• Manage employer accounts and associated members’ enrollment or participation in products and services • Comfortable on the phone and email providing cold outreach • Attend and participate in regular reviews with customers • Communicate with program partners to strategize process improvements • Organize and maintain up-to-date patient administrative tasks associated with Pop Health and program databases • Compile quarterly reports for accounts and work with customers on specific reporting requests • Follow up with patients to ensure completion of program processes • Exhibit problem-solving skills to manage questions and requests proactively • Learn quickly and demonstrate task maturity, completing required tasks independently

• Develop and implement sales strategies to acquire and retain dealer clients within the automotive sector • Build and maintain relationships with dealership owners and key decision-makers to understand their financing needs • Identify opportunities for portfolio growth by presenting financing solutions and promoting Westlake Flooring Company’s offerings • Conduct market research to remain competitive and align services with industry trends • Oversee the servicing of the automotive floorplan portfolio, ensuring high levels of customer satisfaction • Monitor account performance and proactively address any issues or concerns raised by clients • Collaborate with cross-functional teams to streamline processes and enhance customer experience • Provide training and support to dealerships on the use of financing solutions and services • Monitor dealership conditions and performance • Develop and maintain risk assessment models to evaluate dealership creditworthiness • Collaborate with internal teams to ensure compliance with company policies and regulatory requirements • Monitor the performance of the portfolio, including loan balances, dealer performance, and payment trends

• Develop new business opportunities • Manage commercial relationships • Sell sponsorship packages • Conduct consultative sales meetings • Prepare customized commercial proposals • Negotiate commercial terms • Meet individual targets

Role Description Are you a strategic thinker with deep technical expertise in FIX protocol and a passion for building seamless broker connectivity? Do you thrive on managing high-stakes, high-impact integrations with trading partners and systems across complex EMS/OMS environments? Are you excited to contribute to the evolution of a cutting-edge investment management platform while partnering with major industry players? If so, we invite you to be a part of our innovative team. Ridgeline is seeking a Lead Partnerships Manager to join our Customer Experience organization within the Partnerships group. This highly visible and impactful role sits at the intersection of technical implementation and client success—coordinating broker onboardings and FIX connectivity efforts, driving complex multi-system implementations for enterprise investment managers, and ensuring each Ridgeline customer gains timely, robust access to critical trading venues. As Ridgeline scales rapidly, this hire will be essential to managing the growing complexity of broker certifications, international trading connectivity, and fixed income integrations. You will work closely with industry leaders, manage FIX certifications and onboardings, and contribute to an integrated trading ecosystem that powers modern investment workflows. In this role, you’ll use cutting-edge technologies, including AI tools, to streamline technical documentation, build out foundational processes for scalable implementations, and elevate support efficiency. Our team aims to leave a legacy in an investment management industry primed for change, utilizing the latest AI and software development practices to revolutionize the field. 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 the Ridgeline Way excites you, we’d love to meet you. You must be work authorized in the United States without the need for employer sponsorship. Qualifications - 7+ years of experience with FIX protocol, broker onboarding, and trading system integrations - Strong background in independently managing FIX certification and EMS/OMS integrations from start to finish - Experience with multiple asset classes (equities, options, fixed income) and working with regional trading partners across global markets - Hands-on experience with Broadridge/Itiviti and NYFIX is highly desirable - Deep knowledge of FIX 4.2/4.4, message formatting, and electronic trading workflows - Proven project management skills—comfortable managing many concurrent workstreams, setting stakeholder expectations, and building process infrastructure where little exists - Familiarity with trading platforms and EMS/OMS ecosystems - Skilled in using UAT and production testing tools for FIX environments - Excellent communication skills across technical and business audiences—equally at home discussing FIX tag customization with a developer and explaining connectivity timelines to a client’s head trader - Highly analytical, detail-oriented, and effective at cross-functional coordination - Comfortable working in a fast-paced, customer-facing, evolving and growing environment - Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space - An aptitude for problem solving and serious interest in having fun at work - Flexibility to occasionally support testing outside standard US business hours for international broker certifications Requirements - Lead broker onboarding end-to-end—from initial certification through FIX go-live readiness—for a rapidly expanding client base that includes some of the largest and most sophisticated trading firms in the industry - Serve as the primary project manager for simultaneous FIX connectivity workstreams across dozens of client implementations, building the forecasting and prioritization frameworks the team needs to scale - Collaborate with FIX infrastructure partners like Broadridge’s Itiviti and NYFIX Trading Hub to deploy and maintain FIX connectivity - Own the configuration and customization of FIX messages, tags, and protocols aligned with Ridgeline’s OMS - Support expansion into new asset classes and trading regions—including fixed income, options, and international venues across APAC and EMEA—as clients bring increasingly complex trading requirements - Act as an escalation point for FIX-related production issues and drive root-cause analysis and resolution - Document FIX workflows, integration specs, and operational playbooks to ensure maintainability and knowledge sharing; lead the migration of connection records into Salesforce and establish ticketed workflows and reporting - Ensure all FIX connections meet regulatory standards and internal compliance guidelines - Optimize onboarding, testing, and deployment processes to drive scalability and operational efficiency - Enable CX teams through documentation, training, and collaborative knowledge transfer on FIX configurations - Think creatively, own problems, seek solutions, and communicate clearly along the way - Contribute to a collaborative environment rooted in learning, teaching, and transparency Benefits - The typical starting salary range for this role is: $124,000 - $155,000 - The typical starting salary range for this role in select locations (including 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. - Unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.