Senior Consultant, Back Office

Ridgeline•San Ramon, CA

5d•$104,000 - $130,000•Hybrid

About The Position

Are you a customer-first thinker with deep experience in portfolio accounting and reconciliation workflows? Do you thrive in implementation roles where you get to solve complex back-office challenges across the investment lifecycle? Are you excited to contribute to an innovative FinTech company transforming an industry from the ground up? If so, we invite you to be a part of our innovative team. As a Senior Back Office Consultant at Ridgeline, you will lead end-to-end functional implementations of our enterprise cloud software for investment management customers. You’ll act as a strategic partner to clients—designing, configuring, and deploying workflows that span the full investment lifecycle, with a focus on back office transformation. Your consultative mindset, technical curiosity, and collaborative approach will be critical to driving successful customer go-lives and delivering lasting value. You will use cutting-edge technologies—including AI tools like ChatGPT—to improve implementation efficiency, enhance customer engagement, and accelerate adoption. 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

Bachelor’s degree in Business, Finance, Accounting, IT, or a related field
4+ years of investment management software implementation experience in a customer-facing role
Deep knowledge of portfolio accounting, reconciliation, and investment reporting workflows
Understanding of asset classes such as equities, fixed income, derivatives, and FX
Experience with customer training, escalations, and solution delivery
Proven ability to manage multiple priorities independently
Strong communication and stakeholder management skills
Curiosity and drive to learn new technologies quickly
High proficiency in Excel and familiarity with Google Workspace
Serious interest in having fun at work

Nice To Haves

Experience leading enterprise SaaS implementations
Familiarity with Agile principles and SDLC
Exposure to tools like Slack, JIRA, Confluence, and Kantata
Knowledge of APIs, AWS, and serverless technologies
CFA designation

Responsibilities

Engage customer stakeholders to design and deploy strategic workflows across the investment management lifecycle
Configure, test, and optimize the Ridgeline platform, including data migration, reconciliation, market data, custom reports, and portfolio accounting
Develop and apply deep product and industry expertise to ensure customers realize full value from Ridgeline’s software
Collaborate with integration consultants to align system integrations with business needs
Partner with Product and Engineering teams to identify bugs, suggest features, and translate enhancement requests into actionable product feedback
Create scalable tools and templates for repeatable, cost-effective customer implementations
Take ownership of customer problems, think creatively, and drive toward resolution
Contribute to a learning-oriented, transparent team culture by sharing insights and teaching peers
Evangelize Ridgeline’s value proposition to external stakeholders
Provide mentorship to junior team members as the organization scales
Travel domestically up to 20%