Director, Education Services

Ridgeline•San Ramon, CA

3d•$221,000 - $260,000•Hybrid

About The Position

As the Director of Education Services at Ridgeline, you will lead and scale a growing learning organization responsible for training CX employees, services partners, and customer end-users on our modern, enterprise-grade AI platform for investment and wealth management. Reporting to the Director of Customer Success and Education Services, you will oversee a high-performing team while shaping the strategy, structure, technology stack, and commercial model of Ridgeline’s evolving education offerings. You will design scalable programs, define success metrics, and ensure operational excellence to deliver meaningful customer outcomes and business impact. You will leverage modern learning methodologies and AI-enabled tools—including ChatGPT and Claude—to enhance program design, improve efficiency, and elevate learning experiences across our ecosystem. 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.

Requirements

10+ years of experience building and scaling education programs within B2B SaaS organizations
Experience with investment management software or enterprise fintech platforms preferred
Demonstrated ownership of P&L or revenue-generating education services
Proven success defining and tracking KPIs such as adoption, ARR impact, and learner outcomes
Experience leading teams across curriculum development, content creation, and instruction
Strong strategic planning and organizational design capabilities
Experience translating complex technical concepts into structured learning programs
Excellent communication and stakeholder management skills
Familiarity with LMS platforms and modern learning technologies
Experience leveraging AI tools such as ChatGPT, Claude, or similar platforms
Ability to thrive in a fast-paced, evolving environment
Willingness to learn and adapt while building domain expertise
Strong problem-solving aptitude
Genuine enthusiasm for building engaging and impactful learning experiences

Nice To Haves

Knowledge of financial markets and the investment management lifecycle
Experience building certification programs and structured learning academies
Experience with 360Learning LMS
Experience using Pendo for in-app training and guidance

Responsibilities

Define and execute the strategic vision for Education Services aligned to customer success and company growth
Lead and grow a team of instructors and content experts while fostering a culture of ownership and collaboration
Develop education services into a high-impact profit center with clear financial goals and measurable outcomes
Establish KPIs to evaluate program effectiveness, learner success, and revenue performance
Design scalable programs including certifications, onboarding, and role-based academies
Collaborate with cross-functional leaders to ensure alignment with product adoption and customer outcomes
Guide curriculum strategy and influence instructional design best practices
Build repeatable processes that improve quality, consistency, and scalability of program delivery
Hire, develop, and retain top talent while nurturing a transparent and growth-oriented team environment
Communicate strategy, progress, and insights with clarity across stakeholders
Identify and expand new revenue opportunities through innovative education offerings
Apply AI tools and emerging technologies to enhance learning experiences and operational efficiency
Contribute to a resilient, driven, and forward-thinking culture that reflects Ridgeline’s values