Project Manager, Customer Experience
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.
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