Field Services Enablement Specialist, Technical Consulting

Ridgeline•Reno, NY

4d•Hybrid

About The Position

As a Field Services Enablement Specialist, Technical Consulting at Ridgeline, you will serve as the subject matter expert for technical implementation methodologies and integration best practices across our services organization. You will bridge Product and Consulting by guiding implementation teams, enabling consulting partners, and developing scalable frameworks that drive consistent, high-quality technical implementations. Your work will directly influence how customers integrate with Ridgeline's platform, helping accelerate partner readiness, standardize delivery, and improve implementation quality across a growing ecosystem of consulting partners. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT, Gemini, Claude, and Glean—to improve documentation, training, implementation methodology, and operational efficiency across our services organization.

Requirements

5+ years of experience implementing enterprise SaaS solutions with a strong emphasis on technical integrations
Experience implementing B2B software, ideally within the investment management or financial services industry
Deep understanding of API-based integrations, ETL concepts, system-to-system integrations, and enterprise integration architectures
Experience with REST APIs and modern integration platforms such as Workato, MuleSoft, Boomi, or similar iPaaS solutions
Working knowledge of Python or Java used within implementation or integration environments
Experience building, standardizing, or improving implementation methodologies across multiple customer engagements
Demonstrated experience enabling, mentoring, onboarding, or training consultants, partners, or customer-facing teams
Ability to influence and drive adoption of new implementation standards without direct management authority
Strong consulting presence with excellent written and verbal communication skills and the ability to explain complex technical concepts to both technical and non-technical audiences
Experience partnering with Product Management to influence product direction through implementation insights and customer feedback
Strong curiosity, attention to detail, and passion for continuously improving implementation quality and operational efficiency
Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain
An aptitude for problem solving and clear communication in fast-paced environments
Serious interest in having fun at work

Nice To Haves

Experience implementing investment management platforms or front-, middle-, and back-office investment workflows
Familiarity with vendors and integration patterns commonly used within the investment management industry
Experience with Workato, MuleSoft, or similar enterprise integration platforms
Experience building learning programs, certification content, or enablement curriculum
Experience leading partner enablement or consulting partner ecosystems
Familiarity with Agile development methodologies and tools such as JIRA, Confluence, GitHub, and Slack

Responsibilities

Serve as the primary subject matter expert for Ridgeline's technical implementation methodology, including API integrations, ETL workflows, data migrations, and system-to-system connectivity
Partner closely with Product Management to translate new product capabilities and customer feedback into scalable implementation standards and best practices
Define, document, and continuously improve standardized implementation methodologies for technical integration workstreams across customer engagements
Build and maintain a delivery assurance framework that ensures partner-led implementations consistently meet Ridgeline's quality standards
Enable and support third-party consulting partners through onboarding, training, office hours, documentation, and structured shadowing opportunities
Develop and own technical learning paths and curriculum for Ridgeline Academy, preparing internal consultants and partner consultants to independently lead customer implementations
Provide strategic guidance for complex customer implementations, helping implementation teams navigate challenging integration architectures and technical design decisions
Collaborate with consulting teams, sales teams, and implementation partners to design scalable integration solutions for sophisticated investment management organizations
Identify implementation inefficiencies, drive process improvements, and lead change management efforts that improve consistency and scalability across the services organization
Capture feedback from customer implementations and partner engagements to influence product enhancements, implementation tooling, and delivery methodologies
Build scalable partner enablement frameworks that reduce partner ramp time and support an expanding ecosystem of implementation partners
Foster a collaborative environment by openly sharing knowledge, mentoring consultants, and promoting a culture rooted in ownership, transparency, and continuous improvement