Customer Success Project Manager

As a Customer Success Project Manager at Ridgeline, you will be responsible for leading end-to-end implementations of the Ridgeline enterprise cloud software for investment management customers. You will directly interact with both internal and customer stakeholders to define and deliver an agreed upon scope of services in a project management capacity. Gravitas and exceptional organizational skills are paramount. A consultative approach, innovative mindset, and collaborative spirit will also be key as you continue your track record of successful go-lives and make a meaningful impact on an industry primed for change.

What You’ll Do:

• Project Planning and Design: Define project goals, plan scope, allocate resources, and set timelines.
• Team Leadership: Lead and motivate the project team, assign tasks, and ensure collaboration.
• Stakeholder Communication: Serve as the primary point of contact for stakeholders, ensuring clear communication and managing expectations.
• Budget Management: Oversee the project budget, ensuring cost-effectiveness and financial tracking.
• Quality Control: Ensure project deliverables meet quality standards and stakeholder requirements.
• Risk Management: Identify potential project risks, devise mitigation strategies, and manage any issues that arise.
• Project Evaluation: Assess project outcomes against objectives, analyze performance, and report on results to stakeholders.
• Hands-On Task Execution: Directly engage in and complete critical project tasks as necessary to support team efforts and project success.
• Domestic travel 25-50%

Desired Skills and Experience

• Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or related field of study
• 5+ years of experience leading investment management software implementations in a customer-facing role
• Investment management industry knowledge of front office and back office systems, workflows and processes (ex. portfolio accounting, performance measurement, trading, reconciliation, data, compliance, reporting, etc.)
• Skilled Project Management practitioner with a proven track record; adept at coordinating functional and technical resources 
• Ability to work independently, with general direction and guidance; highly organized with excellent time management skills and the ability to manage competing priorities with a hands-on approach
• Innate curiosity and proven ability to learn new software technologies quickly
• Excellent interpersonal skills with an ability to build relationships with internal and external customer stakeholders, including senior leadership

Bonus:

• Understanding of Agile principles and software development lifecycles
• Familiarity with Google Apps and/or the MS Office suite
• Comfortable leveraging tools such as Slack, JIRA/Confluence, and Mavenlink for project management and communication
• Basic understanding of AWS, APIs, and serverless technology
• Project Management certifications such as PMP, CAPM, PRINCE2 a plus

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 

[For New York and California Based Only]

The cash compensation amount for this role is targeted at $115,000-$162,500. 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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