Field Services Enablement Specialist, Data Migration

Are you a data migration expert who enjoys solving complex data challenges in investment management systems? Do you thrive on designing scalable processes that ensure portfolio accounting data, transactions, and performance history transition seamlessly into modern cloud platforms? Are you excited to collaborate with Product, Consulting, and Customer Success teams to standardize best practices and help customers successfully adopt innovative technology? If so, we invite you to be a part of our innovative team.

As a Field Services Enablement Specialist at Ridgeline, you will play a critical role in shaping how customer data moves into our platform. You will act as a subject matter expert for migration workflows, ensuring the accuracy, completeness, and scalability of start-of-day loads, transactions, and historical performance data. Working closely with Consulting, Product Management, and Customer Success, you will help design standardized migration methodologies, improve tools and documentation, and guide complex implementations. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT—to improve documentation, streamline processes, and enable teams to deliver consistent and efficient migrations.

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 will have:

• Serve as the primary subject matter expert for data migration workflows including start-of-day positions, transactions, and historical performance data
• Develop and maintain standardized processes, playbooks, and tools that ensure consistent and scalable customer data migrations
• Partner with Consulting teams to guide the execution of complex migrations and ensure accuracy, completeness, and reconciliation of migrated data
• Collaborate with Product Management to ensure data-related features are designed with real-world implementation and deployment needs in mind
• Support testing, validation, and troubleshooting efforts related to migration workflows and customer data ingestion
• Enable internal teams and consulting partners through training programs, documentation, and best practice guidance for migration methodologies
• Capture insights and lessons learned from customer implementations and incorporate them into improved migration frameworks and enablement materials
• Lead partner enablement initiatives by onboarding and training data migration consultants within Ridgeline’s partner ecosystem
• Manage partner collaboration by coordinating shadowing opportunities, aligning partners with Ridgeline methodologies, and maintaining clear communication channels
• Drive continuous improvement by identifying opportunities to refine migration tooling, validation methods, and operational processes while contributing to a collaborative and transparent culture

What we look for:

• 5+ years of experience with data migration in investment management software implementations
• At least 1 year of hands-on experience performing data migrations on the Ridgeline platform
• Expertise in portfolio accounting data structures including positions, transactions, and performance history
• Strong understanding of reconciliation and data validation methodologies
• Experience designing and refining repeatable migration workflows, tools, and methodologies
• Proven ability to collaborate with Product Management and Engineering teams to resolve complex data challenges
• Exceptional attention to detail with strong analytical and documentation skills
• Strong communication skills with the ability to translate technical processes into clear guidance for stakeholders
• Curiosity and passion for mentoring and enabling others in data best practices
• Willingness to learn about cutting-edge technologies while cultivating expertise in investment operations workflows
• An aptitude for problem solving and communicating effectively in fast-paced environments
• Serious interest in having fun at work

Bonus:

• Exposure to APIs and data integration frameworks
• Experience with AWS or serverless data processing environments
• Experience supporting large-scale SaaS implementations or enterprise data migrations
• Familiarity with tools such as JIRA and Confluence

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 below.

The typical starting salary range for this role is: $187,000-$234,000 OTE.

The typical starting salary range for this role in the select locations listed above is: $205,000-$257,000 OTE.

Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.

n addition to the base salary, Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

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