Enable job alerts via email!
Boost your interview chances
Create a job specific, tailored resume for higher success rate.
Join a forward-thinking company as a Senior Consultant, Client Reporting Specialist, where your expertise in client reporting will be invaluable. In this role, you'll master the Client Reporting solution and become the go-to expert on Logi Report Designer. Collaborate with product and development teams to enhance reporting capabilities while guiding complex implementations. Your contributions will not only improve processes but also empower your colleagues through training and mentorship. With a strong focus on innovation and a supportive culture, this position offers significant opportunities for career advancement and impact within the organization.
Are you a client reporting expert with a knack for turning data into actionable insights? Do you have experience working with reporting tools and enjoy tackling complex implementation challenges? Are you excited to build a foundational knowledge of Ridgeline’s Client Reporting system and ultimately become the go-to expert in this space? If so, we invite you to be a part of our innovative team.
The Client Reporting Specialist role is part of the Customer Experience Back Office Consulting team at Ridgeline. This position will focus on mastering Ridgeline’s Client Reporting solution, with an emphasis on Logi Report Designer tool and Ridgeline data sets. You’ll have the opportunity to work alongside additional CX consultants on Ridgeline’s most complex implementations to develop a deep understanding of the platform and establish yourself as the organization’s expert in Logi. From there, you’ll focus on expanding our standard client report catalog, collaborating closely with product and development teams to address specialized reporting needs.
Beyond technical expertise, you’ll play a key role in knowledge sharing by developing training materials to enable others within the organization to create and update Logi reports. As you grow into the role, you’ll take on strategic responsibilities, such as providing guidance and tactical direction on personnel and team development, promoting innovation, and improving processes.
What will you do?
Required Skills and Experience
Nice-to-Haves:
Ridgeline is the industry cloud platform for investment management. It was founded 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.
With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”
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 $150,000 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.