Senior Consultant, Back Office

Role Description

As a Senior Back Office Consultant at Ridgeline, you will lead end-to-end functional implementations of our enterprise cloud software for investment management customers. You’ll act as a strategic partner to clients—designing, configuring, and deploying workflows that span the full investment lifecycle, with a focus on back office transformation. Your consultative mindset, technical curiosity, and collaborative approach will be critical to driving successful customer go-lives and delivering lasting value.

You will use cutting-edge technologies—including AI tools like ChatGPT—to improve implementation efficiency, enhance customer engagement, and accelerate adoption.

The impact you have:

• 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%.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, IT, or a related field.
• 4+ years of investment management software implementation experience in a customer-facing role.
• Deep knowledge of portfolio accounting, reconciliation, and investment reporting workflows.
• Understanding of asset classes such as equities, fixed income, derivatives, and FX.
• Experience with customer training, escalations, and solution delivery.
• Proven ability to manage multiple priorities independently.
• Strong communication and stakeholder management skills.
• Curiosity and drive to learn new technologies quickly.
• High proficiency in Excel and familiarity with Google Workspace.
• Serious interest in having fun at work.

Requirements

• Experience leading enterprise SaaS implementations (Bonus).
• Familiarity with Agile principles and SDLC (Bonus).
• Exposure to tools like Slack, JIRA, Confluence, and Kantata (Bonus).
• Knowledge of APIs, AWS, and serverless technologies (Bonus).
• CFA designation (Bonus).

Benefits

• The typical starting salary range for this role is: $104,000 - $130,000 OTE.
• Final compensation amounts are determined by multiple factors, including candidate experience and expertise.
• Opportunities for advancement in your career.
• Participation in our Company Stock Plan subject to the applicable Stock Option Agreement.
• Unlimited vacation.
• Educational and wellness reimbursements.
• $0 cost employee insurance plans.