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 This role provides a unique opportunity to shape and deliver enterprise-level technical solutions that transform customer engagement. As a Senior Solutions Architect, you will act as the technical authority on platform capabilities and integrations, guiding customers from pre-sales consultation through post-sales implementation. You will collaborate closely with sales, product, and engineering teams to design scalable, innovative solutions that leverage AI, cloud infrastructure, and enterprise systems. Your work will directly influence customer success, adoption of advanced technologies, and strategic expansion initiatives. This position requires a combination of deep technical expertise, consultative problem-solving, and the ability to manage complex stakeholder relationships across large organizations. You will be empowered to lead architectural design, implement best practices, and contribute to long-term technology strategy while maintaining a high standard of operational excellence. - Serve as the primary technical authority on platform capabilities, integration options, and architectural best practices. - Collaborate with Sales, Product, Marketing, and Engineering to define pre-sales solution architecture and post-sales implementation strategies. - Design and deliver enterprise-scale solutions leveraging cloud platforms (AWS, GCP), CRM systems, automation, and AI/ML technologies. - Conduct technical discovery, problem-solving, and architecture planning for customer deployments. - Manage complex projects and programs, ensuring alignment with internal teams and customer stakeholders, from executives to end-users. - Capture customer feedback to inform product strategy and guide future technical innovations. - Develop and maintain documentation, technical blueprints, and best practices for scalable, high-impact deployments. Qualifications - Extensive experience in enterprise architecture, cloud platforms, AI/ML, and data systems. - Proven expertise with Contact Center infrastructure (e.g., AWS Connect, Genesys, Five9) and integrations (APIs, iPaaS, UI integrations). - Deep understanding of Generative AI solutions and enterprise software implementations. - Strong technical and consultative skills to manage complex stakeholder relationships. - Highly organized with the ability to manage multiple timelines, dependencies, and project deliverables. - Experience collaborating with cross-functional teams to ensure successful solution adoption. - Willingness to travel as needed or participate in frequent virtual meetings across EST–PST time zones. - Excellent communication, documentation, and problem-solving abilities. Benefits - Competitive base salary with variable compensation and equity options. - Comprehensive medical, dental, and vision coverage with flexible plans for individuals and families. - Paid parental leave for all new parents. - Remote work setup allowance and monthly wellness/communication stipend. - 20 days of vacation to support work-life balance. - Opportunities to work on cutting-edge AI solutions with a highly skilled, collaborative team.

• Work closely with customers to provide technical expertise and guidance in pre-sales customer engagements. • Lead comprehensive discovery sessions alongside our Account Executives to deeply understand customer pain points, company objectives and existing workflow. • Work closely with Product and Customer Success to design and deliver solutions that effectively address customer pain points. • Develop and manage comprehensive sandbox accounts that demonstrates the effectiveness of Bridgit’s solutions on Customers’ workflows. • Facilitate seamless transition of customers from sales to the CSM team, ensuring smooth implementation. • Be a key contributor in supporting the land and expand sales motion. Support sales efforts by identifying opportunities to cross-sell to existing customers to drive successful expansion and maximize value.

• Drive technical strategy on Honeycomb's largest, most complex deals, partnering with Strategic AEs and Sales Leadership across the region. • Lead discovery, solution design, and executive conversations that connect Honeycomb's platform to real engineering and business priorities. • Own the technical win. Shape the success criteria, guide the POCs, run competitive bake-offs, and build stakeholder conviction from first call to close. • Advise engineering leaders and executives at global enterprises on AI-era observability, modern operations, and how great teams build and run software. • Turn complex customer environments into clear architectures and solution narratives that land with both developers and decision-makers. • Leverage AI tools and get efficient and creative while maintaining accuracy and reliability. Human-in-the-loop is a real thing! • Get hands-on when it matters. Instrument apps, unblock technical issues, and help customers prove outcomes in real environments. • Build things that scale: technical content, reusable demos, repeatable architectures, and bring thought leadership that makes the whole team better. • Deliver demos, workshops, and presentations that move people, not just inform them. • Work across Sales, Product, Marketing, Field Engineering, and DevRel to sharpen the go-to-market motion and improve how we show up for customers. • Bring field signals back into the company. Help shape the product direction and demo strategy. • Mentor peers and model the judgment and autonomy this role demands. Illustrate a clear path to broader leadership.