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Project Lead, Customer Experience

1 month, 1 week ago
United States
Full-time
Senior
Implementation Consultant
Project and Program Management
Agile AWS Confluence JIRA Serverless
Apply Now
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Professional Services
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Description

  • Lead enterprise software implementations from kickoff through go-live for Ridgeline’s cloud platform.
  • Define project scope, schedules, deliverables, and success criteria with customer and internal stakeholders.
  • Coordinate cross-functional teams and assign responsibilities across project workstreams.
  • Communicate status, manage expectations, and escalate risks to stakeholders at all levels.
  • Manage project budgets and track financial performance against forecasts.
  • Monitor quality standards throughout the project lifecycle to support successful delivery outcomes.
  • Identify and mitigate delivery risks proactively to keep implementations on track and within scope.
  • Facilitate retrospectives and analyze project outcomes to improve delivery practices.
  • Contribute directly to critical project activities when needed to meet milestones and timelines.
  • Support the evolution of delivery frameworks and operational processes through feedback and lessons learned.

Requirements

  • 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 collaborating effectively 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 cutting-edge technologies while building expertise in the investment management domain.
  • Aptitude for problem solving.
  • Ability to work in the United States without employer sponsorship.
  • Ability to travel domestically 25–50%.
  • Familiarity with Agile methodologies and SaaS development lifecycles (bonus).
  • Experience with collaboration tools such as Slack, JIRA, Confluence, or Mavenlink (bonus).
  • Basic understanding of APIs, AWS, and serverless technologies (bonus).
  • Project management certifications such as PMP, CAPM, or PRINCE2 (bonus).
  • Experience working with Google Workspace or Microsoft Office tools (bonus).

Benefits

  • Typical starting salary range of $143,000–$179,000 OTE, or $158,000–$197,000 OTE in select locations.
  • Company Stock Plan subject to the applicable Stock Option Agreement.
  • Unlimited vacation.
  • Educational reimbursements.
  • Wellness reimbursements.
  • $0 cost employee insurance plans.
  • Opportunities for career advancement.
  • Remote work opportunity indicated by #LI-Remote.

Interested in this position?

Apply directly on the company website

Apply Now

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