Ridgeline

The Industry Cloud Platform for Investment Management

Project Lead, Customer Experience

Customer SupportCustomer SupportFull TimeRemoteTeam 201-500Since 2017H1B SponsorCompany SiteLinkedIn

Location

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

Posted

2 days ago

Salary

$155K - $180K / year

Bachelor Degree7 yrs expEnglishCloud

Job Description

• Lead enterprise software implementations from kickoff through go-live for Ridgeline’s cloud platform • Define project scope, schedules, deliverables, and success criteria in partnership with customer and internal stakeholders • Coordinate cross-functional teams and assign responsibilities to maintain alignment and accountability across project workstreams • Communicate clearly with stakeholders at all levels to manage expectations, provide status updates, and escalate risks appropriately • Manage project budgets and track financial performance to ensure transparency and alignment with forecasts • Monitor quality standards across all phases of the project lifecycle to ensure successful delivery outcomes • Identify and mitigate delivery risks proactively to keep implementations on track and within scope • Facilitate retrospectives and analyze project outcomes to drive continuous improvement across delivery practices • Contribute directly to critical project activities when needed to ensure project milestones and timelines are achieved • Foster collaborative relationships with internal teams and customer stakeholders to strengthen implementation success • Support the evolution of Ridgeline’s delivery frameworks and operational processes through feedback and lessons learned • Leverage AI-powered tools such as ChatGPT and other emerging technologies to improve project documentation, communication, and execution efficiency

Job Requirements

  • Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field
  • 7+ years of experience leading investment management software implementations in a customer-facing role
  • Strong understanding of investment management workflows across front and back office including portfolio accounting, performance, trading, and compliance
  • Proven experience managing enterprise software projects involving multiple stakeholders and technical workstreams
  • Highly organized with strong time management and prioritization skills
  • Ability to operate independently while maintaining strong collaboration with internal and external stakeholders
  • Demonstrated ability to build trusted relationships with customer teams including executive stakeholders
  • Strong written and verbal communication skills
  • Demonstrated curiosity and ability to learn new technologies and tools quickly
  • Willingness to learn about cutting-edge technologies while cultivating expertise in the investment management domain
  • An aptitude for problem solving
  • Ability to communicate effectively
  • Serious interest in having fun at work

Benefits

  • unlimited vacation
  • educational and wellness reimbursements
  • $0 cost employee insurance plans

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