Project Manager, Customer Experience
Ridgeline · New York, NY
- Hybrid
- Full-time
- $130,000 / year
- New York, NY
Job highlights
- Lead enterprise software implementations end-to-end.
- Coordinate cross-functional teams for seamless execution.
- Build strong client relationships and manage expectations.
- Leverage AI for enhanced project efficiency.
- Drive operational improvements in implementation processes.
About the role
Project Manager, Customer Experience
Are you an expert in orchestrating high-impact enterprise software implementations from kickoff to go-live? Do you enjoy translating complex requirements into structured delivery plans that bring teams and customers together? Are you eager to help investment managers transform their operations using modern cloud technology while delivering exceptional implementation experiences? If so, we invite you to be a part of our innovative team.
As a Project Manager within Customer Experience at Ridgeline, you will lead end-to-end implementations of Ridgeline’s enterprise cloud platform for investment management firms. You will partner closely with both internal teams and customer stakeholders to define scope, drive delivery, and ensure successful go-lives across complex enterprise programs. In this role, you will guide implementation strategy, coordinate cross-functional execution, and leverage modern technologies—including AI-powered tools such as ChatGPT and other emerging solutions—to enhance project planning, documentation, communication, and delivery efficiency.
At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we’d love to meet you!
You must be work authorized in the United States without the need for employer sponsorship.
Domestic travel expected 25–50%.
The Impact You Will Have
- Lead end-to-end implementation projects from kickoff through go-live for Ridgeline’s enterprise cloud platform
- Define project goals, scope, and success criteria while establishing structured delivery plans and timelines
- Coordinate cross-functional teams including consulting, engineering, product, and customer stakeholders to ensure seamless execution
- Build strong relationships with client stakeholders while maintaining transparency and alignment throughout project lifecycles
- Manage project scope, milestones, and deliverables to ensure high-quality outcomes and successful deployments
- Monitor project budgets, timelines, and resources to ensure efficient and cost-effective delivery
- Identify potential project risks and proactively develop mitigation strategies to protect delivery timelines and customer outcomes
- Maintain clear communication with internal teams and customer leadership regarding progress, risks, and key milestones
- Ensure project deliverables meet quality standards and customer expectations
- Analyze project outcomes and delivery performance to identify improvement opportunities for future implementations
- Contribute to continuous improvement of Ridgeline’s implementation frameworks, delivery methodologies, and operational processes
- Leverage AI-powered tools such as ChatGPT and other emerging technologies to improve documentation quality, communication clarity, and project management efficiency
- Support team collaboration and knowledge sharing across implementation programs to strengthen delivery consistency and operational excellence
What We Look For
- Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related field
- 5+ years of experience leading investment management software implementations in a customer-facing role
- Strong knowledge of front-office and back-office investment management workflows including portfolio accounting, performance measurement, trading, reconciliation, data management, compliance, and reporting
- Proven experience managing enterprise software implementations with both functional and technical workstreams
- Demonstrated ability to coordinate cross-functional teams and drive complex projects to successful completion
- Strong organizational and time management skills with the ability to manage competing priorities
- Ability to work independently with limited direction while maintaining strong collaboration with stakeholders
- Excellent interpersonal and relationship-building skills with the ability to work effectively with both internal teams and customer leadership
- Demonstrated curiosity and ability to quickly learn new technologies and software platforms
- Experience communicating project status, risks, and recommendations to executive stakeholders
- Willingness to learn about cutting-edge technologies while cultivating expertise in the investment management domain
- An aptitude for problem solving
- Ability to communicate effectively
- Serious interest in having fun at work
Bonus
- Understanding of Agile principles and SaaS development lifecycles
- Familiarity with Google Workspace and/or Microsoft Office tools
- Experience using collaboration and delivery tools such as Slack, JIRA, Confluence, or Mavenlink
- Basic understanding of AWS, APIs, and serverless technologies
- Project management certifications such as PMP, CAPM, or PRINCE2
About Ridgeline
Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.
Compensation And Benefits
The typical starting salary range for new hires in this role is listed below. In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below.
The typical starting salary range for this role is: $104,000-$130,000 OTE.
The typical starting salary range for this role in the select locations listed above is: $114,000-$143,000 OTE.
Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.
Key skills/competency
- Project Management
- Customer Experience
- Enterprise Software Implementation
- Investment Management
- Cloud Technology
- AI-powered Tools
- Cross-functional Coordination
- Stakeholder Management
- Risk Mitigation
- Agile Methodologies
Skills & topics
- Project Manager
- Customer Experience
- Enterprise Software
- Implementation
- Investment Management
- Cloud Technology
- AI
- SaaS
- Project Management
- Finance
How to get hired
- Tailor your resume: Highlight experience in investment management software implementation and customer-facing roles, emphasizing leadership and project management skills.
- Showcase technical aptitude: Detail your familiarity with front-office/back-office workflows and any experience with cloud technologies or AI tools.
- Emphasize collaboration: Provide examples of how you've coordinated cross-functional teams and managed stakeholder relationships effectively.
- Research Ridgeline's culture: Understand their values like ownership, growth, and transparency to align your application and interview responses.
- Prepare for case studies: Be ready to discuss past project challenges, your problem-solving approach, and how you ensure quality and customer satisfaction.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the typical career path for a Project Manager, Customer Experience at Ridgeline?
- At Ridgeline, Project Managers in Customer Experience have opportunities for advancement. You can grow into senior project management roles, program management, or even leadership positions within the Customer Experience or other departments. The company encourages career development and provides opportunities to make a significant impact on the product and client success.
- How does Ridgeline utilize AI in its project management roles?
- Ridgeline actively leverages AI-powered tools like ChatGPT and other emerging solutions to enhance project management. This includes improving documentation quality, streamlining communication, and increasing overall delivery efficiency. As a Project Manager, you'll be expected to utilize these tools to optimize project planning and execution.
- What is the expected travel percentage for the Project Manager, Customer Experience role?
- Domestic travel is expected for this role, estimated to be between 25% and 50%. This travel will be necessary to collaborate with clients and internal teams to ensure successful project implementations across various locations.
- What are the key performance indicators (KPIs) for a Project Manager at Ridgeline?
- Key performance indicators for a Project Manager at Ridgeline would likely include successful project delivery within scope, on time, and on budget. Other important metrics would be client satisfaction, quality of deliverables, effective risk management, and contributions to improving implementation methodologies. Your ability to coordinate cross-functional teams and leverage AI tools for efficiency will also be assessed.
- What kind of training or development opportunities are available for Project Managers at Ridgeline?
- Ridgeline offers opportunities for advancement and development. Employees have access to educational and wellness reimbursements, and the company culture encourages continuous learning. You'll have the chance to cultivate expertise in investment management and learn about cutting-edge technologies, contributing to your professional growth.
- How does Ridgeline's culture as a 'Best Workplace for Innovators' influence the Project Manager role?
- Ridgeline's culture of innovation means Project Managers are encouraged to think creatively, embrace new technologies like AI, and find efficient solutions. The emphasis on ownership, growth, and transparency empowers you to take initiative, solve complex problems, and contribute to improving implementation frameworks and delivery methodologies.