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? Are you eager to make your mark in an industry ready for disruption, helping investment managers reimagine their operations with innovative cloud technology? If so, we invite you to be a part of our innovative team.
As a Customer Experience Senior Project Manager at Ridgeline, you will be responsible for leading end-to-end implementations of the Ridgeline enterprise cloud software for investment management customers. You will directly interact with both internal and customer stakeholders to define and deliver an agreed upon scope of services in a project management capacity. Gravitas and exceptional organizational skills are paramount. A consultative approach, innovative mindset, and collaborative spirit will also be key as you continue your track record of successful go-lives and make a meaningful impact on an industry primed for change.
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.
What You’ll Do?
Project Planning and Design: Define project goals, plan scope, allocate resources, and set timelines.
Team Leadership: Lead and motivate the project team, assign tasks, and ensure collaboration.
Stakeholder Communication: Serve as the primary point of contact for stakeholders, ensuring clear communication and managing expectations.
Budget Management: Oversee the project budget, ensuring cost-effectiveness and financial tracking.
Quality Control: Ensure project deliverables meet quality standards and stakeholder requirements.
Risk Management: Identify potential project risks, devise mitigation strategies, and manage any issues that arise.
Project Evaluation: Assess project outcomes against objectives, analyze performance, and report on results to stakeholders.
Hands-On Task Execution: Directly engage in and complete critical project tasks as necessary to support team efforts and project success.
Domestic travel 25-50%
Desired Skills and Experience:
Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or related field of study
5+ years of experience leading investment management software implementations in a customer-facing role
Investment management industry knowledge of front office and back office systems, workflows and processes (ex. portfolio accounting, performance measurement, trading, reconciliation, data, compliance, reporting, etc.)
Skilled Project Management practitioner with a proven track record; adept at coordinating functional and technical resources
Ability to work independently, with general direction and guidance; highly organized with excellent time management skills and the ability to manage competing priorities with a hands-on approach
Innate curiosity and proven ability to learn new software technologies quickly
Excellent interpersonal skills with an ability to build relationships with internal and external customer stakeholders, including senior leadership
Bonus:
Understanding of Agile principles and software development lifecycles
Familiarity with Google Apps and/or the MS Office suite
Comfortable leveraging tools such as Slack, JIRA/Confluence, and Mavenlink for project management and communication
Basic understanding of AWS, APIs, and serverless technology
Project Management certifications such as PMP, CAPM, PRINCE2 a plus
About Ridgeline
Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield…