Senior Consultant, Back Office San Ramon, CA

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 Fin Tech 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.

• 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%

• 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

• 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

Ridgeline is the first front‑to‑back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co‑founder of both People Soft 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…