Project Lead, Customer Experience

SupportFinity™; San Ramon (CA); On-site; USD 155,000 - 180,000; Full time

Benefits offered by this job

Unlimited vacation

Educational reimbursements

$0 cost employee insurance plans

Job summary

SupportFinity™ is seeking a Project Lead to oversee enterprise cloud software implementations in investment management. You will manage project delivery, working closely with stakeholders to ensure successful execution and alignment with business goals.

The ideal candidate has over 7 years of experience and a strong understanding of investment management workflows. This position offers a competitive compensation range of $155,000 - $180,000 OTE and rich benefits, including unlimited vacation and educational reimbursements.

Qualifications

• 7+ years of experience leading investment management software implementations.
• Strong understanding of investment management workflows.
• Demonstrated ability to build trusted relationships with executive stakeholders.

Responsibilities

• Lead enterprise software implementations from kickoff through go-live.
• Define project scope, schedules, and deliverables in partnership with stakeholders.
• Monitor quality standards to ensure successful delivery outcomes.

Skills

Leadership

Organizational Skills

Consultative Skills

Communication Skills

Problem Solving

Education

Bachelor’s degree in Finance, Business, Computer Science, or related field

Tools

Slack

JIRA

Confluence

Microsoft Office

Job description

Are you an expert in orchestrating high-impact software implementations from kickoff to go-live? Do you enjoy translating complex enterprise requirements into seamless delivery plans that align teams and customers toward shared outcomes? Are you eager to help investment managers transform their operations with innovative cloud technology while delivering exceptional implementation experiences? If so, we invite you to be a part of our innovative team.

As a Project Lead within Customer Experience at Ridgeline, you will lead enterprise cloud software implementations that are transforming the investment management industry. You will serve as the primary driver of successful project delivery, partnering with both internal teams and customer stakeholders to define scope, manage resources, and achieve critical milestones. This role requires exceptional organizational strength, consultative leadership, and a track record of managing multiple concurrent enterprise projects. You will work in a fast-paced environment committed to operational excellence and continuous improvement while leveraging modern technologies—including AI-powered tools such as ChatGPT—to enhance project execution, documentation, and stakeholder communication.

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.

Domestic travel expected 25–50%.

The Impact You Will Have

• Lead enterprise software implementations from kickoff through go-live for Ridgeline’s cloud platform
• Define project scope, schedules, deliverables, and success criteria in partnership with customer and internal stakeholders
• Coordinate cross-functional teams and assign responsibilities to maintain alignment and accountability across project workstreams
• Communicate clearly with stakeholders at all levels to manage expectations, provide status updates, and elevate risks appropriately
• Manage project budgets and track financial performance to ensure transparency and alignment with forecasts
• Monitor quality standards across all phases of the project lifecycle to ensure successful delivery outcomes
• Identify and mitigate delivery risks proactively to keep implementations on track and within scope
• Facilitate retrospectives and analyze project outcomes to drive continuous improvement across delivery practices
• Contribute directly to critical project activities when needed to ensure project milestones and timelines are achieved
• Foster collaborative relationships with internal teams and customer stakeholders to strengthen implementation success
• Support the evolution of Ridgeline’s delivery frameworks and operational processes through feedback and lessons learned
• Leverage AI-powered tools such as ChatGPT and other emerging technologies to improve project documentation, communication, and execution efficiency

What We Look For

• Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field
• 7+ years of experience leading investment management software implementations in a customer-facing role
• Strong understanding of investment management workflows across front and back office including portfolio accounting, performance, trading, and compliance
• Proven experience managing enterprise software projects involving multiple stakeholders and technical workstreams
• Highly organized with strong time management and prioritization skills
• Ability to operate independently while maintaining strong collaboration with internal and external stakeholders
• Demonstrated ability to build trusted relationships with customer teams including executive stakeholders
• Strong written and verbal communication skills
• Demonstrated curiosity and ability to learn new technologies and tools quickly
• Willingness to learn about cutting‑edge technologies while cultivating expertise in the investment management domain
• An aptitude for problem solving
• Serious interest in having fun at work

Bonus

• Familiarity with Agile methodologies and SaaS development lifecycles
• Experience with collaboration tools such as Slack, JIRA, Confluence, or Mavenlink
• Basic understanding of APIs, AWS, and serverless technologies
• Project management certifications such as PMP, CAPM, or PRINCE2
• Experience working with Google Workspace or Microsoft Office tools

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 $155,000 - $180,000 OTE. 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% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.