Senior Project Manager, Customer Experience

Ridgeline • Reno, NY

22h • Remote

About The Position

As a Customer Experience Senior Project Manager at Ridgeline, you will lead end-to-end implementations of Ridgeline’s enterprise cloud software for investment management customers. You will work directly with internal and customer stakeholders to define and deliver an agreed scope of services in a project management capacity. Success requires gravitas, exceptional organizational skills, a consultative approach, an innovative mindset, and a collaborative spirit. You will help deliver successful go-lives and contribute to modernizing the investment management industry. The role includes domestic travel of 25–50%. Candidates must be authorized to work in the United States without employer sponsorship.

Ridgeline describes its culture as one where employees act like owners, choose growth over comfort, communicate transparently, assume positive intent, bias toward action, and bring solutions. The company says it celebrates wins, learns from setbacks, and values a resilient, collaborative, high-performing culture.

Requirements

• Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field.
• 5+ years of experience leading investment management software implementations in a customer-facing role.
• Knowledge of investment management front-office and back-office systems, workflows, and processes, such as portfolio accounting, performance measurement, trading, reconciliation, data, compliance, and reporting.
• Proven project management capability and experience coordinating functional and technical resources.
• Ability to work independently with general direction and guidance.
• Strong organization and time-management skills, with the ability to manage competing priorities using a hands-on approach.
• Curiosity and demonstrated ability to learn new software technologies quickly.
• Excellent interpersonal skills and ability to build relationships with internal and external customer stakeholders, including senior leadership.
• Authorization to work in the United States without employer sponsorship.
• Willingness to undertake domestic travel of 25–50%.

Nice To Haves

• Understanding of Agile principles and software development lifecycles.
• Familiarity with Google Apps and/or the MS Office suite.
• Comfort using Slack, JIRA/Confluence, and Mavenlink for project management and communication.
• Basic understanding of AWS, APIs, and serverless technology.
• Project management certifications such as PMP, CAPM, or PRINCE2.

Responsibilities

• Define project goals, scope, resource allocation, and timelines.
• Lead and motivate the project team, assign tasks, and promote collaboration.
• Serve as the primary stakeholder contact, communicate clearly, and manage expectations.
• Oversee project budgets, cost-effectiveness, and financial tracking.
• Ensure deliverables meet quality standards and stakeholder requirements.
• Identify project risks, develop mitigation strategies, and manage issues.
• Evaluate project outcomes against objectives, analyze performance, and report results to stakeholders.
• Personally execute critical project tasks as needed to support the team and project success.
• Lead end-to-end implementations of Ridgeline enterprise cloud software for investment management customers.
• Work with internal and customer stakeholders to define and deliver the agreed scope of services.

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: Senior