Customer Support Analyst

Are you excited to launch your career by learning how investment managers run their front, middle, and back office operations? Do you enjoy solving customer problems, learning complex workflows, and connecting the dots across people, process, data, and technology? Are you motivated by an accelerated development path that gives you exposure to customer support, product workflows, and the broader Customer Experience organization? If so, we invite you to be a part of our innovative team.

As a Customer Support Analyst at Ridgeline, you will join an accelerated early-career program designed to build deep customer, product, and operational knowledge across front office, middle office, and back office workflows. You will help triage and resolve customer issues, learn how asset managers use Ridgeline across the investment management lifecycle, and partner with teammates across Customer Experience, Product, and Engineering to create better outcomes for our customers. You will work with modern SaaS tools, customer support systems, workflow platforms, and AI-enabled tools that help you learn faster, find answers, document clearly, and improve the customer experience.

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:

• Learn Ridgeline workflows across front office, middle office, and back office domains, including portfolio management, trading-adjacent workflows, reconciliation, reporting, data operations, and customer issue triage
• Participate in an accelerated development program that builds product fluency, customer empathy, operational understanding, and cross-functional context
• Investigate customer questions by gathering context, reviewing documentation, analyzing workflow behavior, and partnering with teammates to identify next steps
• Draft customer-ready responses that explain issues, set expectations, and summarize progress clearly
• Build a personal knowledge base of common issues, product areas, process steps, customer workflows, and escalation paths
• Collaborate with Customer Support, Consulting, Education Services, Product, Engineering, and other CX teams to resolve customer needs
• Identify recurring patterns in support requests and contribute ideas that improve documentation, processes, training, and customer outcomes
• Own assigned ticket lanes as your skills grow, while knowing when to ask for help or escalate
• Explore potential career paths across Customer Experience as you build readiness for future placement based on business need, demonstrated capability, and your developing interests
• Contribute to a collaborative environment rooted in learning, teaching, transparency, and continuous improvement
• Think creatively, own problems, seek solutions, and communicate clearly along the way

What we look for:

• Early-career professional with a strong interest in customer support, business operations, technology, or fintech
• Bachelor’s degree in Business, Information Systems, Finance, Computer Science, or a related field, or equivalent practical experience
• Curiosity about asset management, SaaS products, customer operations, and front/back office workflows
• Strong written and verbal communication skills with the ability to explain complex topics simply
• Aptitude for problem solving, pattern recognition, and learning new systems quickly
• Comfort working with tools such as ticketing systems, knowledge bases, collaboration platforms, spreadsheets, and AI-enabled productivity tools
• Ability to receive feedback, ask thoughtful questions, and apply learning quickly
• Customer-first mindset with patience, professionalism, and a desire to help others succeed
• Interest in building a long-term career in Customer Experience (Support, Consulting, Operations, etc) or related customer-facing functions
• Serious interest in having fun at work

Bonus

• Internship, part-time, or project experience in customer service, operations, finance, technology, or business analysis
• Exposure to Salesforce, Atlassian, Slack, AI Tools, Google Workspace, or similar tools
• Familiarity with investment management, accounting, reconciliation, data operations, or financial markets
• Interest in growing into a specialized CX role over time

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: $67,000-$78,500. 

The typical starting salary range for this role in the select locations listed above is: $73,500-$86,500.

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.

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