Best suited to candidates with 4+ years of investment management software implementation experience working in back-office transformation and reconciliation workflows.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Ridgeline via Greenhouse
Are you a customer-first thinker with deep experience in portfolio accounting and reconciliation workflows? Do you thrive in implementation roles where you get to solve complex back-office challenges across the investment lifecycle? Are you excited to contribute to an innovative FinTech company transforming an industry from the ground up? If so, we invite you to be a part of our innovative team.
As a Senior Back Office Consultant at Ridgeline, you will lead end-to-end functional implementations of our enterprise cloud software for investment management customers. You’ll act as a strategic partner to clients—designing, configuring, and deploying workflows that span the full investment lifecycle, with a focus on back office transformation. Your consultative mindset, technical curiosity, and collaborative approach will be critical to driving successful customer go-lives and delivering lasting value. You will use cutting-edge technologies—including AI tools like ChatGPT—to improve implementation efficiency, enhance customer engagement, and accelerate adoption.
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.
What will you do?
Engage customer leaders to understand, design and deploy strategic business workflows across the full spectrum of the investment management lifecycle
Configure, test, and drive adoption of the Ridgeline software as an extension of the customer’s team, including data ingestion and migration activities, reconciliation optimization, market and reference data source configuration, report customization, performance and composite comparisons, and portfolio accounting validation across diverse transaction types, account structures, and asset classes
Develop and apply deep expertise in the investment management domain and all aspects of Ridgeline’s software and ensure customers take full advantage of the Ridgeline product and workflows
Collaborate with technical integration consultants on your project team to support their efforts of designing, building, testing, and deploying customer integrations
Partner with Ridgeline’s engineering and product management teams to identify and resolve product bugs, recommend new feature development, and translate customer enhancement requests into actionable requirements documentation
Collaborate with Customer Success team members to iteratively build the tools and templates necessary for data migration and integrations to grow rapidly, implement efficiently, and scale in a cost-effective manner
Think creatively, own problems, seek solutions, and communicate clearly along the way
Contribute to a collaborative environment deeply rooted in learning, teaching, and transparency
Evangelize Ridgeline’s technology and articulate the value to external stakeholders
Provide mentorship and coaching to peer consultants as the Customer Experience organization continues to scale
Exemplify Ridgeline’s Core Values and Security First Mindset
Domestic travel expected 20%
Desired Skills and Experience
Bachelor’s degree in Business, Accounting, Finance, Economics, Information Technology, or related field of study
4+ years of experience implementing investment management software in a customer-facing role; specific experience with portfolio accounting, reconciliation, and investment reporting solutions preferred
In-depth understanding of institutional instrument types (equities, funds, fixed income, structured products, derivatives, and FX)
Strong knowledge of and interest in the financial markets and institutional/HNW investment lifecycle with an emphasis on middle/back-office workflows
Experience implementing scalable and repeatable business processes, educating customers on industry best practices, and delivering tailored user training
Experience handling customer escalations with exemplary patience, poise and professionalism
Passion for delivering world-class customer service
Ability to work independently, with general direction and guidance
Innate curiosity and proven ability to learn new software technologies quickly
Highly organized with the ability to manage several priorities with a hands-on approach
Excellent time management skills and ability to meet deadlines in an evolving, fast-paced environment
Excellent interpersonal skills with an ability to build relationships with internal and external customer stakeholders
Demonstrated ability to communicate complex concepts clearly, concisely, and confidently
Familiarity with Google Apps and/or the MS Office suite, including strong Excel proficiency
Serious interest in having fun at work
Bonus:
Project management skills and/or experience leading successful implementations of enterprise SaaS solutions
Understanding of Agile principles and software development lifecycles
Experience coaching customers around tech stack, tooling, and processes
Comfortable working with Slack, JIRA/Confluence, and professional services applications such as Kantata
Basic understanding of AWS, APIs, and serverless technology
Chartered Financial Analyst designation a plus
About RidgelineRidgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.
With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement (https://www.ridgelineapps.com/legal/candidate-privacy-policy).
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.
The typical starting salary range for this role in the select locations listed above is: $114,400-$143,000.
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.
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Source: Ridgeline careers (Greenhouse)