Senior Staff Project Lead, Customer Experience

Are you a proven project leader energized by the challenge of transforming legacy processes in the investment management space? Do you enjoy aligning cross-functional teams around ambitious goals and seeing complex enterprise software implementations through to a successful go-live? Are you an organized, strategic communicator who thrives at the intersection of customer engagement, operational excellence, and technical execution?

If so, we invite you to be a part of our innovative team. As a Customer Experience Project Lead at Ridgeline, you’ll be on the front lines of revolutionizing investment management technology. You’ll lead end-to-end implementations of our enterprise cloud software, directly engaging with both internal teams and customer stakeholders to define scope, plan execution, and ensure seamless delivery.

Your consultative approach, gravitas, and meticulous organizational skills will be key in managing timelines, budgets, and quality—while cultivating trusted relationships. Working in a dynamic and fast-paced environment, you’ll leverage cutting-edge technologies—including AI tools like ChatGPT—to deliver exceptional outcomes and elevate the client experience. 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. The impact you will have Lead end-to-end customer implementations of Ridgeline’s enterprise platform with confidence and accountability Define project scope, allocate resources, and develop execution plans that align with customer goals and Ridgeline’s standards Establish and maintain strong communication with customer stakeholders, ensuring alignment and transparency throughout the project lifecycle Identify, assess, and mitigate risks while fostering a problem-solving culture across cross-functional teams Manage project budgets and schedules with precision, balancing efficiency and adaptability Contribute to a collaborative team environment by leading with resilience, positivity, and a commitment to outcomes Build trusted relationships with both internal and external partners, influencing through clarity and integrity Take ownership of critical project tasks, stepping in hands-on when necessary to ensure delivery excellence What we look for Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field 10+ years of experience leading enterprise software implementations for investment management clients Deep understanding of investment management workflows including front and back office operations Strong command of project management practices and methodologies; proven ability to manage cross-functional resources Exceptional organizational and time management skills with a hands-on, proactive approach to problem-solving Strong interpersonal skills, capable of engaging with senior leadership and managing multiple stakeholder relationships Demonstrated curiosity and ability to quickly learn and adapt to new technologies Willingness to leverage AI tools such as ChatGPT to improve project efficiency and communication Domestic travel 25–50% Bonus Familiarity with Agile principles and software development life cycles Proficiency with project management and collaboration tools like JIRA, Confluence, Mavenlink, Slack Understanding of cloud technology concepts including AWS, APIs, and serverless infrastructure Relevant project management certifications such as PMP, CAPM, or PRINCE2 About Ridgeline Ridgeline is the first front-to-back system of record for investment managers.