- Engage customer stakeholders to design and deploy strategic workflows across the investment management lifecycle
- Configure, test, and optimize the Ridgeline platform, including data migration, reconciliation, market data, custom reports, and portfolio accounting
- Develop and apply deep product and industry expertise to ensure customers realize full value from Ridgeline’s software
- Collaborate with integration consultants to align system integrations with business needs
- Partner with Product and Engineering teams to identify bugs, suggest features, and translate enhancement requests into actionable product feedback
- Create scalable tools and templates for repeatable, cost-effective customer implementations
- Take ownership of customer problems, think creatively, and drive toward resolution
- Contribute to a learning-oriented, transparent team culture by sharing insights and teaching peers
- Evangelize Ridgeline’s value proposition to external stakeholders
- Provide mentorship to junior team members as the organization scales
- Travel domestically up to 20%