Senior Staff Project Lead, Customer Experience

Are you a proven project leader energized by the challenge of transforming legacy processes in the investment management space? Do you enjoy aligning cross-functional teams around ambitious goals and seeing complex enterprise software implementations through to a successful go-live? Are you an organized, strategic communicator who thrives at the intersection of customer engagement, operational excellence, and technical execution? If so, we invite you to be a part of our innovative team.

As a Customer Experience Project Lead at Ridgeline, you’ll be on the front lines of revolutionizing investment management technology. You’ll lead end-to-end implementations of our enterprise cloud software, directly engaging with both internal teams and customer stakeholders to define scope, plan execution, and ensure seamless delivery. Your consultative approach, gravitas, and meticulous organizational skills will be key in managing timelines, budgets, and quality—while cultivating trusted relationships. Working in a dynamic and fast-paced environment, you’ll leverage cutting-edge technologies—including AI tools like ChatGPT—to deliver exceptional outcomes and elevate the client 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

• Lead end-to-end customer implementations of Ridgeline’s enterprise platform with confidence and accountability

• Define project scope, allocate resources, and develop execution plans that align with customer goals and Ridgeline’s standards

• Establish and maintain strong communication with customer stakeholders, ensuring alignment and transparency throughout the project lifecycle

• Identify, assess, and mitigate risks while fostering a problem-solving culture across cross-functional teams

• Manage project budgets and schedules with precision, balancing efficiency and adaptability

• Contribute to a collaborative team environment by leading with resilience, positivity, and a commitment to outcomes

• Build trusted relationships with both internal and external partners, influencing through clarity and integrity

• Take ownership of critical project tasks, stepping in hands-on when necessary to ensure delivery excellence

What we look for

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

• 10+ years of experience leading enterprise software implementations for investment management clients

• Deep understanding of investment management workflows including front and back office operations

• Strong command of project management practices and methodologies; proven ability to manage cross-functional resources

• Exceptional organizational and time management skills with a hands-on, proactive approach to problem-solving

• Strong interpersonal skills, capable of engaging with senior leadership and managing multiple stakeholder relationships

• Demonstrated curiosity and ability to quickly learn and adapt to new technologies

• Willingness to leverage AI tools such as ChatGPT to improve project efficiency and communication

• Domestic travel 25–50%

Bonus

• Familiarity with Agile principles and software development life cycles

• Proficiency with project management and collaboration tools like JIRA, Confluence, Mavenlink, Slack

• Understanding of cloud technology concepts including AWS, APIs, and serverless infrastructure

• Relevant project management certifications such as PMP, CAPM, or PRINCE2

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 

Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. 

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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