Project Manager, Customer Experience

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Oversee the complete implementation of projects from initiation to go-live for Ridgeline’s enterprise cloud platform.

• Establish project objectives, scope, and success metrics while creating structured delivery timelines and plans.

• Facilitate collaboration among cross-functional teams, including consulting, engineering, product, and customer stakeholders, to ensure smooth execution.

• Foster strong relationships with client stakeholders, ensuring transparency and alignment throughout the project lifecycle.

• Manage project scope, milestones, and deliverables to guarantee high-quality results and successful deployments.

• Track project budgets, schedules, and resources to ensure effective and cost-efficient delivery.

• Identify potential risks associated with projects and proactively create mitigation strategies to safeguard delivery timelines and customer results.

• Maintain open communication with internal teams and customer leadership regarding progress, risks, and significant milestones.

• Ensure that project deliverables adhere to quality standards and meet customer expectations.

• Evaluate project outcomes and delivery performance to uncover opportunities for enhancement in future implementations.

• Contribute to the ongoing improvement of Ridgeline’s implementation frameworks, delivery methodologies, and operational processes.

• Utilize AI-powered tools like ChatGPT and other innovative technologies to enhance documentation quality, communication clarity, and project management efficiency.

• Promote team collaboration and knowledge sharing across implementation programs to reinforce delivery consistency and operational excellence.

⛳️ Requirements

• A Bachelor’s degree in Finance, Business, Computer Science, Information Technology, or a related discipline.

• A minimum of 5 years of experience overseeing investment management software implementations in a customer-facing capacity.

• Extensive knowledge of front-office and back-office investment management processes, including portfolio accounting, performance measurement, trading, reconciliation, data management, compliance, and reporting.

• Proven track record in managing enterprise software implementations involving both functional and technical workstreams.

• Demonstrated capability to coordinate cross-functional teams and guide complex projects to successful conclusion.

• Strong organizational and time management abilities, with the capacity to handle competing priorities effectively.

• Ability to work autonomously with minimal supervision while ensuring strong collaboration with stakeholders.

• Excellent interpersonal and relationship-building skills, enabling effective collaboration with both internal teams and customer leadership.

• A demonstrated curiosity and capability to rapidly learn new technologies and software platforms.

• Experience in communicating project status, risks, and recommendations to executive stakeholders.

• A willingness to explore cutting-edge technologies while developing expertise in the investment management field.

• Strong problem-solving skills.

• Effective communication capabilities.

• A genuine interest in having fun at work.

🏝️ Benefits

• Unlimited vacation.

• Educational and wellness reimbursements.

• $0 cost employee insurance plans.

• Company Stock Plan.