Senior Project Manager, Customer Experience

Summary

Join Ridgeline as a Customer Experience Project Manager and lead enterprise cloud software implementations transforming the investment management industry. You will be the primary driver of successful project delivery, partnering with internal teams and customers to define scope, manage resources, and achieve milestones. This role demands exceptional organizational skills, consulting expertise, and a proven ability to manage multiple concurrent enterprise projects. You will work with a dynamic team focused on operational excellence, continuous learning, and utilizing cutting-edge tools. Domestic travel of 25–50% is required to support implementation and build customer relationships. Ridgeline offers competitive compensation and benefits, including unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.

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 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

Responsibilities

• 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

Preferred Qualifications

• 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

Benefits

• 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement
• Unlimited vacation
• Educational and wellness reimbursements
• $0 cost employee insurance plans