Field Services Enablement Specialist, Data Migration

Are you a data migration expert who enjoys solving complex data challenges in investment management systems? Do you thrive on designing scalable processes that ensure portfolio accounting data, transactions, and performance history transition seamlessly into modern cloud platforms? Are you excited to collaborate with Product, Consulting, and Customer Success teams to standardize best practices and help customers successfully adopt innovative technology? If so, we invite you to be a part of our innovative team.

As a Field Services Enablement Specialist at Ridgeline, you will play a critical role in shaping how customer data moves into our platform. You will act as a subject matter expert for migration workflows, ensuring the accuracy, completeness, and scalability of start-of-day loads, transactions, and historical performance data. Working closely with Consulting, Product Management, and Customer Success, you will help design standardized migration methodologies, improve tools and documentation, and guide complex implementations. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT—to improve documentation, streamline processes, and enable teams to deliver consistent and efficient migrations.

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:

Serve as the primary subject matter expert for data migration workflows including start-of-day positions, transactions, and historical performance data

Develop and maintain standardized processes, playbooks, and tools that ensure consistent and scalable customer data migrations

Partner with Consulting teams to guide the execution of complex migrations and ensure accuracy, completeness, and reconciliation of migrated data

Collaborate with Product Management to ensure data-related features are designed with real-world implementation and deployment needs in mind

Support testing, validation, and troubleshooting efforts related to migration workflows and customer data ingestion

Enable internal teams and consulting partners through training programs, documentation, and best practice guidance for migration methodologies

Capture insights and lessons learned from customer implementations and incorporate them into improved migration frameworks and enablement materials

Lead partner enablement initiatives by onboarding and training data migration consultants within Ridgeline’s partner ecosystem

Manage partner collaboration by coordinating shadowing opportunities, aligning partners with Ridgeline methodologies, and maintaining clear communication channels

Drive continuous improvement by identifying opportunities to refine migration tooling, validation methods, and operational processes while contributing to a collaborative and transparent culture

What we look for:

5+ years of experience with data migration in investment management software implementations

At least 1 year of hands-on experience performing data migrations on the Ridgeline platform

Expertise in portfolio accounting data structures including positions, transactions, and performance history

Strong understanding of reconciliation and data validation methodologies

Experience designing and refining repeatable migration workflows, tools, and methodologies

Proven ability to collaborate with Product Management and Engineering teams to resolve complex data challenges

Exceptional attention to detail with strong analytical and documentation skills

Strong communication skills with the ability to translate technical processes into clear guidance for stakeholders

Curiosity and passion for mentoring and enabling others in data best practices

Willingness to learn about cutting-edge technologies while cultivating expertise in investment operations workflows

An aptitude for problem solving and communicating effectively in fast-paced environments

Serious interest in having fun at work

Bonus:

Exposure to APIs and data integration frameworks

Experience with AWS or serverless data processing environments

Experience supporting large-scale SaaS implementations or enterprise data migrations

Familiarity with tools such as JIRA and Confluence

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, accele…