Role Description

Are you a portfolio accounting expert who thrives on improving how investment operations teams implement technology? Do you enjoy translating complex back-office workflows like reconciliation, reporting, and client management into scalable solutions that enable teams to deliver with confidence? Are you excited to partner across Product, Consulting, and Customer teams to drive consistent, high-quality implementations for a modern investment platform? If so, we invite you to be a part of our innovative team.

As a Field Services Enablement Specialist at Ridgeline, you will serve as a subject matter expert in investment operations workflows and play a critical role in bridging Product and Consulting. Your work will directly influence how customers adopt Ridgeline’s platform, helping accelerate implementations, improve scalability, and deliver consistent outcomes. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT—to improve documentation, enablement, and operational efficiency across services teams.

The impact you will have:

• Serve as the primary subject matter expert for back-office investment workflows including reconciliation, reporting, compliance, and client management.
• Partner with Product Management to translate customer needs and field insights into actionable product improvements and roadmap priorities.
• Lead the standardization and development of scalable implementation methodologies and best practices for portfolio accounting and operational workflows.
• Provide strategic guidance on complex or enterprise-scale customer implementations to ensure consistency, quality, and successful delivery.
• Collaborate with consulting teams, sales teams, and partners to design effective solutions for sophisticated investment management organizations.
• Enable internal teams and consulting partners through training, documentation, and rollout support for new product features.
• Manage and support Back Office partner consultants by delivering onboarding, enablement sessions, and structured shadowing opportunities.
• Drive continuous improvement by capturing feedback from the field and ensuring insights inform product enhancements and implementation frameworks.
• Build scalable partner engagement frameworks that support a growing ecosystem of services and consulting partners.
• Foster a collaborative environment by sharing knowledge openly, mentoring teammates, and contributing to a culture rooted in ownership and transparency.

Qualifications

• 5+ years of hands-on experience implementing investment management software.
• At least 1 year of implementation experience with Ridgeline, with emphasis on back-office workflows.
• Deep knowledge of institutional investment operations including equities, derivatives, FX, fixed income, and structured products.
• Strong expertise in reconciliation, reporting, and portfolio accounting processes.
• Ability to refine operational workflows and drive standardization across teams and implementations.
• Excellent written and verbal communication skills with the ability to translate complex processes into clear documentation and guidance.
• Experience partnering with Product Management and influencing product design through real-world implementation insights.
• Strong curiosity, attention to detail, and passion for enabling and teaching others.
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain.
• An aptitude for problem solving and clear communication in fast-paced environments.
• Serious interest in having fun at work.

Requirements

• Bonus: Experience leading SaaS implementations in investment management environments.
• Familiarity with Agile development methodologies.
• Experience working with tools such as JIRA and Confluence.
• Experience enabling consulting partners or external implementation ecosystems.

Benefits

• The cash compensation amount for this role is targeted at $183,000-$211,000 OTE.
• Final compensation amounts are determined by multiple factors, including candidate experience and expertise.
• 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement.
• Unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.