Are you a portfolio accounting expert who thrives on improving how investment operations teams implement technology? Do you enjoy translating complex back-office workflows like reconciliation, reporting, and client management into scalable solutions that enable teams to deliver with confidence? Are you excited to partner across Product, Consulting, and Customer teams to drive consistent, high-quality implementations for a modern investment platform? If so, we invite you to be a part of our innovative team.
As a Field Services Enablement Specialist at Ridgeline, you will serve as a subject matter expert in investment operations workflows and play a critical role in bridging Product and Consulting. You will guide implementation teams, standardize delivery frameworks, and ensure that customer needs are reflected in product improvements and implementation methodologies. Your work will directly influence how customers adopt Ridgeline’s platform, helping accelerate implementations, improve scalability, and deliver consistent outcomes. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT—to improve documentation, enablement, and operational efficiency across services teams.
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 this excites you, we’d love to meet you.
You must be work authorized in the United States without the need for employer sponsorship.
Serve as the primary subject matter expert for back-office investment workflows including reconciliation, reporting, compliance, and client management
Partner with Product Management to translate customer needs and field insights into actionable product improvements and roadmap priorities
Lead the standardization and development of scalable implementation methodologies and best practices for portfolio accounting and operational workflows
Provide strategic guidance on complex or enterprise-scale customer implementations to ensure consistency, quality, and successful delivery
Collaborate with consulting teams, sales teams, and partners to design effective solutions for sophisticated investment management organizations
Enable internal teams and consulting partners through training, documentation, and rollout support for new product features
Manage and support Back Office partner consultants by delivering onboarding, enablement sessions, and structured shadowing opportunities
Drive continuous improvement by capturing feedback from the field and ensuring insights inform product enhancements and implementation frameworks
Build scalable partner engagement frameworks that support a growing ecosystem of services and consulting partners
Foster a collaborative environment by sharing knowledge openly, mentoring teammates, and contributing to a culture rooted in ownership and transparency
5+ years of hands-on experience implementing investment management software
At least 1 year of implementation experience with Ridgeline, with emphasis on back-office workflows
Deep knowledge of institutional investment operations including equities, derivatives, FX, fixed income, and structured products
Strong expertise in reconciliation, reporting, and portfolio accounting processes
Ability to refine operational workflows and drive standardization across teams and implementations
Excellent written and verbal communication skills with the ability to translate complex processes into clear documentation and guidance
Experience partnering with Product Management and influencing product design through real-world implementation insights
Strong curiosity, attention to detail, and passion for enabling and teaching others
Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain
An aptitude for problem solving and clear communication in fast-paced environments
Serious interest in having fun at work
Experience leading SaaS implementations in investment management environments
Familiarity with Agile development methodologies
Experience working with tools such as JIRA and Confluence
Experience enabling consulting partners or external implementation ecosystems
About Ridgeline
Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.
With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.
Compensation and Benefits
The cash compensation amount for this role is targeted at $183,000-$211,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.
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