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Senior Staff Project Lead, Customer Experience

Ridgeline
San Ramon, USAfull_timePosted 26 Jun 2026

About the role

<p data-start="218" data-end="715">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.</p> <p data-start="717" data-end="1417">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.</p> <p data-start="1419" data-end="1809">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.&nbsp;If this excites you, we’d love to meet you.</p> <p data-start="1811" data-end="1902">You must be work authorized in the United States without the need for employer sponsorship.</p> <p data-start="1909" data-end="1937"><strong data-start="1909" data-end="1937">The impact you will have</strong></p> <ul data-start="1939" data-end="2885"> <li data-start="1939" data-end="2053"> <p data-start="1941" data-end="2053">Lead end-to-end customer implementations of Ridgeline’s enterprise platform with confidence and accountability</p> </li> <li data-start="2054" data-end="2184"> <p data-start="2056" data-end="2184">Define project scope, allocate resources, and develop execution plans that align with customer goals and Ridgeline’s standards</p> </li> <li data-start="2185" data-end="2329"> <p data-start="2187" data-end="2329">Establish and maintain strong communication with customer stakeholders, ensuring alignment and transparency througho

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Company

Ridgeline

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