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.