Senior Consultant, Back Office

Ridgeline•Reno, NV

1d•Remote

About The Position

As a Senior Back Office Consultant at Ridgeline, you will lead end-to-end functional implementations of the company’s enterprise cloud software for investment management customers. You will act as a strategic partner to clients, designing, configuring, and deploying workflows across the full investment lifecycle, with an emphasis on back-office transformation. The role uses technical and consultative skills to support customer go-lives and lasting adoption, including the use of AI tools such as ChatGPT to improve implementation efficiency and customer engagement. The consultant develops deep expertise in investment management and Ridgeline’s software, partners with customer and internal teams, and helps resolve product issues and shape feature requests. The role also contributes to reusable migration and integration tools, mentors peer consultants, and represents Ridgeline’s technology to stakeholders. Domestic travel of approximately 20% is expected.

Requirements

Bachelor’s degree in Business, Accounting, Finance, Economics, Information Technology, or a related field.
At least 4 years of experience implementing investment management software in a customer-facing role.
In-depth understanding of institutional instrument types, including equities, funds, fixed income, structured products, derivatives, and foreign exchange.
Strong knowledge of and interest in financial markets and the institutional or high-net-worth investment lifecycle, especially middle- and back-office workflows.
Experience implementing scalable, repeatable business processes, educating customers on industry best practices, and delivering tailored user training.
Experience handling customer escalations with patience, poise, and professionalism.
Strong customer-service orientation.
Ability to work independently with general direction and guidance.
Curiosity and demonstrated ability to learn new software technologies quickly.
Strong organization and ability to manage multiple priorities with a hands-on approach.
Excellent time management and ability to meet deadlines in a fast-paced, evolving environment.
Strong interpersonal skills and ability to build relationships with internal and external stakeholders.
Ability to communicate complex concepts clearly, concisely, and confidently.
Familiarity with Google Apps and/or Microsoft Office, including strong Excel proficiency.

Nice To Haves

Experience with portfolio accounting, reconciliation, and investment reporting solutions.
Project management skills and/or experience leading successful implementations of enterprise SaaS solutions.
Understanding of Agile principles and software development lifecycles.
Experience coaching customers on technology stacks, tooling, and processes.
Comfort working with Slack, JIRA/Confluence, and professional services applications such as Kantata.
Basic understanding of AWS, APIs, and serverless technology.
Chartered Financial Analyst designation.

Responsibilities

Engage customer leaders to understand, design, and deploy strategic business workflows across the investment management lifecycle.
Configure and test Ridgeline software and drive customer adoption, including data ingestion and migration, reconciliation optimization, market and reference data source configuration, report customization, performance and composite comparisons, and portfolio accounting validation.
Develop and apply deep expertise in investment management and Ridgeline software, ensuring customers make full use of the product and its workflows.
Collaborate with technical integration consultants to support the design, building, testing, and deployment of customer integrations.
Partner with engineering and product management to identify and resolve product bugs, recommend features, and document customer enhancement requests as actionable requirements.
Work with Customer Success colleagues to develop tools and templates for scalable, efficient data migration and integrations.
Own problems, seek solutions, and communicate clearly.
Contribute to a collaborative culture of learning, teaching, and transparency.
Evangelize Ridgeline’s technology and explain its value to external stakeholders.
Mentor and coach peer consultants.
Exemplify Ridgeline’s Core Values and Security First Mindset.