Project Lead, Customer Experience

Are you an expert in orchestrating high-impact software implementations from kickoff to go-live? Do you enjoy translating complex enterprise requirements into seamless delivery plans? Are you eager to make your mark in an industry ready for disruption, helping investment managers reimagine their operations with innovative cloud technology? If so, we invite you to be a part of our innovative team.

As a Lead Project Manager at Ridgeline, you will lead enterprise cloud software implementations that are transforming the investment management industry. You’ll serve as the primary driver of successful project delivery, partnering with both internal teams and customer stakeholders to define scope, manage resources, and hit critical milestones. This role requires exceptional organizational strength, consultative finesse, and a track record of managing multiple, concurrent enterprise projects. You’ll be joining a dynamic team committed to operational excellence, continuous learning, and cutting-edge tools, including AI solutions like ChatGPT, to enhance project execution and stakeholder engagement.

What will you do?

• Define project scope, schedule, deliverables, and success criteria in partnership with customer and internal stakeholders

• Lead cross-functional project teams, assign responsibilities, and maintain high levels of engagement and accountability

• Communicate clearly with stakeholders at all levels to manage expectations, provide updates, and escalate risks appropriately

• Manage project budgets, track actuals vs. forecasts, and ensure financial transparency throughout the engagement

• Monitor quality standards and enforce delivery excellence across all project phases

• Identify and mitigate risks proactively to keep projects on track and within scope

• Conduct retrospectives and assess project outcomes to inform continuous improvement

• Contribute directly to critical project tasks when needed to ensure delivery timelines are met

• Travel domestically 25–50% to support implementation milestones and foster strong customer relationships

Desired Skills and Experience

• Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field

• 7+ years of experience leading investment management software implementations in a customer-facing role

• Strong understanding of investment management workflows across front and back office (e.g., portfolio accounting, performance, trading, compliance)

• Proven ability to manage enterprise software projects with multiple stakeholders and technical components

• Highly organized and self-sufficient with strong time management and prioritization skills

• Demonstrated ability to build trust and collaborate with internal and external teams, including executive stakeholders

• Quick learner with a curious mindset and ability to ramp up on new technologies and tools

• Excellent written and verbal communication skills

Bonus:

• Familiarity with Agile project methodologies and software development lifecycles

• Proficiency with tools like Slack, JIRA/Confluence, and Mavenlink

• Basic understanding of APIs, AWS, and serverless technologies

• Project Management certifications (e.g., PMP, CAPM, PRINCE2)

• Experience working with Google Workspace or Microsoft Office

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded in 2017 by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building a modern platform in the public cloud, purpose-built for the investment management industry to empower business like never before. 

Headquartered in Lake Tahoe with offices in Reno, Manhattan, 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 LinkedIn as a “Top U.S. Startup,” 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 cash compensation amount for this role is targeted at $155,000 to $180,000 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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