Engage customer stakeholders to design and deploy strategic workflows across the investment management lifecycle
Configure, test, and optimize the Ridgeline platform, including data migration, reconciliation, market data, custom reports, and portfolio accounting
Develop and apply deep product and industry expertise to ensure customers realize full value from Ridgeline’s software
Collaborate with integration consultants to align system integrations with business needs
Partner with Product and Engineering teams to identify bugs, suggest features, and translate enhancement requests into actionable product feedback
Create scalable tools and templates for repeatable, cost-effective customer implementations
Take ownership of customer problems, think creatively, and drive toward resolution
Contribute to a learning-oriented, transparent team culture by sharing insights and teaching peers
Evangelize Ridgeline’s value proposition to external stakeholders
Provide mentorship to junior team members as the organization scales
Travel domestically up to 20%

Bachelor’s degree in Business, Finance, Accounting, IT, or a related field
4+ years of investment management software implementation experience in a customer-facing role
Deep knowledge of portfolio accounting, reconciliation, and investment reporting workflows
Understanding of asset classes such as equities, fixed income, derivatives, and FX
Experience with customer training, escalations, and solution delivery
Proven ability to manage multiple priorities independently
Strong communication and stakeholder management skills
Curiosity and drive to learn new technologies quickly
High proficiency in Excel and familiarity with Google Workspace
Serious interest in having fun at work.

Senior Consultant, Back Office

Key skills