Project Manager, Customer Experience

Ridgeline is an innovative company focused on modernizing investment management through its enterprise cloud platform. As a Project Manager within Customer Experience, you will lead end-to-end implementations, coordinating with internal teams and customer stakeholders to ensure successful project delivery and enhance client experiences.

Responsibilities:

• 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

Requirements:

• 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
• Must be work authorized in the United States without the need for employer sponsorship
• Domestic travel expected 25–50%
• 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