Strategic Customer Success Manager - Remote

Overview

As a Strategic Customer Success Manager at Ridgeline, you will play a pivotal role in ensuring investment management firms fully leverage the Ridgeline cloud-native software platform, driving sustained user adoption and maximizing customer value.

In Short

• Engage with customer leaders to improve business workflows.
• Drive user adoption and change management efforts.
• Coordinate new feature implementation and customer engagement initiatives.
• Develop expertise in Ridgeline’s product and investment management domain.
• Partner with products and engineering teams for customer needs.
• Facilitate customer calls and executive briefings.
• Maintain customer health reporting and Salesforce CRM hygiene.
• Collaborate with various teams to build a scalable CS business.
• Provide mentorship to peer consultants.
• Travel domestically up to 25%.

Requirements

• Bachelor’s degree in relevant fields.
• 8+ years in customer success or technical account management.
• Strong knowledge of financial markets and investment workflows.
• Experience in implementing business processes and user training.
• Ability to handle customer escalations professionally.
• Excellent time management and organizational skills.
• Interpersonal skills to build relationships with stakeholders.
• Proficiency in Google Apps and MS Office.
• Curiosity and ability to learn new technologies quickly.
• Ability to work independently with guidance.

Benefits

• Unlimited vacation policy.
• Educational and wellness reimbursements.
• $0 cost employee insurance plans.
• Participation in the Company Stock Plan.
• Opportunities for career advancement.
• Supportive and innovative work environment.
• Fast-growing, people-first company culture.
• Recognition as a top workplace.
• Community-minded and equal opportunity workplace.