Note: The job is a remote job and is open to candidates in USA. Ridgeline is an innovative FinTech company transforming the investment management industry. As a Senior Back Office Consultant, you will lead functional implementations of enterprise cloud software, focusing on back office transformation and engaging with clients to deliver lasting value.
Responsibilities
- Engage customer stakeholders to design and deploy strategic workflows across the investment management lifecycle
- Configure, test, and optimize the Ridgeline platform, including data migration, reconciliation, market data, custom reports, and portfolio accounting
- Develop and apply deep product and industry expertise to ensure customers realize full value from Ridgeline’s software
- Collaborate with integration consultants to align system integrations with business needs
- Partner with Product and Engineering teams to identify bugs, suggest features, and translate enhancement requests into actionable product feedback
- Create scalable tools and templates for repeatable, cost-effective customer implementations
- Take ownership of customer problems, think creatively, and drive toward resolution
- Contribute to a learning-oriented, transparent team culture by sharing insights and teaching peers
- Evangelize Ridgeline’s value proposition to external stakeholders
- Provide mentorship to junior team members as the organization scales
- Travel domestically up to 20%
Skills
- Bachelor's degree in Business, Finance, Accounting, IT, or a related field
- 4+ years of investment management software implementation experience in a customer-facing role
- Deep knowledge of portfolio accounting, reconciliation, and investment reporting workflows
- Understanding of asset classes such as equities, fixed income, derivatives, and FX
- Experience with customer training, escalations, and solution delivery
- Proven ability to manage multiple priorities independently
- Strong communication and stakeholder management skills
- Curiosity and drive to learn new technologies quickly
- High proficiency in Excel and familiarity with Google Workspace
- Serious interest in having fun at work
- You must be work authorized in the United States without the need for employer sponsorship
- Experience leading enterprise SaaS implementations
- Familiarity with Agile principles and SDLC
- Exposure to tools like Slack, JIRA, Confluence, and Kantata
- Knowledge of APIs, AWS, and serverless technologies
- CFA designation
Benefits
- Company Stock Plan subject to the applicable Stock Option Agreement
- Unlimited vacation
- Educational and wellness reimbursements
- $0 cost employee insurance plans
Company Overview