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%

Who You Are & What Makes You Qualified:

• 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

Nice-to-Haves:

• 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 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 cash compensation amount for this role is targeted at $115,000 to $137,500 for individuals based in New York and California. 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