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Ridgeline logo
Ridgeline

The Industry Cloud Platform for Investment Management

Senior Project Lead, Customer Experience

Customer SupportCustomer SupportOtherRemoteSeniorTeam 201-500Since 2017H1B SponsorCompany SiteLinkedIn

Location

California + 2 moreAll locations: California | Nevada | New York

Posted

146 days ago

Salary

$183K - $210K / year

Seniority

Senior

Bachelor Degree10 yrs expEnglish

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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