investment workflows including reconciliation, reporting, compliance, and client management - Partner with Product Management to translate customer needs and field insights into actionable product improvements and roadmap priorities - Lead the standardization and development of scalable implementation methodologies and best practices for portfolio accounting and operational workflows - Provide strategic guidance on complex or enterprise-scale customer implementations to ensure consistency, quality, and successful delivery - Collaborate with consulting teams, sales teams, and partners to design effective solutions for sophisticated investment management organizations - Enable internal teams and consulting partners through training, documentation, and rollout support for new product features - Manage and support Back Office partner consultants by delivering onboarding, enablement sessions, and structured shadowing opportunities - Drive continuous improvement by capturing feedback from the field and ensuring insights inform product enhancements and implementation frameworks - Build scalable partner engagement frameworks that support a growing ecosystem of services and consulting partners - Foster a collaborative environment by sharing knowledge openly, mentoring teammates, and contributing to a culture rooted in ownership and transparency What we look for: - 5+ years of hands-on experience implementing investment management software - At least 1 year of implementation experience with Ridgeline, with emphasis on back-office workflows - Deep knowledge of institutional investment operations including equities, derivatives, FX, fixed income, and structured products - Strong expertise in reconciliation, reporting, and portfolio accounting processes - Ability to refine operational workflows and drive standardization across teams and implementations - Excellent written and verbal communication skills with the ability to translate complex processes into clear documentation and guidance - Experience partnering with Product Management and influencing product design through real-world implementation insights - Strong curiosity, attention to detail, and passion for enabling and teaching others - 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 leading SaaS implementations in investment management environments - Familiarity with Agile development methodologies - Experience working with tools such as JIRA and Confluence - Experience enabling consulting partners or external implementation ecosystems 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

Role Description Are you a portfolio accounting expert who thrives on improving how investment operations teams implement technology? Do you enjoy translating complex back-office workflows like reconciliation, reporting, and client management into scalable solutions that enable teams to deliver with confidence? Are you excited to partner across Product, Consulting, and Customer teams to drive consistent, high-quality implementations for a modern investment platform? If so, we invite you to be a part of our innovative team. As a Field Services Enablement Specialist at Ridgeline, you will serve as a subject matter expert in investment operations workflows and play a critical role in bridging Product and Consulting. Your work will directly influence how customers adopt Ridgeline’s platform, helping accelerate implementations, improve scalability, and deliver consistent outcomes. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT—to improve documentation, enablement, and operational efficiency across services teams. The impact you will have: - Serve as the primary subject matter expert for back-office investment workflows including reconciliation, reporting, compliance, and client management. - Partner with Product Management to translate customer needs and field insights into actionable product improvements and roadmap priorities. - Lead the standardization and development of scalable implementation methodologies and best practices for portfolio accounting and operational workflows. - Provide strategic guidance on complex or enterprise-scale customer implementations to ensure consistency, quality, and successful delivery. - Collaborate with consulting teams, sales teams, and partners to design effective solutions for sophisticated investment management organizations. - Enable internal teams and consulting partners through training, documentation, and rollout support for new product features. - Manage and support Back Office partner consultants by delivering onboarding, enablement sessions, and structured shadowing opportunities. - Drive continuous improvement by capturing feedback from the field and ensuring insights inform product enhancements and implementation frameworks. - Build scalable partner engagement frameworks that support a growing ecosystem of services and consulting partners. - Foster a collaborative environment by sharing knowledge openly, mentoring teammates, and contributing to a culture rooted in ownership and transparency. Qualifications - 5+ years of hands-on experience implementing investment management software. - At least 1 year of implementation experience with Ridgeline, with emphasis on back-office workflows. - Deep knowledge of institutional investment operations including equities, derivatives, FX, fixed income, and structured products. - Strong expertise in reconciliation, reporting, and portfolio accounting processes. - Ability to refine operational workflows and drive standardization across teams and implementations. - Excellent written and verbal communication skills with the ability to translate complex processes into clear documentation and guidance. - Experience partnering with Product Management and influencing product design through real-world implementation insights. - Strong curiosity, attention to detail, and passion for enabling and teaching others. - 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. Requirements - Bonus: Experience leading SaaS implementations in investment management environments. - Familiarity with Agile development methodologies. - Experience working with tools such as JIRA and Confluence. - Experience enabling consulting partners or external implementation ecosystems. 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. - 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. - Unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.

• 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