Job details

Customer Success Project Manager

Ridgeline is seeking a Customer Success Project Manager to lead end-to-end implementations of enterprise cloud software for investment management customers. The ideal candidate will have a consultative approach, innovative mindset, and collaborative spirit.

Skills

Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or related field
5+ years of experience leading investment management software implementations
Knowledge of front and back office systems, workflows, and processes in investment management
Skilled in Project Management with ability to coordinate functional and technical resources
Able to work independently with general direction and guidance

Responsibilities

Define project goals, plan scope, allocate resources, and set timelines
Lead and motivate the project team, assign tasks, and ensure collaboration
Serve as the primary point of contact for stakeholders, ensuring clear communication and managing expectations
Oversee project budget, ensuring cost-effectiveness and financial tracking
Ensure project deliverables meet quality standards and stakeholder requirements
Identify potential project risks, devise mitigation strategies, and manage issues
Assess project outcomes against objectives, analyze performance, and report to stakeholders
Directly engage in critical project tasks as necessary to support team efforts and project success

Education

Bachelor’s degree in relevant field of study

Benefits

Base salary of $115,000-$162,500
Opportunities for advancement
Participation in Company Stock Plan
Unlimited vacation
Educational and wellness reimbursements
$0 cost employee insurance plans

To read the complete job description, please click on the ‘Apply’ button

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CEO of Ridgeline

Dave Duffield

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By Ridgeline

Enterprise software simplifies complex business processes. It connects departments, eases headaches, surfaces valuable insights. We're building enterprise software designed specifically for investment managers. Our unified suite of applications, b...

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FUNDING

Other

DEPARTMENTS

Customer Support

SENIORITY LEVEL REQUIREMENT

Mid-Level

INDUSTRY

Enterprise Software & Network Solutions

TEAM SIZE