Senior Staff Project Lead, Customer Experience

Are you a proven project leader energized by the challenge of transforming legacy processes in the investment management space? Do you enjoy aligning cross-functional teams around ambitious goals and seeing complex enterprise software implementations through to a successful go-live? Are you an organized, strategic communicator who thrives at the intersection of customer engagement, operational excellence, and technical execution? If so, we invite you to be a part of our innovative team.As a Customer Experience Project Lead at Ridgeline, you’ll be on the front lines of revolutionizing investment management technology. You’ll lead end-to-end implementations of our enterprise cloud software, directly engaging with both internal teams and customer stakeholders to define scope, plan execution, and ensure seamless delivery. Your consultative approach, gravitas, and meticulous organizational skills will be key in managing timelines, budgets, and quality—while cultivating trusted relationships. Working in a dynamic and fast-paced environment, you’ll leverage cutting-edge technologies—including AI tools like ChatGPT—to deliver exceptional outcomes and elevate the client experience.At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we’d love to meet you.You must be work authorized in the United States without the need for employer sponsorship.The impact you will haveLead end-to-end customer implementations of Ridgeline’s enterprise platform with confidence and accountabilityDefine project scope, allocate resources, and develop execution plans that align with customer goals and Ridgeline’s standardsEstablish and maintain strong communication with customer stakeholders, ensuring alignment and transparency throughout the project lifecycleIdentify, assess, and mitigate risks while fostering a problem-solving culture across cross-functional teamsManage project budgets and schedules with precision, balancing efficiency and adaptabilityContribute to a collaborative team environment by leading with resilience, positivity, and a commitment to outcomesBuild trusted relationships with both internal and external partners, influencing through clarity and integrityTake ownership of critical project tasks, stepping in hands-on when necessary to ensure delivery excellenceWhat we look forBachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field10+ years of experience leading enterprise software implementations for investment management clientsDeep understanding of investment management workflows including front and back office operationsStrong command of project management practices and methodologies; proven ability to manage cross-functional resourcesExceptional organizational and time management skills with a hands-on, proactive approach to problem-solvingStrong interpersonal skills, capable of engaging with senior leadership and managing multiple stakeholder relationshipsDemonstrated curiosity and ability to quickly learn and adapt to new technologiesWillingness to leverage AI tools such as ChatGPT to improve project efficiency and communicationDomestic travel 25–50%BonusFamiliarity with Agile principles and software development life cyclesProficiency with project management and collaboration tools like JIRA, Confluence, Mavenlink, SlackUnderstanding of cloud technology concepts including AWS, APIs, and serverless infrastructureRelevant project management certifications such as PMP, CAPM, or PRINCE2About RidgelineRidgeline is the industry cloud platform for investment management. It was founded in 2017 by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.Headquartered in Lake Tahoe with offices in Reno, NV and Manhattan, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Inc. Magazine, Glassdoor, and Northern Nevada as a “Best Place to Work” and by LinkedIn as a “Top U.S. Startup.” Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.Compensation and Benefits The typical starting salary range f