Customer Experience Consultant

Summary

Join Ridgeline's innovative team as a seasoned professional in investment management workflows. Spearhead end-to-end implementations of Ridgeline's enterprise cloud platform for investment management clients. Collaborate with internal and external stakeholders to redefine operational workflows and enhance customer satisfaction. Leverage tools like ChatGPT and other AI platforms to ensure project efficiency and innovation. Develop expertise in the investment management domain and contribute to the creation of scalable tools and templates. Provide mentorship and act as a Ridgeline ambassador, traveling domestically up to 20%. Ridgeline offers competitive compensation and benefits, including unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.

Requirements

• Bachelor’s degree in Business, Accounting, Finance, Economics, Information Technology, or a related field
• 4+ years of experience implementing investment management software in a customer-facing capacity, with expertise in portfolio accounting, reconciliation, and reporting solutions
• Strong understanding of financial markets, including institutional and HNW investment workflows
• Proven ability to manage multiple priorities and deliver tailored training sessions effectively
• Exceptional organizational, interpersonal, and communication skills
• Proficiency in tools such as Google Apps and MS Excel

Responsibilities

• Engage customer leaders to understand, design, and implement strategic workflows across the investment management lifecycle
• Configure and test Ridgeline’s software to align with customer objectives, including data migration, reconciliation, portfolio accounting validation, and report customization
• Develop expertise in the investment management domain to ensure clients maximize the potential of Ridgeline’s solutions
• Collaborate with technical integration consultants to design, build, and deploy effective customer integrations
• Partner with engineering and product management to identify and resolve software bugs and drive the development of new features
• Contribute to the creation of scalable tools and templates that enhance data migration and integration processes
• Provide mentorship and foster a collaborative, transparent work environment rooted in continuous learning
• Act as a Ridgeline ambassador, articulating the value of the technology to external stakeholders
• Travel domestically up to 20% to foster strong customer relationships

Preferred Qualifications

• Experience with Slack, JIRA, or Confluence
• Chartered Financial Analyst designation
• Experience with Agile methodologies and project management
• Familiarity with AWS, APIs, and serverless technologies

Benefits

• Company Stock Plan
• Unlimited vacation
• Educational and wellness reimbursements
• $0 cost employee insurance plans