Are you an expert in orchestrating high-impact software implementations from kickoff to go-live? Do you enjoy translating complex enterprise requirements into seamless delivery plans that align teams and customers toward shared outcomes? Are you eager to help investment managers transform their operations with innovative cloud technology while delivering exceptional implementation experiences? If so, we invite you to be a part of our innovative team.
As a Project Lead within Customer Experience at Ridgeline, you will lead enterprise cloud software implementations that are transforming the investment management industry. You will serve as the primary driver of successful project delivery, partnering with both internal teams and customer stakeholders to define scope, manage resources, and achieve critical milestones. This role requires exceptional organizational strength, consultative leadership, and a track record of managing multiple concurrent enterprise projects. You will work in a fast-paced environment committed to operational excellence and continuous improvement while leveraging modern technologies—including AI-powered tools such as ChatGPT—to enhance project execution, documentation, and stakeholder communication.
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.
Domestic travel expected 25–50%.
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
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
Familiarity with Agile methodologies and SaaS development lifecycles
Experience with collaboration tools such as Slack, JIRA, Confluence, or Mavenlink
Basic understanding of APIs, AWS, and serverless technologies
Project management certifications such as PMP, CAPM, or PRINCE2
Experience working with Google Workspace or Microsoft Office tools
About Ridgeline
Ridgeline is the industry cloud platform for investment management. It was founded in 2017 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.
Headquartered in Lake Tahoe with offices in Reno, NV and Manhattan, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Inc. Magazine, Glassdoor, and Northern Nevada as a “Best Place to Work” and by LinkedIn as a “Top U.S. Startup.”
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Compensation and Benefits
The cash compensation amount for this role is targeted at $155,000 - $180,000 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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