Is the Project Lead, Customer Experience position at Ridgeline fully remote?

Yes, this Project Lead, Customer Experience position at Ridgeline is a remote position. The role is available for candidates in United States.

Is this a full-time or part-time Project Lead, Customer Experience role?

This is a full-time Project Lead, Customer Experience position at Ridgeline.

What is the salary range for the Project Lead, Customer Experience position?

The salary range for this Project Lead, Customer Experience role is $155k - $180k.

How do I apply for the Project Lead, Customer Experience position at Ridgeline?

You can apply for this Project Lead, Customer Experience position by clicking the "Apply Now" button on this page, which will take you to Ridgeline's application portal.

Project Lead, Customer Experience at Ridgeline

United States

$155k - $180k

Are you an expert in orchestrating high-impact software implementations from kickoff to go-live? Do you enjoy translating complex enterprise requirements into seamless delivery plans that align teams and customers toward shared outcomes? Are you eager to help investment managers transform their operations with innovative cloud technology while delivering exceptional implementation experiences? If so, we invite you to be a part of our innovative team. As a Project Lead within Customer Experience at Ridgeline, you will lead enterprise cloud software implementations that are transforming the investment management industry. You will serve as the primary driver of successful project delivery, partnering with both internal teams and customer stakeholders to define scope, manage resources, and achieve critical milestones. This role requires exceptional organizational strength, consultative leadership, and a track record of managing multiple concurrent enterprise projects. You will work in a fast-paced environment committed to operational excellence and continuous improvement while leveraging modern technologies—including AI-powered tools such as ChatGPT—to enhance project execution, documentation, and stakeholder communication. 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. Domestic travel expected 25–50%. <h4 data-section-id="1if4pz4" data-start="1892" data-end="1923">The impact you will have:</h4> <ul data-start="1925" data-end="3389"> <li data-section-id="xj1k20" data-start="1925" data-end="2029"> Lead enterprise software implementations from kickoff through go-live for Ridgeline’s cloud platform </li> <li data-section-id="1slxjnx" data-start="2030" data-end="2156"> Define project scope, schedules, deliverables, and success criteria in partnership with customer and internal stakeholders </li> <li data-section-id="1tspa7d" data-start="2157" data-end="2290"> Coordinate cross-functional teams and assign responsibilities to maintain alignment and accountability across project workstreams </li> <li data-section-id="gzjiza" data-start="2291" data-end="2427"> Communicate clearly with stakeholders at all levels to manage expectations, provide status updates, and escalate risks appropriately </li> <li data-section-id="1kgu97s" data-start="2428" data-end="2538"> Manage project budgets and track financial performance to ensure transparency and alignment with forecasts </li> <li data-section-id="nphhzc" data-start="2539" data-end="2650"> Monitor quality standards across all phases of the project lifecycle to ensure successful delivery outcomes </li> <li data-section-id="1l6acey" data-start="2651" data-end="2753"> Identify and mitigate delivery risks proactively to keep implementations on track and within scope </li> <li data-section-id="1hix17c" data-start="2754" data-end="2870"> Facilitate retrospectives and analyze project outcomes to drive continuous improvement across delivery practices </li> <li data-section-id="tlq2tj" data-start="2871" data-end="2993"> Contribute directly to critical project activities when needed to ensure project milestones and timelines are achieved </li> <li data-section-id="146aew" data-start="2994" data-end="3115"> Foster collaborative relationships with internal teams and customer stakeholders to strengthen implementation success </li> <li data-section-id="y28pi5" data-start="3116" data-end="3239"> Support the evolution of Ridgeline’s delivery frameworks and operational processes through feedback and lessons learned </li> <li data-section-id="z0c31q" data-start="3240" data-end="3389"> Leverage AI-powered tools such as ChatGPT and other emerging technologies to improve project documentation, communication, and execution efficiency </li> </ul> <h4 data-section-id="8zr1so" data-start="3396" data-end="3419">What we look for:</h4> <ul data-start="3421" data-end="4580"> <li data-section-id="yn0nez" data-start="3421" data-end="3525"> Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field </li> <li data-section-id="1ts9qb4" data-start="3526" data-end="3633"> 7+ years of experience leading investment management software implementations in a customer-facing role </li> <li data-section-id="1cz2hy1" data-start="3634" data-end="3791"> Strong understanding of investment management workflows across front and back office including portfolio accounting, performance, trading, and compliance </li> <li data-section-id="1cn2r5r" data-start="3792" data-end="3909"> Proven experience managing enterprise software projects involving multiple stakeholders and technical workstreams </li> <li data-section-id="19kpidr" data-start="3910" data-end="3984"> Highly organized with strong time management and prioritization skills </li> <li data-section-id="16qy9g0" data-start="3985" data-end="4100"> Ability to operate independently while maintaining strong collaboration with internal and external stakeholders </li> <li data-section-id="n0rawr" data-start="4101" data-end="4209"> Demonstrated ability to build trusted relationships with customer teams including executive stakeholders </li> <li data-section-id="1syne7v" data-start="4210" data-end="4260"> Strong written and verbal communication skills </li> <li data-section-id="wnb6nv" data-start="4261" data-end="4343"> Demonstrated curiosity and ability to learn new technologies and tools quickly </li> <li data-section-id="ge8ywx" data-start="4344" data-end="4464"> Willingness to learn about cutting-edge technologies while cultivating expertise in the investment management domain </li> <li data-section-id="9ug2kd" data-start="4465" data-end="4500"> An aptitude for problem solving </li> <li data-section-id="9yyxac" data-start="4501" data-end="4539"> Ability to communicate effectively </li> <li data-section-id="11898sb" data-start="4540" data-end="4580"> Serious interest in having fun at work </li> </ul> <h4 data-section-id="12dcta1" data-start="4587" data-end="4599">Bonus:</h4> <ul data-start="4601" data-end="4962"> <li data-section-id="w4jwaz" data-start="4601" data-end="4673"> Familiarity with Agile methodologies and SaaS development lifecycles </li> <li data-section-id="1ct7fx5" data-start="4674" data-end="4759"> Experience with collaboration tools such as Slack, JIRA, Confluence, or Mavenlink </li> <li data-section-id="xhnexi" data-start="4760" data-end="4825"> Basic understanding of APIs, AWS, and serverless technologies </li> <li data-section-id="1ubj0ec" data-start="4826" data-end="4893"> Project management certifications such as PMP, CAPM, or PRINCE2 </li> <li data-section-id="ns1y1n" data-start="4894" data-end="4962"> Experience working with Google Workspace or Microsoft Office tools </li> </ul> About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded in 2017 by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.  Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before. Headquartered in Lake Tahoe with offices in Reno, NV and Manhattan, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Inc. Magazine, Glassdoor, and Northern Nevada as a “Best Place to Work” and by LinkedIn as a “Top U.S. Startup.”  Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Compensation and Benefits  The cash compensation amount for this role is targeted at $155,000 - $180,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.  As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our <a href="https://www.ridgelineapps.com/about/careers">Careers page</a> for a more comprehensive overview of our perks and benefits. #LI-Remote

Apply Now

Remote Opportunity

Project Lead, Customer Experience

Q: What are the main requirements for the Project Lead, Customer Experience role?

Key requirements include: Expertise in orchestrating high-impact software implementations, Ability to translate complex enterprise requirements into seamless delivery plans, Strong organizational strength, consultative leadership, and project management skills, and more.

Join Ridgeline as a staff professional working remotely from United States. Explore the role, benefits, and apply in one place.

Project Lead, Customer Experience

Ridgeline

Full Time

$155k - $180k

6 months ago

United States

Customer Success

Staff

Project Leadership

Software Implementation

Customer Experience

+5 more

Job Description

Are you an expert in orchestrating high-impact software implementations from kickoff to go-live? Do you enjoy translating complex enterprise requirements into seamless delivery plans that align teams and customers toward shared outcomes? Are you eager to help investment managers transform their operations with innovative cloud technology while delivering exceptional implementation experiences? If so, we invite you to be a part of our innovative team.

As a Project Lead within Customer Experience at Ridgeline, you will lead enterprise cloud software implementations that are transforming the investment management industry. You will serve as the primary driver of successful project delivery, partnering with both internal teams and customer stakeholders to define scope, manage resources, and achieve critical milestones. This role requires exceptional organizational strength, consultative leadership, and a track record of managing multiple concurrent enterprise projects. You will work in a fast-paced environment committed to operational excellence and continuous improvement while leveraging modern technologies—including AI-powered tools such as ChatGPT—to enhance project execution, documentation, and stakeholder communication.

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.

Domestic travel expected 25–50%.

The impact you will have:

Lead enterprise software implementations from kickoff through go-live for Ridgeline’s cloud platform
Define project scope, schedules, deliverables, and success criteria in partnership with customer and internal stakeholders
Coordinate cross-functional teams and assign responsibilities to maintain alignment and accountability across project workstreams
Communicate clearly with stakeholders at all levels to manage expectations, provide status updates, and escalate risks appropriately
Manage project budgets and track financial performance to ensure transparency and alignment with forecasts
Monitor quality standards across all phases of the project lifecycle to ensure successful delivery outcomes
Identify and mitigate delivery risks proactively to keep implementations on track and within scope
Facilitate retrospectives and analyze project outcomes to drive continuous improvement across delivery practices
Contribute directly to critical project activities when needed to ensure project milestones and timelines are achieved
Foster collaborative relationships with internal teams and customer stakeholders to strengthen implementation success
Support the evolution of Ridgeline’s delivery frameworks and operational processes through feedback and lessons learned
Leverage AI-powered tools such as ChatGPT and other emerging technologies to improve project documentation, communication, and execution efficiency

What we look for:

Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field
7+ years of experience leading investment management software implementations in a customer-facing role
Strong understanding of investment management workflows across front and back office including portfolio accounting, performance, trading, and compliance
Proven experience managing enterprise software projects involving multiple stakeholders and technical workstreams
Highly organized with strong time management and prioritization skills
Ability to operate independently while maintaining strong collaboration with internal and external stakeholders
Demonstrated ability to build trusted relationships with customer teams including executive stakeholders
Strong written and verbal communication skills
Demonstrated curiosity and ability to learn new technologies and tools quickly
Willingness to learn about cutting-edge technologies while cultivating expertise in the investment management domain
An aptitude for problem solving
Ability to communicate effectively
Serious interest in having fun at work

Bonus:

Familiarity with Agile methodologies and SaaS development lifecycles
Experience with collaboration tools such as Slack, JIRA, Confluence, or Mavenlink
Basic understanding of APIs, AWS, and serverless technologies
Project management certifications such as PMP, CAPM, or PRINCE2
Experience working with Google Workspace or Microsoft Office tools

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded in 2017 by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

Headquartered in Lake Tahoe with offices in Reno, NV and Manhattan, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Inc. Magazine, Glassdoor, and Northern Nevada as a “Best Place to Work” and by LinkedIn as a “Top U.S. Startup.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Compensation and Benefits

The cash compensation amount for this role is targeted at $155,000 - $180,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.

In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

#LI-Remote

Requirements

Expertise in orchestrating high-impact software implementations
Ability to translate complex enterprise requirements into seamless delivery plans
Strong organizational strength, consultative leadership, and project management skills
Experience in managing multiple concurrent enterprise projects
Ability to communicate clearly with stakeholders at all levels
Capacity to manage project budgets and track financial performance
Proactive identification and mitigation of delivery risks

Skills

Project Leadership

Software Implementation

Customer Experience

Cloud Technology

Scope Definition

Resource Management

Stakeholder Management

Enterprise Requirements Translation

Ready to Apply?

Join Ridgeline today

Salary Range

$155k - $180k

Posted 6 months ago

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