Senior Consultant, Back Office

Ridgeline•Reno, NV

2d•$104,000 - $143,000•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 investment lifecycle, with a focus on back-office transformation. The role uses tools including AI technologies such as ChatGPT to improve implementation efficiency, customer engagement, and adoption. You will configure and test software, support data ingestion and migration, optimize reconciliations, configure market and reference data sources, customize reports, compare performance and composites, and validate portfolio accounting across transaction types, account structures, and asset classes. You will work with customer leaders, technical integration consultants, Customer Success, Engineering, and Product Management to deliver successful customer go-lives and lasting value. Domestic travel of 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/HNW 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 several priorities with a hands-on approach.
Excellent time-management skills and ability to meet deadlines in a fast-paced, evolving environment.
Excellent 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

Specific experience with portfolio accounting, reconciliation, and investment reporting solutions.
Project management skills and/or experience leading successful enterprise SaaS implementations.
Understanding of Agile principles and software development lifecycles.
Experience coaching customers on technology stacks, tools, and processes.
Familiarity 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, test, and drive customer adoption of Ridgeline software, including data ingestion and migration, reconciliation optimization, market and reference data source configuration, report customization, performance and composite comparisons, and portfolio accounting validation.
Develop deep expertise in the investment management domain and Ridgeline software, and help customers make full use of its products and workflows.
Collaborate with technical integration consultants on designing, building, testing, and deploying customer integrations.
Partner with Engineering and Product Management to identify and resolve product bugs, recommend features, and translate customer enhancement requests into actionable requirements.
Work with Customer Success to develop tools and templates for scalable, efficient data migration and integrations.
Think creatively, take ownership of problems, find solutions, and communicate clearly.
Contribute to a collaborative culture of learning, teaching, and transparency.
Promote Ridgeline technology and articulate its value to external stakeholders.
Mentor and coach peer consultants as the Customer Experience organization grows.
Exemplify Ridgeline’s Core Values and Security First Mindset.