Ridgeline

The Industry Cloud Platform for Investment Management

Project Manager, Customer Experience

Project ManagerProject ManagerFull TimeRemoteTeam 201-500Since 2017H1B SponsorCompany SiteLinkedIn

Location

California + 2 moreAll locations: California, Nevada, New York

Posted

1 day ago

Salary

$127K - $152K / year

Bachelor Degree5 yrs expEnglishCloud

Job Description

• Lead end-to-end implementation projects from kickoff through go-live for Ridgeline’s enterprise cloud platform • Define project goals, scope, and success criteria while establishing structured delivery plans and timelines • Coordinate cross-functional teams including consulting, engineering, product, and customer stakeholders to ensure seamless execution • Build strong relationships with client stakeholders while maintaining transparency and alignment throughout project lifecycles • Manage project scope, milestones, and deliverables to ensure high-quality outcomes and successful deployments • Monitor project budgets, timelines, and resources to ensure efficient and cost-effective delivery • Identify potential project risks and proactively develop mitigation strategies to protect delivery timelines and customer outcomes • Maintain clear communication with internal teams and customer leadership regarding progress, risks, and key milestones • Ensure project deliverables meet quality standards and customer expectations • Analyze project outcomes and delivery performance to identify improvement opportunities for future implementations • Contribute to continuous improvement of Ridgeline’s implementation frameworks, delivery methodologies, and operational processes • Leverage AI-powered tools such as ChatGPT and other emerging technologies to improve documentation quality, communication clarity, and project management efficiency • Support team collaboration and knowledge sharing across implementation programs to strengthen delivery consistency and operational excellence

Job 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 knowledge of front-office and back-office investment management workflows including portfolio accounting, performance measurement, trading, reconciliation, data management, compliance, and reporting
  • Proven experience managing enterprise software implementations with both functional and technical workstreams
  • Demonstrated ability to coordinate cross-functional teams and drive complex projects to successful completion
  • Strong organizational and time management skills with the ability to manage competing priorities
  • Ability to work independently with limited direction while maintaining strong collaboration with stakeholders
  • Excellent interpersonal and relationship-building skills with the ability to work effectively with both internal teams and customer leadership
  • Demonstrated curiosity and ability to quickly learn new technologies and software platforms
  • Experience communicating project status, risks, and recommendations to executive stakeholders
  • Willingness to learn about cutting-edge technologies while cultivating expertise in the investment management domain
  • An aptitude for problem solving
  • Ability to communicate effectively
  • Serious interest in having fun at work.

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

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