Are you an experienced customer success professional who thrives on building trusted relationships with sophisticated investment management clients? Do you enjoy partnering with enterprise stakeholders to drive product adoption, measurable outcomes, and long-term value? Are you excited to operate at the intersection of financial services, SaaS, and AI-powered technology while shaping strategic customer journeys? If so, we invite you to be a part of our innovative team.

As a Strategic Customer Success Manager, you will own and grow relationships across a portfolio of mid-enterprise and large investment and wealth management firms. You will guide customers from onboarding through long-term maturity, accelerating time-to-value, driving adoption, and identifying opportunities for expansion. This role sits at the center of customer outcomes, partnering closely with Sales, Product, and Support to ensure alignment between client goals and platform capabilities. You will leverage cutting-edge technologies—including AI tools like ChatGPT, Glean, and Claude Code—along with platforms such as Salesforce and Pendo to surface insights, streamline workflows, and deliver proactive, high-impact customer engagement at scale.

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.

The impact you will have:

• Build trusted relationships with investment and wealth management clients to drive adoption, satisfaction, and long-term partnership
• Guide customers through onboarding and implementation readiness to accelerate time-to-value
• Develop and execute strategic account plans aligned to client business objectives and measurable outcomes
• Drive product adoption through training, enablement sessions, and ongoing strategic guidance
• Identify and advance expansion opportunities through increased platform utilization and cross-functional alignment
• Manage renewals and retention strategies while maintaining strong customer sentiment and engagement
• Partner with Sales, Product, Support, and Customer Experience teams to resolve issues and remove adoption barriers
• Advocate for customer needs by translating feedback into actionable insights for internal teams
• Enable customer advocacy through references, case studies, and community engagement
• Build executive and end-user relationships to deepen strategic alignment and long-term value
• Leverage data and AI-enabled tools to monitor health, analyze trends, and proactively mitigate risk
• Collaborate with teammates to share knowledge and continuously improve processes and workflows
• Take ownership of customer outcomes while demonstrating resilience and a growth mindset
• Exemplify Ridgeline’s core values and maintain a strong security-first mindset

What we look for:

• 8+ years of experience in Customer Success, SaaS account management, consulting, or similar client-facing roles
• Strong understanding of financial markets and the institutional or HNW investment lifecycle across front, middle, or back office workflows
• Familiarity with investment products including equities, fixed income, derivatives, funds, private assets, and FX
• Proven ability to manage enterprise customer relationships and drive product adoption in a B2B SaaS environment
• Excellent communication skills with the ability to engage both executive stakeholders and end users
• Demonstrated ability to manage multiple priorities in a fast-paced, high-growth environment
• Analytical mindset with the ability to translate data into actionable customer strategies
• Comfort leveraging modern tools and AI-driven workflows to enhance productivity and outcomes
• Strong organizational skills and attention to detail across multiple accounts and initiatives
• Ability to collaborate cross-functionally with go-to-market, product, and customer teams
• Willingness to learn and apply emerging technologies within a business domain
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

Bonus:

• Experience working with investment management software platforms
• Familiarity with tools such as Salesforce, Pendo, Slack, Jira, Confluence, and Excel
• Basic understanding of APIs, AWS, or public cloud infrastructure
• Progress toward or completion of certifications such as CFA or CAIA
• Experience contributing to customer advocacy programs, events, or community initiatives

About Ridgeline
Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 typical starting salary range for new hires in this role is listed below.  In select locations (including the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $187,000 - $234,000 OTE.

The typical starting salary range for this role in the select locations listed above is: $205,000 - $257,000 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, 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.

#LI-Hybrid

Are you energized by designing complex data-rich workflows that help investment firms make faster, smarter decisions? Do you enjoy simplifying deeply technical reporting and analytics systems into intuitive, elegant user experiences that customers trust every day? Are you excited to shape how AI, automation, and intelligent workflows transform modern investment reporting platforms at scale? If so, we invite you to be a part of our innovative team.

As a Product Designer at Ridgeline, you’ll help modernize one of the most operationally complex areas of investment management software: client reporting, reporting infrastructure, and data intelligence workflows. You’ll partner closely with product managers, engineers, and customers to design reporting experiences that are powerful, scalable, and intuitive across advisors, operations teams, and investors. You’ll work across workflows including report discovery, report generation, scheduling, permissions, dashboards, AI-assisted reporting, and client-facing outputs while helping define the future of intelligent reporting systems. You’ll leverage modern AI tools like Claude, Cursor, and Claude Code to accelerate exploration, prototype experiences, evaluate edge cases, and improve product quality and design velocity across the entire design process.

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.

The impact you will have:

• Reimagine client reporting workflows across dashboards, report discovery, embedded PDFs, exports, and reporting home experiences
• Design intuitive workflows for configuring, generating, scheduling, monitoring, and troubleshooting complex reporting operations
• Define scalable experiences for template management, conditional content, disclaimers, reusable report structures, and advanced configuration workflows
• Build intelligent reporting surfaces that incorporate AI-assisted guidance, personalization, search, and configurable reporting experiences
• Create transparent access and sharing experiences for reports, batches, permissions, and administrative controls
• Prototype and iterate quickly using tools like Claude, Cursor, and Claude Code to explore workflows, edge cases, and interaction patterns
• Translate concepts into polished, production-ready experiences in Figma with strong systems thinking and visual craft
• Collaborate closely with engineering to ensure designs are feasible, scalable, and thoughtfully implemented
• Contribute to Ridgeline’s design systems, interaction patterns, prompt libraries, and AI design practices
• Conduct customer conversations, lightweight research, and usability testing to rapidly validate ideas and improve workflows
• Mentor designers through feedback, collaboration, and thoughtful design critique
• Think creatively, own problems, seek solutions, and communicate clearly along the way
• Contribute to a collaborative environment deeply rooted in learning, teaching, and transparency

What we look for:

• 6+ years of experience designing and shipping successful digital product experiences
• Strong interaction design, systems thinking, visual design, and prototyping skills
• Experience designing complex workflows, data-intensive applications, or enterprise software platforms
• Active AI-native workflow experience using tools like Claude, Cursor, or Claude Code as part of daily product and design practice
• Ability to simplify technically complex systems into intuitive user experiences
• Experience collaborating closely with engineering teams to deliver thoughtful, scalable solutions
• Strong storytelling, communication, and presentation skills
• Ability to mentor and coach other designers while raising quality across a broader organization
• Experience gathering customer insights and translating findings into actionable product improvements
• Ability to manage ambiguity, prioritize effectively, and drive clarity across cross-functional teams
• Strong problem-solving skills and a high level of product ownership
• Willingness to learn about cutting-edge technologies while cultivating expertise in investment management workflows and reporting systems
• Ability to communicate effectively with colleagues at all levels
• A shareable portfolio (attachment or online)

Bonus:

• Experience in financial services, investment management, reporting platforms, or analytics products
• Experience conducting user research and usability testing
• Proficiency with modern front-end technologies including React, JavaScript/TypeScript, and CSS
• Experience contributing to design systems and design-to-code workflows
• Experience designing AI-native product experiences including agentic behavior, transparency patterns, confidence cues, and user controls
• Experience designing reporting, dashboarding, or document-generation workflows

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 

[For New York and California Based Only]

The typical starting salary range for new hires in this role is listed below.  In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $168,000-$210,000. 

The typical starting salary range for this role in the select locations listed above is: $184,500-$231,000.

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, 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.

#LI-Hybrid

Are you a hands-on, high-energy enablement leader who loves turning sales strategy into repeatable field execution? Do you enjoy driving measurable seller performance through impactful onboarding, coaching, and reinforcement? Are you excited to partner cross-functionally with senior leaders to build and scale a modern enablement function that helps teams win—again and again?

We’re looking for a GTM Field Enablement Manager to design, deliver, and measure live and hybrid onboarding and continuous learning programs that accelerate seller performance across key customer segments. You’ll conduct rigorous needs analyses and apply adult learning principles to translate business priorities into enablement that sticks—connecting skills and behaviors directly to revenue outcomes. You’ll also help scale program effectiveness and efficiency using cutting-edge technologies—including AI tools like ChatGPT (and other AI-assisted productivity tools where helpful)—to deliver high-quality enablement at pace.

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 invite you to be a part of our innovative team.

You must be work authorized in the United States without the need for employer sponsorship.

The impact you will have:

• Build engaging learning experiences across live workshops, manager-led coaching guides, simulations, role plays, and reinforcement assets
• Create a continuous learning cadence with quarterly themes, segment spotlights, and just-in-time reinforcement
• Facilitate high-impact onboarding sessions in live and hybrid formats that build confidence and capability quickly
• Conduct stakeholder interviews with top and mid-performing reps, sales leaders, and product partners to identify priority skill and behavior gaps
• Analyze win/loss trends, pricing concession patterns, pipeline health, and segment performance to pinpoint enablement opportunities
• Define clear competency outcomes and success measures tied to revenue impact such as ramp time, win rate, deal velocity, pricing integrity, and expansion performance
• Design role-based onboarding and continuous learning pathways that align to segment and product motion
• Pilot programs with targeted cohorts and iterate quickly based on feedback and performance data
• Develop assessments such as certifications, role-play scoring rubrics, knowledge checks, and in-field application exercises
• Coach new sellers through structured 1:1 sessions that diagnose skill gaps, reinforce best practices, and accelerate productivity
• Partner with frontline managers to embed coaching frameworks into weekly 1:1s, pipeline reviews, and forecast rhythms
• Build enablement toolkits that help managers reinforce learning with consistency, transparency, and shared accountability
• Track adoption and outcomes through dashboards and reporting, communicating progress and insights with clarity
• Own program evolution end-to-end by learning fast, acting decisively, and continuously improving what works for the field

What we look for:

• 5+ years of experience in enterprise B2B sales, sales enablement, and/or sales training
• Demonstrated ability to design and deliver onboarding and continuous enablement programs with clear milestones and measurable ramp-to-productivity outcomes
• Strong facilitation capability with experience leading workshops, simulations, and role-based training in live and hybrid environments
• Proven 1:1 coaching experience including call review, skill-gap diagnosis, and structured development planning tied to performance outcomes
• Experience partnering with frontline sales managers to embed coaching behaviors within operating rhythms such as forecast calls and pipeline reviews
• Data-driven approach to measuring enablement impact using revenue and performance metrics
• Clear communication skills with comfort presenting to senior leaders and influencing cross-functional partners
• Learning mindset with a bias toward action, resilience through iteration, and a collaborative approach to solving field problems

Bonus:

• Direct quota-carrying experience and/or frontline sales leadership
• Experience in investment management and/or SaaS, especially in complex, consultative sales cycles
• Background in adult learning methodologies and/or instructional design
• Experience building certification programs or structured sales competency frameworks
• Familiarity with CRM and revenue tooling such as Salesforce, Apollo, or similar for performance insights
• Experience enabling enterprise pricing, negotiation strategy, and value-based selling motions

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 typical starting compensation range for new hires in this role is listed below.  In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting compensation range for this role is: $136,000 to $171,000 OTE 

The typical starting compensation range for this role in the select locations listed above is: $150,000 - $188,000 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, 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.

Are you an engineer who loves building complex, game-changing solutions from scratch? Do you thrive on thinking outside the box and bringing fresh ideas to life in a fast-paced, creative environment? Are you excited to help shape the future of trading by developing high-impact applications on a modern tech stack? If so, we invite you to be a part of our innovative team.

As a Ridgeline Staff Software Engineer on our Trading team, you’ll have the unique opportunity to build high-quality, complex, industry defining applications for our Electronic Trading solution. Our team of engineers are building from scratch in cutting edge technologies in a fast-moving, creative, progressive work environment. You’ll think outside the box and add your own genius, passion, and interests to the software development lifecycle.

As part of the Ridgeline Trading team building a brand new solution on cutting edge technology to market, you will help shape our culture, make a big impact on a small team, and learn what it takes to build a successful company. Our team aims to leave a legacy in an industry primed for change.

You must be work authorized in the United States without the need for employer sponsorship.

The impact you will have:

• Contribute design skills and technical expertise to a team where design, strategy, and engineering collaborate closely
• Be involved in the entire software development process, from requirements and design reviews through the implementation of new products
• Impact a developing tech stack based on modern front-end frameworks and cost-efficient utilization of AWS back-end services
• Participate in the creation and construction of developer-based automation that leads to scalable, high-quality applications customers will depend on to run their businesses
• Coach, mentor, and inspire teams of product engineers that are responsible for delivering high performing, secure enterprise applications
• Think creatively, own problems, seek solutions, and communicate clearly along the way
• Contribute to a collaborative environment rooted in learning, teaching, and transparency

What we look for:

• A degree in Computer Science, Information Science, or a related discipline
• 8+ years in a software engineering position with a history of architecting and designing new products and technologies
• 6+ years building web front-ends using technologies like React, Jest, JavaScript and TypeScript
• Understand the value of automated testing at all levels
• Experience building cloud native applications on AWS/Azure/Google Cloud
• Working knowledge of Java/Kotlin, with an interest in participating in back-end / full-stack development
• Comfort leveraging AI platforms and agentic workflows to scale delivery and improve code quality
• Willingness to learn about new technologies while simultaneously developing expertise in a business domain/problem space
• Ability to focus on short-term deliverables while maintaining a big-picture long term perspective
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

Bonus:

• Backend experience using RESTful/GraphQL APIs
• Experience with Docker and containerization
• Understanding of AWS services (ECS/Fargate, Kafka/MSK) and infrastructure (IaC/Terraform)
• Used to working within an Agile development construct
• Experience with electronic trading, investment management or asset management 
• Background in design, economics, or finance

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 typical starting salary range for new hires in this role is listed below.  In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $182,500 - $228,000

The typical starting salary range for this role in the select locations listed above is: $200,500 - $251,000

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, 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.

#LI-Hybrid

Are you passionate about revolutionizing the financial industry? Do you bring an engineering-first mindset while also possessing the quantitative skills to understand financial instruments and their valuations? Are you a problem-solver who thrives in delivering high-quality products with industry-leading performance? If so, we invite you to join our innovative team.

As a Ridgeline Staff Software Engineer on our Trading - Portfolio Management Team, you’ll play a pivotal role in building complex, high-quality applications for our Trade Order Management solution. Leveraging cutting-edge technologies—and harnessing the power of AI tools such as Claude Code, GitHub Copilot, ChatGPT—you’ll help shape an industry-defining platform from the ground up, all while collaborating in a creative, fast-paced environment. Here, your passion for both engineering and the financial domain will make a meaningful impact on the future of investment management technology.

Joining the Ridgeline Trading team means contributing to a culture of innovation, leveraging modern AI-driven solutions to enhance development processes, shaping our product and processes, and leaving a lasting legacy in an industry primed for transformation.

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 the Ridgeline Way excites you, we’d love to meet you.

You must be work authorized in the United States without the need for employer sponsorship.

The impact you will make:

• Apply trading domain knowledge, financial quantitative expertise, and technical skills to create solutions where design, strategy, and engineering closely intersect.
• Be involved in the entire software development process, from requirements and design reviews as we undergo asset class expansion throughout the whole platform
• Shape and optimize a tech stack leveraging AWS back-end services to power robust, scalable applications.
• Participate in the creation and construction of developer-based automation that leads to scalable, high-quality applications customers will depend on to run their businesses
• Advocate design and development best practices in pragmatic manner
• Coach, mentor, and inspire teams of product engineers that are responsible for delivering high performing, secure enterprise applications
• Think creatively, own problems, seek solutions, and communicate clearly along the way
• Contribute to a collaborative environment rooted in learning, teaching, and transparency

What we look for:

• 8+ years in a software engineering with a history of architecting and designing new products and technologies
• Expert level knowledge in Java or Kotlin (preferred) or equivalent
• Bachelor degree in Computer Science or equivalent discipline
• Demonstrated experience of applying Design Patterns, OOAD/SOLID principles and writing automated unit tests
• Strong motivation to explore and adopt new technologies while independently navigating complex codebases.
• Finds joy and satisfaction in working with motivated/supportive engineers to build impactful solutions
• Strong problem-solving skills and an aptitude for tackling technical challenges.
• Ability to communicate effectively
• A positive attitude with a serious interest in having fun at work.

Bonus:

• Experience engineering in buy-side order management systems
• Working knowledge of complex financial instruments and their valuations
• Background in mathematics

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 typical starting salary range for new hires in this role is $200,500 - $251,000. 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, 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.

#LI-Hybrid

Are you passionate about designing large-scale reporting systems that power mission-critical analytics and decision-making? Do you enjoy mentoring others and shaping the technical direction of large-scale platforms?

Are you a problem-solver who thrives in fast-paced environments and loves tackling complex data querying challenges? If so, we invite you to be a part of our Reporting team

The Ridgeline Reporting team builds and maintains the infrastructure that powers both external operational reporting and internal data accessibility across the platform. We’re responsible for designing data querying systems, scaling our service to meet increasingly large customer volumes, and enabling fast, reliable access to complex datasets. As a member of this team, you’ll contribute to a technical foundation that supports everything from core product experiences to strategic insights.

We embrace tools like Claude Code, Cursor AI and ChatGPT to accelerate development and reduce friction, allowing engineers to focus on creative, high-leverage problem solving. We’re looking for engineers who are excited to drive architectural decisions, mentor others, and build high-performance systems that scale with the business.

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 the Ridgeline Way excites you, we’d love to meet you.

You must be work authorized in the United States without the need for employer sponsorship.

The impact you will make:

• Serve as technical lead for cross-cutting initiatives like the Reporting Engine rearchitecture, performance scaling, and AI reporting integration.
• Collaborate with engineers, product managers, and designers to define and deliver impactful customer-facing features.
• Drive architectural decisions that ensure our reporting systems are reliable, performant, and extensible.
• Help establish engineering best practices in data modeling, distributed systems, and query optimization.
• Lead design reviews, guide implementation, and mentor staff- and senior-level engineers.
• Dive deep into technical problems while maintaining a strategic, long-term perspective.
• Represent the Reporting team in cross-functional planning efforts and engineering leadership forums.
• Think creatively, own problems, seek solutions, and communicate clearly along the way
• Contribute to a collaborative environment rooted in learning, teaching, and transparency

What we look for:

• 6+ years of software engineering experience, including technical leadership of large-scale systems.
• Experience designing and evolving data-intensive applications, especially in reporting or analytics domains.
• Proficiency with Python or Kotlin (experience with both is a plus).
• Experience with modern cloud platforms (AWS preferred) and building scalable, event-driven services.
• Familiarity with front-end technologies like React is a bonus.
• A strong understanding of distributed systems, data pipelines, and performance optimization.
• A demonstrated ability to lead without authority, influence architecture, and align teams.
• A collaborative mindset with excellent communication and mentoring skills.
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space.
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 

[For New York and California Based Only]

The typical starting salary range for new hires in this role is listed below. In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $153,000-$191,000. 

The typical starting salary range for this role in the select locations listed above is: $168,000-$210,000.

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, 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.

 #LI-Hybrid

Are you a strategic HR leader with a proven track record of scaling high-performing teams and elevating leadership capability in fast-growing tech environments? Do you thrive on coaching executives, influencing critical business decisions, and holding a high bar for performance while building trust across the organization? Are you energized by reimagining how HR Business Partners and People Programs operate through the transformative power of AI, delivering measurable impact—not just experimentation? If so, we invite you to be a part of our innovative team.

As the Director, HR Business Partners & Programs at Ridgeline, you will lead and scale a high-impact team of HRBPs and Program leaders, driving both strategy and execution across employee engagement, performance management, learning and development, and compensation. You will play a critical role in strengthening leadership effectiveness, scaling our organization, and bringing the Ridgeline Way to life across the company—including as we expand internationally. In this role, you will leverage cutting-edge technologies—including a variety of AI tools—to fundamentally transform how HR delivers value, using data, insights, and automation to increase speed, quality, and impact. You will serve as a trusted advisor to senior leaders, shaping organizational design, talent strategy, and business outcomes.

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.
This role requires in-office presence three days per week at one of our office locations.

The impact you will have:

• Lead and scale a team of HR Business Partners and People Program leaders, fostering a culture of ownership, growth, and high performance
• Build and evolve HRBP and People Program strategies that directly enable business growth, organizational scalability, and leadership effectiveness
• Partner with executives and senior leaders to coach, challenge, and elevate leadership capability and decision-making
• Drive accountability and clarity across the organization by establishing and reinforcing high standards for performance and outcomes
• Design and implement forward-thinking programs across employee engagement, performance management, learning and development, and compensation
• Leverage AI and advanced analytics to transform how HR delivers insights, automates workflows, and scales impact across the business
• Use data and HR analytics to inform talent strategy, workforce planning, and organizational design decisions
• Guide the organization through periods of growth and change with resilience, clarity, and a bias toward action
• Collaborate cross-functionally to ensure alignment between People strategies and business priorities
• Build scalable frameworks and processes that support international expansion and a globally distributed workforce
• Hire, develop, and retain top HR talent, creating a strong leadership bench within the People team
• Communicate with transparency and influence across all levels of the organization, from individual contributors to executives

What we look for:

• 15+ years of progressive HR experience, including leadership of HR Business Partners and/or People Programs in high-growth, tech-driven environments
• Proven experience coaching and influencing senior executives
• Strong executive presence and exceptional communication skills
• Demonstrated success scaling organizations and building high-performing teams across multiple functions
• Deep expertise across core HR disciplines including performance management, employee engagement, L&D, compensation, and employee relations
• Strong analytical mindset with fluency in HR data, metrics, and workforce insights
• Proven ability to leverage AI tools to drive meaningful improvements in productivity, decision-making, and organizational outcomes
• Experience balancing strategic thinking with hands-on execution in fast-paced environments
• Track record of operating with ownership, urgency, and a solutions-oriented mindset
• Ability to navigate ambiguity, drive change, and build alignment across diverse stakeholders
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space
• An aptitude for problem solving

Bonus:

• Experience supporting global or international workforce expansion
• Background in organizational design and large-scale transformation initiatives
• Experience building or redesigning HRBP models or People Programs in a scaling company
• Coaching certification or advanced degree (MBA, MA in HR/OD, etc.)

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 typical starting salary range for new hires in this role is listed below.  In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $208,000 - $258,000. 

The typical starting salary range for this role in the select locations listed above is: $227,000 - $283,500.

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, 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.

#LI-Hybrid

Are you a data migration expert who enjoys solving complex data challenges in investment management systems? Do you thrive on designing scalable processes that ensure portfolio accounting data, transactions, and performance history transition seamlessly into modern cloud platforms? Are you excited to collaborate with Product, Consulting, and Customer Success teams to standardize best practices and help customers successfully adopt innovative technology? If so, we invite you to be a part of our innovative team.

As a Field Services Enablement Specialist at Ridgeline, you will play a critical role in shaping how customer data moves into our platform. You will act as a subject matter expert for migration workflows, ensuring the accuracy, completeness, and scalability of start-of-day loads, transactions, and historical performance data. Working closely with Consulting, Product Management, and Customer Success, you will help design standardized migration methodologies, improve tools and documentation, and guide complex implementations. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT—to improve documentation, streamline processes, and enable teams to deliver consistent and efficient migrations.

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.

The impact you will have:

• Serve as the primary subject matter expert for data migration workflows including start-of-day positions, transactions, and historical performance data
• Develop and maintain standardized processes, playbooks, and tools that ensure consistent and scalable customer data migrations
• Partner with Consulting teams to guide the execution of complex migrations and ensure accuracy, completeness, and reconciliation of migrated data
• Collaborate with Product Management to ensure data-related features are designed with real-world implementation and deployment needs in mind
• Support testing, validation, and troubleshooting efforts related to migration workflows and customer data ingestion
• Enable internal teams and consulting partners through training programs, documentation, and best practice guidance for migration methodologies
• Capture insights and lessons learned from customer implementations and incorporate them into improved migration frameworks and enablement materials
• Lead partner enablement initiatives by onboarding and training data migration consultants within Ridgeline’s partner ecosystem
• Manage partner collaboration by coordinating shadowing opportunities, aligning partners with Ridgeline methodologies, and maintaining clear communication channels
• Drive continuous improvement by identifying opportunities to refine migration tooling, validation methods, and operational processes while contributing to a collaborative and transparent culture

What we look for:

• 5+ years of experience with data migration in investment management software implementations
• At least 1 year of hands-on experience performing data migrations on the Ridgeline platform
• Expertise in portfolio accounting data structures including positions, transactions, and performance history
• Strong understanding of reconciliation and data validation methodologies
• Experience designing and refining repeatable migration workflows, tools, and methodologies
• Proven ability to collaborate with Product Management and Engineering teams to resolve complex data challenges
• Exceptional attention to detail with strong analytical and documentation skills
• Strong communication skills with the ability to translate technical processes into clear guidance for stakeholders
• Curiosity and passion for mentoring and enabling others in data best practices
• Willingness to learn about cutting-edge technologies while cultivating expertise in investment operations workflows
• An aptitude for problem solving and communicating effectively in fast-paced environments
• Serious interest in having fun at work

Bonus:

• Exposure to APIs and data integration frameworks
• Experience with AWS or serverless data processing environments
• Experience supporting large-scale SaaS implementations or enterprise data migrations
• Familiarity with tools such as JIRA and Confluence

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 typical starting salary range for new hires in this role is listed below. In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $187,000-$234,000 OTE. 

The typical starting salary range for this role in the select locations listed above is: $205,000-$257,000 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. 

n addition to the base salary, 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.

#LI-Remote

Are you an experienced engineer ready to tackle complex reporting challenges with innovative solutions? Do you thrive in collaborative environments where your work can shape product design and team culture? Are you excited to apply your expertise in modern frameworks and eager to leverage AI-enhanced tools to drive change in the fintech industry? If so, Ridgeline may be the place for you!

As a Ridgeline Senior Product Engineer on our Reporting team, you’ll have a unique opportunity to build high-quality, complex, industry-defining applications for our Reporting solution. Our team of engineers is building from scratch with cutting-edge technologies in a fast-moving, creative, and progressive work environment. You’ll be encouraged to think outside the box, bringing your vision, passion, and insights to drive advancements that impact both our team and the industry.

As part of the Ridgeline Reporting team, you’ll help shape our culture, make a big impact on a small team, and learn what it takes to build a successful company. Our team is committed to creating a lasting impact on the investment management industry, leveraging AI and leading development practices to bring transformative 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.

The impact you will have:

• Contribute your design skills and technical expertise to a team where design, strategy, and engineering collaborate closely
• Engage in the entire software development process, from requirements gathering and design reviews to implementing new Reporting products or features
• Shape a developing tech stack that leverages modern front-end frameworks like React
• Coach, mentor, and inspire teams of product engineers that are responsible for delivering high performing, secure enterprise applications
• Think creatively, take ownership of problems, seek solutions, and communicate clearly throughout the process
• Foster a collaborative environment rooted in learning, teaching, and transparency

What we look for:

• A degree in Computer Science, Information Science, or a related discipline
• 5+ years in a software engineering position with a history of architecting and designing new products and technologies
• 5+ years of experience building web front ends using technologies like React, Jest, JavaScript, and TypeScript and proficiency in one or more of the following languages: Kotlin, Java or Python.
• Strong understanding of the importance of automated testing at all levels
• Willingness to learn about new technologies while simultaneously developing expertise in a business domain/problem space
• Ability to manage short-term deliverables while maintaining a long-term, strategic perspective
• Excellent problem-solving skills and effective communication abilities
• Serious interest in having fun at work

Bonus:

• Backend experience with RESTful/GraphQL APIs
• Familiarity with Docker and containerization
• Knowledge of AWS services and infrastructure
• Experience in an Agile development environment
• Background in investment or asset management
• Knowledge of economics or finance

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 

[For New York and California Based Only]

The typical starting salary range for new hires in this role is listed below.  In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $153,000-$191,000. 

The typical starting salary range for this role in the select locations listed above is: $168,000-$210,000.

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, 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.

#LI-Hybrid

Are you a total rewards leader who thrives in building from the ground up while scaling for what’s next? Do you bring both strategic clarity and a pragmatic, roll-up-your-sleeves approach to compensation, equity, and benefits? Are you excited by the challenge of evolving programs in a high-growth environment on the path to IPO? If so, we’d love to meet you.

As Senior Staff, Total Rewards at Ridgeline, you will own and evolve our total rewards strategy across compensation, equity, and benefits. You’ll play a critical role in shaping how we attract, retain, and motivate talent—ensuring that our Total Rewards programs are competitive, scalable, and aligned to the next phase of our company’s growth.

This is a highly strategic individual contributor role with company-wide impact. You will define the frameworks and philosophy that guide decisions, while partnering across HR, Talent, Finance, and Legal to bring them to life. From evolving our compensation and equity strategy to building the foundation for global expansion and IPO readiness, your work will directly influence how we scale. This includes defining a thoughtful, scalable benefits strategy that supports our workforce today while building the foundation for global growth and IPO readiness.

At Ridgeline, how we work matters as much as what we build. We act like owners, choose growth over comfort, and bias toward action. We bring solutions, not just problems, and we’re energized by building for the future while delivering today.

The impact you will have:

• Own and evolve Ridgeline’s total rewards strategy across compensation, equity, and benefits
• Shape and scale compensation philosophy, including benchmarking, leveling, and job architecture
• Lead compensation planning and provide guidance on complex decisions, including offers and retention
• Design and refine incentive compensation plans across go-to-market roles
• Define and evolve equity strategy, including building the roadmap toward IPO readiness
• Establish clear governance to ensure consistency, equity, and strong decision-making
• Develop global total rewards strategy as we expand into Europe and Canada
• Define and evolve Ridgeline’s benefits strategy, ensuring programs are competitive, scalable, and aligned with employee needs and business growth
• Build the global benefits strategy and framework to support expansion into Europe and Canada, balancing local market competitiveness, compliance, and employee experience
• Partner closely across HR, Finance, Legal, and Talent to align rewards with business and financial goals

What we look for:

• Deep experience in total rewards within high-growth technology companies
• Experience scaling compensation and equity programs in late-stage private or pre-IPO environments
• Strong expertise in compensation strategy, equity design, incentive plans and benefits strategy
• Experience managing benefits strategy through periods of systems and operating model change, such as PEO transitions, global scaling, or HRIS transformation
• Ability to operate as a strategic individual contributor with high ownership and influence
• Executive presence and ability to guide senior leaders on complex decisions
• Comfort building from ambiguity and delivering pragmatic, iterative solutions
• Strong cross-functional partnership skills, especially with Finance, Legal, and Talent

Bonus:

• Experience supporting global expansion and international total rewards strategy
• Exposure to IPO readiness or public company compensation practices
• Familiarity with tools such as Radford, Pave, and Workday

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 typical starting salary range for new hires in this role is listed below.  In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $168,000 - $208,000. 

The typical starting salary range for this role in the select locations listed above is: $183,000 - $228,000.

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, 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.

#LI-Hybrid

Are you an experienced customer success professional who thrives on building trusted relationships with sophisticated investment management clients? Do you enjoy partnering with enterprise stakeholders to drive product adoption, measurable outcomes, and long-term value? Are you excited to operate at the intersection of financial services, SaaS, and AI-powered technology while shaping strategic customer journeys? If so, we invite you to be a part of our innovative team.

As a Strategic Customer Success Manager, you will own and grow relationships across a portfolio of mid-enterprise and large investment and wealth management firms. You will guide customers from onboarding through long-term maturity, accelerating time-to-value, driving adoption, and identifying opportunities for expansion. This role sits at the center of customer outcomes, partnering closely with Sales, Product, and Support to ensure alignment between client goals and platform capabilities. You will leverage cutting-edge technologies—including AI tools like ChatGPT, Glean, and Claude Code—along with platforms such as Salesforce and Pendo to surface insights, streamline workflows, and deliver proactive, high-impact customer engagement at scale.

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.

The impact you will have:

• Build trusted relationships with investment and wealth management clients to drive adoption, satisfaction, and long-term partnership
• Guide customers through onboarding and implementation readiness to accelerate time-to-value
• Develop and execute strategic account plans aligned to client business objectives and measurable outcomes
• Drive product adoption through training, enablement sessions, and ongoing strategic guidance
• Identify and advance expansion opportunities through increased platform utilization and cross-functional alignment
• Manage renewals and retention strategies while maintaining strong customer sentiment and engagement
• Partner with Sales, Product, Support, and Customer Experience teams to resolve issues and remove adoption barriers
• Advocate for customer needs by translating feedback into actionable insights for internal teams
• Enable customer advocacy through references, case studies, and community engagement
• Build executive and end-user relationships to deepen strategic alignment and long-term value
• Leverage data and AI-enabled tools to monitor health, analyze trends, and proactively mitigate risk
• Collaborate with teammates to share knowledge and continuously improve processes and workflows
• Take ownership of customer outcomes while demonstrating resilience and a growth mindset
• Exemplify Ridgeline’s core values and maintain a strong security-first mindset

What we look for:

• 8+ years of experience in Customer Success, SaaS account management, consulting, or similar client-facing roles
• Strong understanding of financial markets and the institutional or HNW investment lifecycle across front, middle, or back office workflows
• Familiarity with investment products including equities, fixed income, derivatives, funds, private assets, and FX
• Proven ability to manage enterprise customer relationships and drive product adoption in a B2B SaaS environment
• Excellent communication skills with the ability to engage both executive stakeholders and end users
• Demonstrated ability to manage multiple priorities in a fast-paced, high-growth environment
• Analytical mindset with the ability to translate data into actionable customer strategies
• Comfort leveraging modern tools and AI-driven workflows to enhance productivity and outcomes
• Strong organizational skills and attention to detail across multiple accounts and initiatives
• Ability to collaborate cross-functionally with go-to-market, product, and customer teams
• Willingness to learn and apply emerging technologies within a business domain
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

Bonus:

• Experience working with investment management software platforms
• Familiarity with tools such as Salesforce, Pendo, Slack, Jira, Confluence, and Excel
• Basic understanding of APIs, AWS, or public cloud infrastructure
• Progress toward or completion of certifications such as CFA or CAIA
• Experience contributing to customer advocacy programs, events, or community initiatives

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 $187,000 - $234,000 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, 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.

#LI-Remote

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%.

The impact you will have:

• 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

What we look for:

• 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

Bonus:

• 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 first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 typical starting salary range for new hires in this role is listed below. In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $143,000-$179,000 OTE. 

The typical starting salary range for this role in the select locations listed above is: $158,000-$197,000 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, 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.

#LI-Remote

Are you a front office investment management expert who enjoys helping firms transform their trading and portfolio management operations through modern technology? Do you thrive on building high-performing consulting teams that deliver complex SaaS implementations with precision and partnership? Are you excited to guide clients through front office transformation while leveraging emerging technologies and AI-powered tools to elevate how consulting is delivered? If so, we invite you to be a part of our innovative team.

As a Customer Experience Manager, Front Office Consulting at Ridgeline, you will lead a team of functional consultants responsible for delivering end-to-end implementations of Ridgeline’s enterprise cloud platform across trading, portfolio management, and compliance workflows. You will oversee functional delivery across multiple concurrent implementations while building a scalable consulting practice that drives exceptional customer outcomes. In this role, you will shape delivery standards, strengthen cross-functional collaboration, and champion modern tooling—including AI-powered technologies such as ChatGPT, OpenAI models, and Claude—to enhance implementation quality, consulting effectiveness, and operational efficiency.

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 25–30%.

The impact you will have:

• Lead, coach, and develop a team of Front Office Consultants delivering enterprise SaaS implementations for investment management firms

• Foster a collaborative consulting culture rooted in ownership, knowledge sharing, transparency, and continuous learning

• Oversee front office workstreams across multiple enterprise implementations to ensure high-quality, on-time delivery

• Guide teams through complex implementation challenges while maintaining strong relationships with customer stakeholders

• Ensure strong design and deployment of trading, portfolio management, compliance, and post-trade workflows

• Collaborate closely with Project Management, Technical Consulting, Data Migration, Product, Engineering, and Customer Success teams to ensure seamless implementation execution

• Establish and refine functional implementation standards, configuration practices, and reusable workflow templates

• Strengthen forecasting, capacity planning, and utilization management across the consulting organization

• Analyze delivery metrics and feedback to improve predictability, team effectiveness, and customer outcomes

• Champion adoption of AI-powered tools such as OpenAI and Claude to enhance requirements gathering, workflow design, and implementation documentation

• Identify opportunities to apply AI across solution design, compliance rule validation, reporting configuration, and knowledge management

• Establish responsible AI usage practices that support secure and trusted customer engagements

• Build trusted relationships with senior stakeholders including trading desks, portfolio managers, compliance leaders, and operations teams

• Provide strategic guidance on workflow design, operating model alignment, and implementation sequencing

• Communicate the value of Ridgeline’s front office capabilities to both technical and business audiences

• Step in hands-on when needed to support critical milestones or complex deployment dynamics

What we look for:

• 8+ years implementing investment management software in a customer-facing role

• Deep expertise in front office workflows including trading, portfolio management, and compliance monitoring

• 3+ years of people management experience within a consulting or professional services environment

• Strong understanding of the investment management lifecycle including trade order management, post-trade workflows, compliance monitoring, and reporting

• Knowledge of investment instruments including equities, fixed income, multi-currency instruments, derivatives, and alternatives

• Proven experience leading complex, multi-workstream SaaS implementations

• Strong portfolio management, forecasting, and resource planning capabilities

• Exceptional interpersonal, communication, and executive stakeholder management skills

• Experience handling customer escalations with professionalism and sound judgment

• Demonstrated curiosity and hands-on experience leveraging emerging technologies including AI tools

• Experience guiding teams in responsible and effective AI adoption

• Ability to collaborate effectively across cross-functional teams

• Willingness to learn about cutting-edge technologies while cultivating deep investment management domain expertise

• An aptitude for problem solving

• Ability to communicate effectively

• Serious interest in having fun at work

Bonus:

• Experience advising customers on front office operating model transformation or technology stack modernization

• Familiarity with Agile principles and SaaS development lifecycles

• Experience with collaboration and delivery tools such as Slack, JIRA, Confluence, Kantata, and Google Workspace

• Basic understanding of cloud infrastructure concepts including AWS and APIs

• Chartered Financial Analyst (CFA) designation

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 for new hires in this role is listed below. In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $143,000-$234,000 OTE.

The typical starting salary range for this role in the select locations listed above is: $158,000-$257,000 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, 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.

Are you an experienced engineering leader who thrives on building high-performing teams that deliver scalable, high-quality data products? Do you enjoy shaping data models and operational reporting systems that power critical decisions across complex financial workflows? Are you excited to lead teams solving data curation and querying challenges at scale within a modern data intelligence platform? If so, we invite you to be a part of our innovative team.

In this role, you will lead Ridgeline’s Reporting Data Curation team within the Data Intelligence Platform, owning the core reporting and data-querying infrastructure that powers both customer-facing reporting experiences and internal analytics. You will drive the design and delivery of scalable operational reporting, high-quality data models, and the evolution of our next-generation distributed query and reporting engine. Your work will transform complex financial data into reliable, high-performance reporting systems that enable faster, more informed decision-making for investment managers. Our team of engineers are building with cutting-edge technologies—like Claude Code and Cursor—in a fast-moving, creative, progressive work environment.

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.

The impact you will have:

• Lead and grow a high-performing engineering team responsible for the core reporting and data curation platform that underpins customer reports, dashboards, and internal analytics while establishing clear operating rhythms that keep the team aligned and effective
• Define and execute the technical vision and roadmap for scalable operational reporting and high-quality data modeling, including evolving next-generation distributed query and reporting capabilities
• Partner cross-functionally with product, design, and engineering teams to turn complex financial data into reliable, high-performance reports and data products while owning service health and operational excellence
• Build and improve data pipelines, models, and tooling that ensure data is accurate, well-structured, and broadly reportable across systems
• Establish and uphold best practices for data quality, governance, and consistency across reporting layers and shared data abstractions
• Hire, coach, and develop engineers through clear feedback, growth planning, and mentorship while fostering a culture of accountability, learning, and psychological safety
• Champion AI-native engineering workflows and modern development practices to improve delivery speed, system reliability, and developer experience

What we look for:

• 10+ years of experience in software or data engineering with 5+ years in an engineering management role leading product or platform teams
• Strong expertise in data modeling, data warehousing, and scalable reporting systems, including experience with distributed query engines such as Trino, Presto, or Spark SQL
• Experience leading teams responsible for data platforms, analytics systems, or reporting infrastructure used broadly across an organization
• Proven ability to deliver complex, high-impact initiatives in fast-paced environments while balancing customer-critical deliverables with long-term platform investments
• Deep understanding of distributed systems, data pipelines, and performance optimization across compute- and IO-intensive workloads
• Hands-on technical depth in at least one of the following areas: modern JVM languages such as Kotlin or Java, Python, or SQL-based analytics, along with familiarity with cloud data storage technologies
• Strong communication skills with the ability to influence and align technical and non-technical stakeholders across functions
• Demonstrated ability to hire, mentor, and retain high-performing engineering talent while supporting the growth of senior engineers and emerging leaders
• Willingness to learn and apply cutting-edge technologies, including AI tooling, within a business-critical domain
• Strong problem-solving skills with a bias toward ownership, action, and continuous improvement

Bonus:

• Experience in fintech, investment management, or financial data systems, particularly in client or regulatory reporting
• Familiarity with modern data stack technologies such as Snowflake, Databricks, or dbt
• Experience building or operating reporting systems with strict correctness, auditability, and reliability requirements
• Experience scaling teams and systems during periods of rapid organizational growth

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 

[For New York and California Based Only]

The typical starting salary range for new hires in this role is listed below.  In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $214,500–$268,000. 

The typical starting salary range for this role in the select locations listed above is: $236,000–$295,000.

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, 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.

#LI-Hybrid

Are you passionate about designing large-scale reporting systems that power mission-critical analytics and decision-making? Do you enjoy mentoring others and shaping the technical direction of large-scale platforms?

Are you a problem-solver who thrives in fast-paced environments and loves tackling complex data querying challenges? If so, we invite you to be a part of our Reporting team

The Ridgeline Reporting team builds and maintains the infrastructure that powers both external operational reporting and internal data accessibility across the platform. We’re responsible for designing data querying systems, scaling our service to meet increasingly large customer volumes, and enabling fast, reliable access to complex datasets. As a member of this team, you’ll contribute to a technical foundation that supports everything from core product experiences to strategic insights.

We embrace tools like Claude Code, Cursor AI and ChatGPT to accelerate development and reduce friction, allowing engineers to focus on creative, high-leverage problem solving. We’re looking for engineers who are excited to drive architectural decisions, mentor others, and build high-performance systems that scale with the business.

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 the Ridgeline Way excites you, we’d love to meet you.

The impact you will make:

• Serve as technical lead for cross-cutting initiatives like the Reporting Engine rearchitecture, performance scaling, and AI reporting integration.
• Collaborate with engineers, product managers, and designers to define and deliver impactful customer-facing features.
• Drive architectural decisions that ensure our reporting systems are reliable, performant, and extensible.
• Help establish engineering best practices in data modeling, distributed systems, and query optimization.
• Lead design reviews, guide implementation, and mentor staff- and senior-level engineers.
• Dive deep into technical problems while maintaining a strategic, long-term perspective.
• Represent the Reporting team in cross-functional planning efforts and engineering leadership forums.
• Think creatively, own problems, seek solutions, and communicate clearly along the way
• Contribute to a collaborative environment rooted in learning, teaching, and transparency

What we look for:

• 8+ years of software engineering experience, including technical leadership of large-scale systems.
• Experience designing and evolving data-intensive applications, especially in reporting or analytics domains.
• Proficiency with Python or Kotlin (experience with both is a plus).
• Experience with modern cloud platforms (AWS preferred) and building scalable, event-driven services.
• Familiarity with front-end technologies like React is a bonus.
• A strong understanding of distributed systems, data pipelines, and performance optimization.
• A demonstrated ability to lead without authority, influence architecture, and align teams.
• A collaborative mindset with excellent communication and mentoring skills.
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space.
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 

[For New York and California Based Only]

The typical starting salary range for new hires in this role is listed below. In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $182,500-$228,000. 

The typical starting salary range for this role in the select locations listed above is: $200,500-$251,000.

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, 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.

#LI-Hybrid

Are you an engineer who loves building complex, game-changing solutions from scratch? Do you thrive on thinking outside the box and bringing fresh ideas to life in a fast-paced, creative environment? Are you excited to help shape the future of trading by developing high-impact applications on a modern tech stack? If so, we invite you to be a part of our innovative team.

As a Ridgeline Staff Software Engineer on our Trading team, you’ll have the unique opportunity to build high-quality, complex, industry defining applications for our Post Trading solution. Our team of engineers are building from scratch in cutting edge technologies in a fast-moving, creative, progressive work environment. You’ll think outside the box and add your own genius, passion, and interests to the software development lifecycle. Leveraging cutting-edge technologies—and harnessing the power of AI tools such as Claude Code, GitHub Copilot, ChatGPT—you’ll help shape an industry-defining platform from the ground up, all while collaborating in a creative, fast-paced environment.

As part of the Ridgeline Trading team building a brand new solution on cutting edge technology to market, you will help shape our culture, make a big impact on a small team, and learn what it takes to build a successful company. Our team aims to leave a legacy in an industry primed for change.

The impact you will make:

• Contribute design skills and technical expertise to a team where design, strategy, and engineering collaborate closely
• Be involved in the entire software development process, from requirements and design reviews through the implementation of new products
• Impact a developing tech stack based on modern front-end frameworks and cost-efficient utilization of AWS back-end services
• Participate in the creation and construction of developer-based automation that leads to scalable, high-quality applications customers will depend on to run their businesses
• Coach, mentor, and inspire teams of product engineers that are responsible for delivering high performing, secure enterprise applications
• Think creatively, own problems, seek solutions, and communicate clearly along the way
• Contribute to a collaborative environment rooted in learning, teaching, and transparency

What we look for:

• A degree in Computer Science, Information Science, or a related discipline
• 8+ years in a software engineering position with a history of architecting and designing for high performance and high availability
• 6+ years of backend or fullstack development using Java/Kotlin
• Experience with electronic trading or order management, asset management or investment banking
• Understand the value of automated testing at all levels
• Experience building cloud native applications on AWS/Azure/Google Cloud
• Some knowledge of web front-end technologies like React, JavaScript and TypeScript and a willingness to participate in full-stack development
• Ability to focus on short-term deliverables while maintaining a big-picture long term perspective
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

Bonus:

• Experience with SWIFT or FIX protocol
• Backend experience using RESTful/GraphQL APIs
• Experience with Docker and containerization
• Understanding of AWS services (ECS/Fargate, Kafka/MSK) and infrastructure (IaC/Terraform)
• Used to working within an Agile development construct

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 typical starting salary range for new hires in this role is listed below.  In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $182,500 - $228,000

The typical starting salary range for this role in the select locations listed above is: $200,500 - $251,000

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, 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.

#LI-Hybrid

Are you a seasoned engineer who thrives on building complex, high-impact applications from scratch? Do you enjoy applying your deep understanding of trading systems to architect resilient, enterprise-grade solutions? Are you excited to collaborate closely with product and design teams in a fast-moving environment where your voice directly shapes the product? If so, we invite you to be a part of our innovative team.

As a Staff Software Engineer on Ridgeline’s Order Generation team, you’ll be at the forefront of developing our Trade Order Management solution—an integral piece of our industry-first cloud platform for investment management. This is an opportunity to influence the design and implementation of a foundational product, working with modern technologies in a collaborative, creative environment. You’ll contribute hands-on to product architecture, mentor engineers, and use AI tools like GitHub Copilot and ChatGPT to elevate development velocity, innovation, and code quality.

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.

The impact you will have:

• Design and build robust, scalable components for Ridgeline’s Trade Order Management product
• Collaborate cross-functionally with product managers, designers, and engineers to deliver elegant, high-impact solutions
• Contribute trading domain knowledge and architectural expertise to help shape an innovative platform
• Leverage AWS cloud services to build secure, high-performance backend infrastructure
• Mentor engineers through code reviews, pair programming, and informal coaching
• Establish development best practices and foster a culture of ownership and technical excellence
• Use AI tools such as GitHub Copilot and ChatGPT to enhance productivity and innovation
• Think creatively, own problems, seek solutions, and communicate clearly along the way
• Contribute to a collaborative environment rooted in learning, teaching, and transparency

What we look for:

• 5+ years of experience in software engineering with a strong track record of designing scalable systems
• 3+ years working with buy-side order management systems
• Expertise in Java or Kotlin
• Strong foundation in computer science principles (degree in CS or related field preferred)
• Experience building in AWS environments (Aurora, Lambda, S3 preferred)
• Commitment to automated testing and engineering best practices
• Ability to balance short-term delivery with long-term architectural vision
• Excellent problem-solving and communication skills
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain/problem space
• Serious interest in having fun at work

Bonus:

• Experience with agile development methodologies
• Background in trading, asset management, or financial services software

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 typical starting salary range for new hires in this role is listed below.  In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $182,500-$228,000.

The typical starting salary range for this role in the select locations listed above is: $200,500-$251,000.

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, 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.

#LI-Hybrid

Are you a thoughtful engineer who thrives on designing scalable systems that bring order and clarity to complex workflows? Do you enjoy collaborating across disciplines to deliver performant, intuitive solutions that empower users in high-stakes environments? Are you excited to leverage your technical expertise to build innovative order management functionality from the ground up? If so, we invite you to be a part of our innovative team.

As a Staff Software Engineer on the Real Time Pricing team at Ridgeline, you’ll take a leading role in building core trading workflows used by investment professionals to place, route, and manage orders. You'll collaborate with product managers and designers to create seamless, high-performance experiences that meet the demands of a modern asset management platform. This role is ideal for someone who enjoys tackling multifaceted engineering challenges and wants to shape how trading technology works in a cloud-native, enterprise-grade system. You’ll work with cutting-edge technologies—including AI tools like GitHub Copilot and ChatGPT—to accelerate development and improve engineering outcomes.

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.

The impact you will have:

• Design and build a highly scalable, fault-tolerant real time pricing engine that delivers accurate, low-latency valuations across asset classes
• Architect and own systems capable of ingesting and processing high-throughput market data streams with consistency and resilience
• Develop services and APIs that ensure accuracy, performance, and auditability of pricing data across portfolio, compliance, and reporting workflows
• Collaborate closely with product and design partners to deliver elegant and effective user experiences around pricing and valuation
• Own features from conception to delivery with a high degree of autonomy and accountability
• Contribute to system architecture and promote engineering best practices across the team
• Leverage AI-assisted development tools such as Claude Code and ChatGPT to enhance productivity and code quality
• Participate in code reviews and mentor junior team members with a spirit of continuous learning and improvement
• Embrace a growth mindset, actively seek feedback, and look for opportunities to improve both systems and processes
• Communicate clearly and collaborate effectively in a fast-paced, high-performing environment

What we look for:

• 8+ years of professional software engineering experience, ideally building enterprise SaaS or financial technology
• Demonstrated experience designing and operating real time pricing or market data systems at scale
• Deep understanding of fault tolerance, resilience patterns, and techniques for building highly available distributed systems
• Strong experience with modern programming languages such as Java, Kotlin, or Go
• Proven ability to architect and deliver high-throughput, low-latency data pipelines in production environments
• Familiarity with cloud-native development and distributed systems architecture
• Proven ability to own projects end-to-end and deliver high-quality software in production environments
• Comfort working in a fast-paced, startup environment with evolving priorities
• Commitment to testing, documentation, and writing maintainable code
• Excellent communication and collaboration skills
• Willingness to learn about cutting-edge technologies while cultivating deep domain expertise
• Serious interest in having fun at work

Bonus:

• Experience with highly available systems
• Familiarity with investment workflows such as portfolio modeling, compliance, or post-trade
• Exposure to AI tools in the software development lifecycle

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 typical starting salary range for new hires in this role is listed below.  In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $182,500-$228,000.

The typical starting salary range for this role in the select locations listed above is: $200,500-$251,000.

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, 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.

#LI-Hybrid #LI-Onsite

Senior Engineering Manager, Data Engineering

San Ramon, CA

Are you an engineering leader who cares deeply about how data is defined, governed, and made accessible at platform scale? Do you know how to hire and develop engineers with deep data systems expertise, engage credibly in architecture conversations, and create the conditions for your team to do their best work? Do you thrive on building organizations whose output becomes the foundation every product team depends on? If so, we'd love to talk.

As a Senior Engineering Manager at Ridgeline, you will lead the team responsible for Ridgeline's data access and semantics layer — the infrastructure that defines what data means, governs how it's written, and standardizes how it's read across the platform. This is high-leverage work: the contracts and access patterns your team establishes become the defaults every product team builds on. Your team's customers are product engineers writing application code — your output is the SDK and framework layer they depend on.

You will lead a team of engineers, supporting their growth and success while partnering with engineering staff and leadership across the organization, to drive data contract adoption, evolve the query interface into the universal data access layer, and build toward a federated query capability that spans the full persistence layer.

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.

The impact you will have

• Lead the team defining and evolving Ridgeline's Semantic Layer — setting the direction for data contract adoption across product engineering so that schema validation and enforcement become standard practice from the ground up
• Drive your team's roadmap toward a universal query interface — reducing direct-to-persistence-store patterns in product code and establishing store access adapters as the platform standard
• Partner with Staff+ engineers to shape the write path architecture, guiding replication and indexing pipelines toward a declarative, independently authored model running on shared compute infrastructure
• Ensure the data governance layer is reliable and well-owned — schema validation and audit lineage treated as first-class infrastructure, not an afterthought
• Champion the long-term investment in query federation — building organizational and technical readiness for cross-store analytics without coupling product engineering to persistence infrastructure
• Hire, develop, and retain top engineering talent — cultivating a culture of data correctness, technical thoroughness, and platform ownership
• Collaborate with product and engineering leadership to align data platform investments with company objectives
• Manage the inter-team interface with infrastructure partners — your team authors what flows through the persistence and event infrastructure; you own the contracts and access patterns that make that work reliable

What we look for

• 10+ years of software engineering experience with at least 5+ years managing engineering teams
• Technical grounding in data systems — schema design, metadata infrastructure, query planning and execution, and data access patterns; you have hands-on JVM development experience (Kotlin or Java) and can engage credibly in architecture discussions, recognize tradeoffs in schema evolution and query interface design, and ask the questions that surface the tradeoffs others might skip past
• Experience building or managing data access abstractions — store access adapters, query federation engines, or platform-level query interfaces that standardize how services read data
• Experience building or contributing to JVM-based internal SDKs or developer frameworks in Kotlin or Java — enough to guide architecture decisions, review technical approaches, and recognize when a framework abstraction is the right call versus a premature one
• A track record of treating developer experience as a first-class concern — adoption metrics, ease of onboarding, and internal documentation matter as much as correctness
• Familiarity with data contract and schema enforcement patterns — how contracts are defined, versioned, and enforced at the framework level so product engineers consume them correctly by default; experience with schema registry or metadata tooling is a plus
• Experience managing data write path infrastructure — write-path SDKs, replication pipelines, or data materialization services; what matters is understanding how data moves from application write to downstream store and what guarantees the write path must provide to downstream consumers
• Demonstrated ability to guide cross-team initiatives and influence without direct authority
• Experience operating high-availability systems with strict reliability and performance requirements
• Excellent communication skills and a passion for mentoring engineers and technical leaders
• Willingness to deepen expertise in the investment management domain and apply cutting-edge tools — including AI tools like GitHub Copilot — to accelerate development velocity and architectural clarity
• Strong problem-solving skills and a genuine interest in having fun at work

Bonus

• Background in data governance frameworks in regulated environments
• Familiarity with change data capture technologies and event-driven architectures
• Experience in fintech, investment management, or other regulated industries

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale — without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a "Best Workplace for Innovators," by Frost & Sullivan as a "Technology Innovation Leader," and by The Software Report as a "Top 100 Software Company."

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 typical starting salary range for new hires in this role is $212,000 - $250,000. 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, 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.

#LI-Hybrid

Are you an expert in orchestrating high-impact enterprise software implementations from kickoff to go-live? Do you enjoy translating complex requirements into structured delivery plans that bring teams and customers together? Are you eager to help investment managers transform their operations using modern cloud technology while delivering exceptional implementation experiences? If so, we invite you to be a part of our innovative team.

As a Project Manager within Customer Experience at Ridgeline, you will lead end-to-end implementations of Ridgeline’s enterprise cloud platform for investment management firms. You will partner closely with both internal teams and customer stakeholders to define scope, drive delivery, and ensure successful go-lives across complex enterprise programs. In this role, you will guide implementation strategy, coordinate cross-functional execution, and leverage modern technologies—including AI-powered tools such as ChatGPT and other emerging solutions—to enhance project planning, documentation, communication, and delivery efficiency.

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%.

The impact you will have:

• Lead end-to-end implementation projects from kickoff through go-live for Ridgeline’s enterprise cloud platform
• Define project goals, scope, and success criteria while establishing structured delivery plans and timelines
• Coordinate cross-functional teams including consulting, engineering, product, and customer stakeholders to ensure seamless execution
• Build strong relationships with client stakeholders while maintaining transparency and alignment throughout project lifecycles
• Manage project scope, milestones, and deliverables to ensure high-quality outcomes and successful deployments
• Monitor project budgets, timelines, and resources to ensure efficient and cost-effective delivery
• Identify potential project risks and proactively develop mitigation strategies to protect delivery timelines and customer outcomes
• Maintain clear communication with internal teams and customer leadership regarding progress, risks, and key milestones
• Ensure project deliverables meet quality standards and customer expectations
• Analyze project outcomes and delivery performance to identify improvement opportunities for future implementations
• Contribute to continuous improvement of Ridgeline’s implementation frameworks, delivery methodologies, and operational processes
• Leverage AI-powered tools such as ChatGPT and other emerging technologies to improve documentation quality, communication clarity, and project management efficiency
• Support team collaboration and knowledge sharing across implementation programs to strengthen delivery consistency and operational excellence

What we look for:

• Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field
• 5+ years of experience leading investment management software implementations in a customer-facing role
• Strong knowledge of front-office and back-office investment management workflows including portfolio accounting, performance measurement, trading, reconciliation, data management, compliance, and reporting
• Proven experience managing enterprise software implementations with both functional and technical workstreams
• Demonstrated ability to coordinate cross-functional teams and drive complex projects to successful completion
• Strong organizational and time management skills with the ability to manage competing priorities
• Ability to work independently with limited direction while maintaining strong collaboration with stakeholders
• Excellent interpersonal and relationship-building skills with the ability to work effectively with both internal teams and customer leadership
• Demonstrated curiosity and ability to quickly learn new technologies and software platforms
• Experience communicating project status, risks, and recommendations to executive stakeholders
• 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

Bonus:

• Understanding of Agile principles and SaaS development lifecycles
• Familiarity with Google Workspace and/or Microsoft Office tools
• Experience using collaboration and delivery tools such as Slack, JIRA, Confluence, or Mavenlink
• Basic understanding of AWS, APIs, and serverless technologies
• Project management certifications such as PMP, CAPM, or PRINCE2

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

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 typical starting salary range for new hires in this role is listed below. In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $104,000-$130,000 OTE. 

The typical starting salary range for this role in the select locations listed above is: $114,000-$143,000 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, 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.

#LI-Remote