Ridgeline

Ridgeline

Senior Consultant, Back Office

San Ramon, CA; New York, NY · Senior

Sponsorship not specified$104k-$130kDetected 26 days ago
AWSJiraConfluenceStakeholder ManagementAccountingExcelRecruitingHRISCommunicationCollaborationMentoring

About the role

  • Do you thrive in implementation roles where you get to solve complex back-office challenges across the investment lifecycle?
  • Your consultative mindset, technical curiosity, and collaborative approach will be critical to driving successful customer go-lives and delivering lasting value.

Requirements

  • Are you a customer-first thinker with deep experience in portfolio accounting and reconciliation workflows?
  • You must be work authorized in the United States without the need for employer sponsorship.
  • 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
  • Experience with customer training, escalations, and solution delivery

Nice to have

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

Compensation

  • 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.
  • $104,000 - $130,000 OTE.
  • The typical starting salary range for this role in the
  • $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.

Benefits

  • 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.

Visa & Work Authorization

  • You must be work authorized in the United States without the need for employer sponsorship.

This listing is sourced directly from Ridgeline's careers page and normalized into a canonical job model.