Senior Technical Consultant

Ridgeline
Reno +2 more
Remote

Who this role is best for

Best suited to candidates with experience in complex technology environments and a track record of delivering technical solutions, working in financial services or investment management.

Best fit for

  • Candidates with 3–5 years of experience in technical consulting or systems engineering for financial services firms
    — “3–5 years of professional experience delivering technical solutions for customer or internal stakeholders in a software, consulting or complex technology environment.”
  • Individuals who have led integration projects and demonstrated ability to manage technical debt
    — “You will have led the integration workstream for a customer implementation and become familiar with Ridgeline APIs, Workato connectors, and common third-party vendors.”
  • Candidates with a strong interest in shaping long-term integration strategies and processes
    — “As a founding member of this effort, you will work closely with Technical Consulting leadership and Platform Engineering, and you will have the chance to shape how Ridgeline supports customers long after go-live.”

Things to consider

  • The role demands direct client engagement and may require travel to multiple U.S. locations or client sites
    — “Engage directly with customers and vendors to scope, build, and troubleshoot integrations.”
  • Candidates should be prepared to work in a fast-evolving environment with a focus on automation and AI
    — “Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity.”

How to stand out

  • Highlight experience with integration platforms like Workato or Mulesoft in your resume and interviews
    — “Hands-on experience with Workato or another Integration-Platform-as-a-Service solution.”
  • Emphasize your ability to define repeatable deployment and operating models for integrations
    — “Partner with Platform Engineering to move integration code into a single source of truth with consistent deployment practices.”
  • Demonstrate your track record in resolving high-impact technical challenges in multi-system environments
    — “Experience owning the resolution of a complex, high-impact technical challenge within a multi-system or microservices environment.”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • completed training and shadowed experienced consultants
  • led integration workstream for customer implementation
  • made meaningful progress with Platform Engineering on reusable assets
Typical background
3-5 years of professional experience in technical solutions deliveryexperience in a complex technology organization

Skills & requirements

Required

Project ManagementTechnical ConsultingAPI IntegrationMicroservicesSoftware DevelopmentSystem EngineeringCustomer Interaction

Preferred

Cloud ServicesAI Deployment

Stack & domain

Technical SolutionsComplex Technology EnvironmentMicroservices EnvironmentDeploy A ServiceBuildingDeployingMaintaining Technical SolutionsResolution Of A Complex, High-impact Technical ChallengeMulti-system Or Microservices EnvironmentProject ManagementDiscovery SessionsDocumentingPartneringImproving Implementation MethodologyConsulting EfficiencyReducing Technical DebtEngaging Directly With Customers And VendorsScopeBuildTroubleshootInvestment ManagersCustomer ImplementationsThird-party IntegrationsManaged Integration ServicesSingle Source Of TruthRepeatable Deployment And Operating ModelsTailored Client ExperiencesAI

About the role

Original posting from Ridgeline via Greenhouse

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.”

Why this role exists

As the number of concurrent customer implementations at Ridgeline grows, our Technical Consulting team is changing how it builds, deploys, and supports third-party integrations. This role is split roughly evenly between delivering integrations for new customers and helping launch a new managed integration services capability within consulting. You will help bring integration code into a single source of truth, define repeatable deployment and operating models, and make every new build faster and more consistent than the last. As a founding member of this effort, you will work closely with Technical Consulting leadership and Platform Engineering, and you will have the chance to shape how Ridgeline supports customers long after go-live.

What success looks like

Within six months, you will have completed training, shadowed experienced consultants, and built integrations with guided support. You will have led the integration workstream for a customer implementation and become familiar with Ridgeline APIs, Workato connectors, and common third-party vendors. Within a year, you will have a holistic understanding of our implementation methodology and of the customer and vendor landscape, and you will have made meaningful progress with Platform Engineering on reusable, centrally managed integration assets.

What you'll do

Lead and project manage integration workstream

Conduct discovery sessions to develop and document a thorough understanding of customers’ integration needs

Build and deploy integrations that are reusable, well documented, and maintainable across customers.

Partner with Platform Engineering to move integration code into a single source of truth with consistent deployment practices.

Improve our implementation methodology and consulting efficiency, with a focus on reducing technical debt and the hours required for repeat builds.

Help define the operating model for managed integration services that supports customers after go-live.

Engage directly with customers and vendors to scope, build, and troubleshoot integrations.

What we look for

3–5 years of professional experience delivering technical solutions for customer or internal stakeholders in a software, consulting or complex technology environment.

Experience working in a complex technology organization, ideally a microservices environment, with a demonstrated understanding of how to deploy a service.

Practical software development or systems engineering experience beyond configuration, including building, deploying, and maintaining technical solutions.

Experience owning the resolution of a complex, high-impact technical challenge within a multi-system or microservices environment.

Comfort working directly with customers and vendors, and the ability to learn new technologies and domains quickly.

Bonus Points

Experience in financial services or investment management (not required; we welcome backgrounds from other industries).

Experience championing and driving adoption of source control, testing, deployment, and monitoring practices for a team.

Hands-on experience with Workato or another Integration-Platform-as-a-Service solution (Workday Studio, Mulesoft, Boomi, or Similar)

Have explored and developed initial ideas about agentic operations: agentic code review, continuous deployment, end-to-end integration tests, observability tooling, LLM gateway, and other related areas

Strong opinions about different models and when to use them is a plus!

Compensation and Benefits 

The cash compensation amount for this role is targeted at $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

Source: Ridgeline careers (Greenhouse)

Similar roles