Senior Technical Consultant

Are you a curious problem‑solver who thrives at the intersection of customer service and technical delivery? Do you enjoy working closely with customers to define integration requirements and bring scalable solutions to life? Are you excited to contribute to the growth of a dynamic Integration Library and help shape the way enterprise SaaS clients connect with cutting‑edge platforms? If so, we invite you to be a part of our innovative team.

Ridgeline is looking for a Technical Consultant to join our Customer Experience team and support the implementation of robust integrations for our customers. In this highly collaborative role, you’ll work directly with customer and internal teams to define, design, and implement API‑based solutions using modern integration platforms like Workato. Your work will directly impact customer success, streamline implementation processes, and inform product direction.

This role blends technical acumen with a passion for excellent service, and offers the opportunity to leverage AI tools such as ChatGPT and Git Hub Copilot to improve integration efficiency and standardization across our platform.

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.

• Engage in technical and functional discovery sessions with customers and internal stakeholders.
• Define, document, and validate integration requirements and specifications.
• Contribute to Ridgeline’s Integration Library by developing and maintaining scalable integration assets using Workato.
• Collaborate with customers to understand their systems and design tailored integration solutions.
• Evangelize Ridgeline’s integration capabilities and articulate value propositions to external stakeholders.
• Support go‑live efforts and ensure integrations are deployed effectively and with high quality.
• Analyze customer systems and recommend improvements that enhance integration performance and scalability.
• Document customizations and implementation processes to foster knowledge sharing and continuous improvement.
• Partner cross‑functionally with Product Management and Engineering to influence roadmap priorities based on customer integration needs.

• 3+ years of experience implementing software integrations for enterprise SaaS platforms.
• Working knowledge of REST APIs and API‑based integration design.
• Experience with integration platforms such as Workato, Mulesoft, Boomi, or similar iPaaS tools.
• Proven ability to translate technical requirements into scalable and reusable solutions.
• Passion for delivering outstanding customer experiences in a technical setting.
• Strong written and verbal communication skills, particularly in explaining complex technical topics to non‑technical audiences.
• Comfort working in agile environments with tools like JIRA, Confluence, Git Hub, and Slack.
• Familiarity with data migration tools like Flatfile.io or comparable solutions.

• Experience in the Financial Services or Investment Management industry.
• Knowledge of Workato‑specific functionality such as custom connectors, recipes, and error handling.

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co‑founder of both People Soft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose‑built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

With a growing campus in Reno…