Field Services Enablement Specialist, Back Office

Are you a portfolio accounting expert who thrives on improving how investment operations teams implement technology? Do you enjoy translating complex back-office workflows like reconciliation, reporting, and client management into scalable solutions that enable teams to deliver with confidence? Are you excited to partner across Product, Consulting, and Customer teams to drive consistent, high-quality implementations for a modern investment platform? If so, we invite you to be a part of our innovative team.

As a Field Services Enablement Specialist at Ridgeline, you will serve as a subject matter expert in investment operations workflows and play a critical role in bridging Product and Consulting. You will guide implementation teams, standardize delivery frameworks, and ensure that customer needs are reflected in product improvements and implementation methodologies. Your work will directly influence how customers adopt Ridgeline’s platform, helping accelerate implementations, improve scalability, and deliver consistent outcomes. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT—to improve documentation, enablement, and operational efficiency across services teams.

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 back-office investment workflows including reconciliation, reporting, compliance, and client management
• Partner with Product Management to translate customer needs and field insights into actionable product improvements and roadmap priorities
• Lead the standardization and development of scalable implementation methodologies and best practices for portfolio accounting and operational workflows
• Provide strategic guidance on complex or enterprise-scale customer implementations to ensure consistency, quality, and successful delivery
• Collaborate with consulting teams, sales teams, and partners to design effective solutions for sophisticated investment management organizations
• Enable internal teams and consulting partners through training, documentation, and rollout support for new product features
• Manage and support Back Office partner consultants by delivering onboarding, enablement sessions, and structured shadowing opportunities
• Drive continuous improvement by capturing feedback from the field and ensuring insights inform product enhancements and implementation frameworks
• Build scalable partner engagement frameworks that support a growing ecosystem of services and consulting partners
• Foster a collaborative environment by sharing knowledge openly, mentoring teammates, and contributing to a culture rooted in ownership and transparency

What we look for:

• 5+ years of hands-on experience implementing investment management software
• At least 1 year of implementation experience with Ridgeline, with emphasis on back-office workflows
• Deep knowledge of institutional investment operations including equities, derivatives, FX, fixed income, and structured products
• Strong expertise in reconciliation, reporting, and portfolio accounting processes
• Ability to refine operational workflows and drive standardization across teams and implementations
• Excellent written and verbal communication skills with the ability to translate complex processes into clear documentation and guidance
• Experience partnering with Product Management and influencing product design through real-world implementation insights
• Strong curiosity, attention to detail, and passion for enabling and teaching others
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain
• An aptitude for problem solving and clear communication in fast-paced environments
• Serious interest in having fun at work

Bonus:

• Experience leading SaaS implementations in investment management environments
• Familiarity with Agile development methodologies
• Experience working with tools such as JIRA and Confluence
• Experience enabling consulting partners or external implementation ecosystems

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.

In 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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