Senior Technical Consultant

Summary

Join Ridgeline's Customer Experience team as a Technical Consultant to implement robust integrations for clients. You will collaborate with customers and internal teams to define, design, and implement API-based solutions using platforms like Workato. Your work will directly impact customer success and streamline implementation processes. This role requires technical skills and a passion for excellent service, leveraging AI tools to improve efficiency. You will engage in technical discovery, define integration requirements, contribute to Ridgeline’s Integration Library, and collaborate on go-live efforts. You will also analyze customer systems, recommend improvements, and document processes for knowledge sharing. Partnering with Product Management and Engineering to influence roadmap priorities based on customer needs is also a key aspect of this role.

Requirements

• 3+ years of experience implementing software integrations for enterprise SaaS platforms
• Working knowledge of REST APIs and API-based integration design
• Experience with integration platforms such as Workato, Mulesoft, Boomi, or similar iPaaS tools
• Proven ability to translate technical requirements into scalable and reusable solutions
• Passion for delivering outstanding customer experiences in a technical setting
• Strong written and verbal communication skills, particularly in explaining complex technical topics to non-technical audiences
• Comfort working in agile environments with tools like JIRA, Confluence, GitHub, and Slack
• Familiarity with data migration tools like Flatfile.io or comparable solutions

Responsibilities

• Engage in technical and functional discovery sessions with customers and internal stakeholders
• Define, document, and validate integration requirements and specifications
• Contribute to Ridgeline’s Integration Library by developing and maintaining scalable integration assets using Workato
• Collaborate with customers to understand their systems and design tailored integration solutions
• Evangelize Ridgeline’s integration capabilities and articulate value propositions to external stakeholders
• Support go-live efforts and ensure integrations are deployed effectively and with high quality
• Analyze customer systems and recommend improvements that enhance integration performance and scalability
• Document customizations and implementation processes to foster knowledge sharing and continuous improvement
• Partner cross-functionally with Product Management and Engineering to influence roadmap priorities based on customer integration needs

Preferred Qualifications

• Experience in the Financial Services or Investment Management industry
• Knowledge of Workato-specific functionality such as custom connectors, recipes, and error handling
• Background in scripting or light programming (e.g., JavaScript, Python)

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