Job Description

Are you a customer-obsessed professional who enjoys helping investment managers unlock the full value of modern technology? Do you thrive in fast-paced environments where you can manage multiple relationships, drive product adoption, and influence outcomes that directly impact customer growth and satisfaction? Are you excited to work with innovative teams and leverage AI-assisted tools to deliver scalable, high-impact customer success in a rapidly growing and stably-backed fintech environment? If so, we invite you to be a part of our innovative team.

As a Senior Customer Success Manager at Ridgeline, you will play a critical role in supporting a portfolio of investment and wealth management customers within our Growth business segment. In this role, you will help customers accelerate time-to-value, deepen product adoption, and identify opportunities for growth while ensuring strong retention, referenceability, and satisfaction. Working within a collaborative team-based coverage model, you will own higher volumes of accounts and interactions by leveraging cutting-edge technologies—including AI tools like ChatGPT, Glean, and Claude Code—as well as leading CS platforms such as Salesforce and Pendo to streamline workflows, proactively surface insights, and deliver scalable yet context-aware customer outcomes.

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.

The impact you will have:

• Build trusted relationships with investment and wealth management clients to support product adoption, satisfaction, and long-term partnership
• Guide customers through pre-implementation readiness and onboarding coordination to ensure successful deployment and rapid realization of value
• Develop and execute account plans that align product capabilities with customer business objectives
• Drive product adoption and user enablement through training sessions, workshops, and strategic guidance
• Identify and drive opportunities for revenue expansion through upsell/cross-sell opportunities and increased platform utilization
• Manage renewal cycles and retention strategies while maintaining strong customer sentiment and engagement
• Partner closely with Sales, Product, Support, and other Customer Experience teams to resolve customer issues and remove adoption barriers
• Advocate for customer needs by translating feedback and product enhancement requests into actionable insights for internal teams
• Coordinate customer reference programs, case studies, and community participation to support Ridgeline’s broader go-to-market efforts
• Facilitate executive and end-user relationships across customer organizations to deepen strategic partnerships
• Leverage data and AI-enabled tools to monitor customer health, analyze adoption trends, and proactively address risks and opportunities
• Contribute to scalable processes and continuous improvement initiatives that enhance the Growth Segment’s ability to support a high-volume customer base
• Collaborate with teammates to share knowledge, improve workflows, and strengthen a transparent, supportive team culture
• Take ownership of customer outcomes while demonstrating resilience and a growth mindset in a dynamic startup environment
• Exemplify Ridgeline’s Core Values and Security First Mindset
• Domestic travel possible up to 25% depending on location

What we look for:

• 2-4+ years of experience in Customer Success, SaaS account management, consulting/professional services, or similar customer-facing roles
• Working knowledge of, and strong interest in, the financial markets and institutional/HNW investment lifecycle with demonstrated experience performing, implementing, and/or servicing front, middle, and/or back office workflows (e.g. CRM, portfolio management, trading, recon, data management, reporting, billing, etc.)
• Practical understanding of common institutional investment products and security types (equities, funds, fixed income, structured products, derivatives, private assets, FX, etc.)
• Experience managing customer relationships and driving product adoption in a B2B SaaS environment
• Strong communication skills with the ability to engage both end users and executive stakeholders
• Demonstrated ability to manage multiple priorities and customer interactions in a fast-paced, hypergrowth-stage start-up environment
• Analytical mindset with the ability to interpret usage data and translate insights into customer outcomes
• Comfort leveraging modern tools and technologies—including AI platforms and agentic workflows—to enhance productivity and customer engagement
• Strong organizational skills and attention to detail when managing multiple accounts and initiatives
• Ability to collaborate cross-functionally with GTM, product, and CX teams
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain or problem space
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

Bonus

• Experience working with or for investment management software providers
• Comfortable working with Excel, Slack, Jira, Confluence, and customer success applications such as Salesforce and Pendo
• Basic understanding of AWS, APIs, and public cloud infrastructure
• Progress toward or completion of certifications such as CFA or CAIA
• Experience contributing to customer community programs, events, or advocacy initiatives

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”

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.

https://www.ridgelineapps.com/legal/candidate-privacy-policy

Compensation and Benefits

The typical starting compensation 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 compensation range for this role is: $104,000 to $130,000 OTE

The typical starting compensation 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.