Implementation Consultant - Remote

Overview

Are you a seasoned professional with a deep understanding of investment management workflows, eager to revolutionize back-office operations? Do you excel at configuring enterprise software solutions to address complex customer needs? Are you ready to be at the forefront of transforming how investment management firms manage their data and processes?

In Short

• Engage customer leaders to understand, design, and implement strategic workflows across the investment management lifecycle.
• Configure and test Ridgeline’s software to align with customer objectives, including data migration, reconciliation, portfolio accounting validation, and report customization.
• Develop expertise in the investment management domain to ensure clients maximize the potential of Ridgeline’s solutions.
• Collaborate with technical integration consultants to design, build, and deploy effective customer integrations.
• Partner with engineering and product management to identify and resolve software bugs and drive the development of new features.
• Contribute to the creation of scalable tools and templates that enhance data migration and integration processes.
• Provide mentorship and foster a collaborative, transparent work environment rooted in continuous learning.
• Act as a Ridgeline ambassador, articulating the value of the technology to external stakeholders.
• Travel domestically up to 20% to foster strong customer relationships.

Requirements

• Bachelor’s degree in Business, Accounting, Finance, Economics, Information Technology, or a related field.
• 4+ years of experience implementing investment management software in a customer-facing capacity, with expertise in portfolio accounting, reconciliation, and reporting solutions.
• Strong understanding of financial markets, including institutional and HNW investment workflows.
• Proven ability to manage multiple priorities and deliver tailored training sessions effectively.
• Exceptional organizational, interpersonal, and communication skills.
• Proficiency in tools such as Google Apps and MS Excel; experience with Slack, JIRA, or Confluence is a plus.
• A serious interest in innovation and having fun at work.

Benefits

• Unlimited vacation.
• Educational and wellness reimbursements.
• $0 cost employee insurance plans.
• Participation in the Company Stock Plan.
• Opportunities for career advancement.