Are you a skilled project manager who thrives in high-stakes environments and has a passion for technology-driven transformation? Do you enjoy collaborating with internal teams and customers to bring clarity and structure to complex software implementations? Are you excited to contribute to the evolution of a cutting-edge cloud platform purpose-built for the investment management industry? If so, we invite you to be a part of our innovative team.
As a Customer Experience Project Manager at Ridgeline, you will lead end-to-end implementations of our enterprise cloud software for investment management clients. You’ll work cross-functionally with both internal teams and customer stakeholders to define project scopes, establish timelines, and ensure successful delivery. Your gravitas and organizational excellence will be crucial as you oversee projects that directly impact customer adoption and satisfaction. This role demands a consultative approach, collaborative mindset, and the ability to adapt and lead in a fast-paced, evolving environment. You’ll also have the opportunity to incorporate cutting-edge technologies—including AI tools like ChatGPT—to streamline processes, enhance productivity, and drive strategic 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.
The impact you have:
Lead cross-functional project teams to deliver enterprise software implementations on time and within scope
Define project plans, manage budgets, and set clear expectations with both internal and external stakeholders
Collaborate with Product, Engineering, and Customer Experience teams to ensure successful client outcomes
Provide hands-on leadership and step into key tasks to unblock progress and maintain project momentum
Communicate proactively and transparently, keeping all stakeholders aligned and informed
Identify risks early and develop mitigation strategies to prevent issues from escalating
Build lasting relationships with client stakeholders, fostering trust and long-term engagement
Contribute to continuous improvement of project management methodologies and internal best practices
Embody Ridgeline’s values through your actions, resilience, and commitment to customer success
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
Deep knowledge of investment management operations, systems, and workflows (e.g., portfolio accounting, trading, reconciliation, reporting)
Proven experience managing complex projects with cross-functional teams and multiple stakeholder groups
Excellent time management skills with the ability to handle competing priorities in a fast-paced environment
Strong interpersonal and communication skills, including the ability to influence senior stakeholders
Curiosity and enthusiasm for learning new technologies and solving customer problems creatively
U.S. work authorization without the need for employer sponsorship
Bonus:
Familiarity with Agile principles and software development lifecycles
Experience with tools like Slack, JIRA/Confluence, Mavenlink, Google Workspace, and/or MS Office
Basic understanding of AWS, APIs, and serverless technology
Project Management certifications such as PMP, CAPM, PRINCE2
About Ridgeline
Ridgeline 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. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices https://www.ridgelineapps.com/legal/candidate-privacy-policy.
Compensation and Benefits
The cash compensation amount for this role is targeted at $128,000 to $153,000 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, 100% 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.
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What We Do
Ridgeline has a simple mission: partner with investment management firms to modernize their software. Founded by software industry entrepreneur Dave Duffield, Ridgeline is headquartered in Incline Village, Nevada.
