Field Services Enablement Specialist, Technical Consulting

Ridgeline • Reno, NY

2d

About The Position

Ridgeline is seeking a Field Services Enablement Specialist to serve as the subject matter expert for technical implementation methodologies and integration best practices across its services organization. The role bridges Product and Consulting by guiding implementation teams, enabling consulting partners, and developing scalable frameworks that support consistent, high-quality technical implementations. The work influences how customers integrate with Ridgeline’s platform and helps accelerate partner readiness, standardize delivery, and improve implementation quality across a growing partner ecosystem.

The specialist partners with Product Management, consulting teams, sales teams, customers, and implementation partners. They develop technical learning paths and curriculum, support partner onboarding and training, provide guidance on complex implementations, and use AI tools such as ChatGPT, Gemini, Claude, and Glean to improve documentation, training, implementation methodology, and operational efficiency. Candidates must be authorized to work in the United States without employer sponsorship.

Requirements

• At least 5 years of experience implementing enterprise SaaS solutions, with a strong emphasis on technical integrations.
• Experience implementing B2B software; experience in investment management or financial services is ideal.
• Deep understanding of API-based integrations, ETL concepts, system-to-system integrations, and enterprise integration architectures.
• Working knowledge of Python or Java in 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 and excellent written and verbal communication skills, including the ability to explain complex technical concepts to technical and non-technical audiences.
• Experience partnering with Product Management to influence product direction through implementation insights and customer feedback.
• Curiosity, attention to detail, and a commitment to improving implementation quality and operational efficiency.
• Willingness to learn about emerging technologies while developing expertise in a business domain.
• Problem-solving ability and clear communication in fast-paced environments.
• Authorization to work in the United States without employer sponsorship.

Nice To Haves

• Experience implementing investment management platforms or front-, middle-, and back-office investment workflows.
• Familiarity with vendors and integration patterns used in the investment management industry.
• Experience with REST APIs, 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 technical implementation methodology, including API integrations, ETL workflows, data migrations, and system-to-system connectivity.
• Partner with Product Management to translate product capabilities and customer feedback into scalable implementation standards and best practices.
• Define, document, and continuously improve standardized methodologies for technical integration workstreams across customer engagements.
• Build and maintain a delivery assurance framework to ensure partner-led implementations meet Ridgeline’s quality standards.
• Enable and support third-party consulting partners through onboarding, training, office hours, documentation, and structured shadowing.
• Develop and own technical learning paths and curriculum for Ridgeline Academy to prepare internal and partner consultants to lead implementations independently.
• Provide strategic guidance to implementation teams addressing complex integration architectures and technical design decisions.
• Collaborate with consulting teams, sales teams, and implementation partners to design scalable integration solutions for investment management organizations.
• Identify implementation inefficiencies, drive process improvements, and lead change management efforts to improve consistency and scalability.
• Capture feedback from customer implementations and partner engagements to inform product enhancements, implementation tooling, and delivery methodologies.
• Build scalable partner enablement frameworks that reduce partner ramp time and support an expanding ecosystem.
• Share knowledge, mentor consultants, and promote ownership, transparency, and continuous improvement.

Benefits

• Unlimited vacation.
• Educational reimbursements.
• Wellness reimbursements.
• $0-cost employee insurance plans.
• Participation in the Company Stock Plan, subject to the applicable Stock Option Agreement.
• Opportunities for career advancement and impact on the product.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed