Customer Experience Project Manager

About the position

As a Customer Experience Project Manager at Ridgeline, you will be responsible for leading end-to-end implementations of the Ridgeline enterprise cloud software for investment management customers. You will directly interact with both internal and customer stakeholders to define and deliver an agreed upon scope of services in a project management capacity. Gravitas and exceptional organizational skills are paramount. A consultative approach, innovative mindset, and collaborative spirit will also be key as you continue your track record of successful go-lives and make a meaningful impact on an industry primed for change.

Responsibilities

• Define project goals, plan scope, allocate resources, and set timelines.
• Lead and motivate the project team, assign tasks, and ensure collaboration.
• Serve as the primary point of contact for stakeholders, ensuring clear communication and managing expectations.
• Oversee the project budget, ensuring cost-effectiveness and financial tracking.
• Ensure project deliverables meet quality standards and stakeholder requirements.
• Identify potential project risks, devise mitigation strategies, and manage any issues that arise.
• Assess project outcomes against objectives, analyze performance, and report on results to stakeholders.
• Directly engage in and complete critical project tasks as necessary to support team efforts and project success.

Requirements

• Bachelor's degree in Finance, Business, Computer Science, Information Technology, or related field of study
• 5+ years of experience leading investment management software implementations in a customer-facing role
• Investment management industry knowledge of front office and back office systems, workflows and processes (ex. portfolio accounting, performance measurement, trading, reconciliation, data, compliance, reporting, etc.)
• Skilled Project Management practitioner with a proven track record; adept at coordinating functional and technical resources
• Ability to work independently, with general direction and guidance; highly organized with excellent time management skills and the ability to manage competing priorities with a hands-on approach
• Innate curiosity and proven ability to learn new software technologies quickly
• Excellent interpersonal skills with an ability to build relationships with internal and external customer stakeholders, including senior leadership

Nice-to-haves

• Understanding of Agile principles and software development lifecycles
• Familiarity with Google Apps and/or the MS Office suite
• Comfortable leveraging tools such as Slack, JIRA/Confluence, and Mavenlink for project management and communication
• Basic understanding of AWS, APIs, and serverless technology
• Project Management certifications such as PMP, CAPM, PRINCE2 a plus

Benefits

• Unlimited vacation
• Educational and wellness reimbursements
• $0 cost employee insurance plans
• Participation in Company Stock Plan
• Opportunities for career advancement