13 days ago
Remote, United StatesSenior / Mid Level
H1B Sponsor
Base Salary
$104k - $130k/yr
Responsibilities
- Engage customer stakeholders to design and deploy strategic workflows across the investment management lifecycle.
- Configure, test, and optimize the Ridgeline platform, including data migration and portfolio accounting.
- Develop and apply deep product and industry expertise to ensure customers realize full value from Ridgeline’s software.
- Collaborate with integration consultants to align system integrations with business needs.
- Partner with Product and Engineering teams to identify bugs and translate enhancement requests into actionable feedback.
- Create scalable tools and templates for repeatable, cost-effective customer implementations.
- Take ownership of customer problems and drive toward resolution.
- Contribute to a learning-oriented, transparent team culture by sharing insights and teaching peers.
- Evangelize Ridgeline’s value proposition to external stakeholders.
- Provide mentorship to junior team members as the organization scales.
- Travel domestically up to 20%.
Requirements
- Bachelor’s degree in Business, Finance, Accounting, IT, or a related field.
- 4+ years of investment management software implementation experience in a customer-facing role.
- Deep knowledge of portfolio accounting, reconciliation, and investment reporting workflows.
- Understanding of asset classes such as equities, fixed income, derivatives, and FX.
- Experience with customer training, escalations, and solution delivery.
- Proven ability to manage multiple priorities independently.
- Strong communication and stakeholder management skills.
- Curiosity and drive to learn new technologies quickly.
- High proficiency in Excel and familiarity with Google Workspace.
- Serious interest in having fun at work.
Benefits
- Unlimited vacation.
- Educational and wellness reimbursements.
- $0 cost employee insurance plans.
- Participation in the Company Stock Plan.