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The Industry Cloud Platform for Investment Management
Senior Project Lead, Customer Experience
Location
California + 2 moreAll locations: California | Nevada | New York
Posted
146 days ago
Salary
$183K - $210K / year
Seniority
Senior
Job Description
Senior Project Lead, Customer Experience
Ridgeline
• 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
Job Requirements
- Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field
- 10+ years of experience leading enterprise software implementations for investment management clients
- Deep understanding of investment management workflows including front and back office operations
- Strong command of project management practices and methodologies; proven ability to manage cross-functional resources
- Exceptional organizational and time management skills with a hands-on, proactive approach to problem-solving
- Strong interpersonal skills, capable of engaging with senior leadership and managing multiple stakeholder relationships
- Demonstrated curiosity and ability to quickly learn and adapt to new technologies
- Willingness to leverage AI tools such as ChatGPT to improve project efficiency and communication
- Domestic travel 25–50%
Benefits
- Unlimited vacation
- Educational and wellness reimbursements
- $0 cost employee insurance plans
- Company Stock Plan
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