The Industry Cloud Platform for Investment Management
Project Manager, Customer Experience
Location
United States
Posted
92 days ago
Salary
$127K - $152K / year
Seniority
Lead
No structured requirement data.
Job Description
Project Manager, Customer Experience
Ridgeline
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 guide implementation strategy, coordinate cross-functional execution, and leverage modern technologies—including AI-powered tools such as ChatGPT and other emerging solutions—to enhance project planning, documentation, communication, and delivery efficiency. 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. Domestic travel expected 25–50%. The impact you will have: - 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 What we look for: - 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 Bonus: - 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 About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded in 2017 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. Headquartered in Lake Tahoe with offices in Reno, NV and Manhattan, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Inc. Magazine, Glassdoor, and Northern Nevada as a “Best Place to Work” and by LinkedIn as a “Top U.S. Startup.” Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Compensation and Benefits The cash compensation amount for this role is targeted at $127,000 - $152,000 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
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Are you an expert in orchestrating high-impact software implementations from kickoff to go-live? Do you enjoy translating complex enterprise requirements into seamless delivery plans that align teams and customers toward shared outcomes? Are you eager to help investment managers transform their operations with innovative cloud technology while delivering exceptional implementation experiences? If so, we invite you to be a part of our innovative team. As a Project Lead within Customer Experience at Ridgeline, you will lead enterprise cloud software implementations that are transforming the investment management industry. You will serve as the primary driver of successful project delivery, partnering with both internal teams and customer stakeholders to define scope, manage resources, and achieve critical milestones. This role requires exceptional organizational strength, consultative leadership, and a track record of managing multiple concurrent enterprise projects. You will work in a fast-paced environment committed to operational excellence and continuous improvement while leveraging modern technologies—including AI-powered tools such as ChatGPT—to enhance project execution, documentation, and stakeholder communication. 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. Domestic travel expected 25–50%. The impact you will have: - 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 What we look for: - 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 Bonus: - Familiarity with Agile methodologies and SaaS development lifecycles - Experience with collaboration tools such as Slack, JIRA, Confluence, or Mavenlink - Basic understanding of APIs, AWS, and serverless technologies - Project management certifications such as PMP, CAPM, or PRINCE2 - Experience working with Google Workspace or Microsoft Office tools About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded in 2017 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. Headquartered in Lake Tahoe with offices in Reno, NV and Manhattan, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Inc. Magazine, Glassdoor, and Northern Nevada as a “Best Place to Work” and by LinkedIn as a “Top U.S. Startup.” Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Compensation and Benefits The cash compensation amount for this role is targeted at $155,000 - $180,000 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
As an experienced Project Manager within Corporate Advisory & Solutions, you’ll be responsible for overseeing and driving projects for one of our key National accounts in commercial real estate. This role will involve managing projects remotely with intermittent travel required during the project life cycle. This position requires a flexible, quick-thinking, multitasking professional with exceptional organizational skills, a keen eye for detail, and a commitment to excellent customer service. The ideal candidate will be a self-starter capable of making an immediate impact, effectively managing vendors, and navigating complex project requirements with ease. As a Project Manager, you will be responsible for coordinating all aspects of these high-profile projects, ensuring they are completed on time, within budget, and to the highest standards. You will leverage your strong communication skills and proven ability to get things done to foster productive relationships with stakeholders and guide the project team to success. Responsibilities: - Develop comprehensive project plans, including scope, timelines, budgets, and resource allocation. - Oversee the execution of all project phases, ensuring adherence to established schedules and financial constraints. - Track project costs against program budget and report any variances. - Source, negotiate with, and manage relationships with external vendors and contractors. - Ensure that all vendor deliverables meet quality standards and project requirements. - Serve as the primary point of contact for clients, stakeholders, and internal teams. - Provide regular updates and reports on project progress, risks, and changes. - Lead and motivate project teams, clearly delegating tasks and responsibilities. - Monitor team performance and provide guidance to ensure project milestones are achieved. - Run meetings with cross-functional teams to ensure alignment and progress on project goals. - Facilitate effective collaboration and communication among team members. - Identify potential project risks and develop mitigation strategies. - Address issues promptly and implement corrective actions as needed. - Conduct regular inspections and reviews to ensure compliance with project specifications and standards. - Ensure that all project documentation is accurate and up-to-date. Desired Competency, Experience, and Skills: - Minimum of 2 years of experience in project management within the commercial real estate sector - *Preferred 5 years of experience* - Proven track record of successfully managing multiple large-scale projects simultaneously from inception to completion. - Strong organizational and multitasking abilities with a high level of attention to detail. - Exceptional customer service skills, with a focus on building and maintaining client relationships. - Excellent communication skills, both written and verbal, with the ability to convey complex information clearly. - Effective time management skills, capable of prioritizing tasks and managing multiple projects concurrently. - Demonstrated capability in vendor management and negotiation. - Ability to work independently as a self-starter and drive projects forward with minimal supervision. - Proficiency in project management software and tools (e.g., Microsoft Project, Asana, Trello). - High level of initiative and proactive problem-solving. - Strong leadership qualities with the ability to motivate and guide teams. - Proven ability to make strategic decisions and navigate project complexities - With national travel up to 30% Pay Range $100,000—$120,000 USD About Lincoln Property Company Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln’s combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: www.lpc.com. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
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