Senior Consultant, Back Office
Ridgeline · San Ramon, California, US
Are you a customer-first thinker with deep experience in portfolio accounting and reconciliation workflows? Do you thrive in implementation roles where you g...
Job description
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 commun...