Senior Consultant, Back Office

Are you a customer-first thinker with deep experience in portfolio accounting and reconciliation workflows? Do you thrive in implementation roles where you get to solve complex back-office challenges across the investment lifecycle? Are you excited to contribute to an innovative FinTech company transforming an industry from the ground up? If so, we invite you to be a part of our innovative team.

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.

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 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%

What we look for:

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

Bonus:

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

CFA designation

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 bel…