Customer Experience Consultant - Back Office

August 20

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Ridgeline

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The Industry Cloud Platform for Investment Management

Software Development • AWS • Investment management • Fintech • Software engineering

201 - 500

Description

• Responsible for end-to-end functional implementations of the Ridgeline enterprise cloud software for investment management customers • Directly interact with both internal and customer stakeholders to define and deliver an agreed upon scope of services • Engage customer leaders to understand, design and deploy strategic business workflows across the full spectrum of the investment management lifecycle • Configure, test, and drive adoption of the Ridgeline software as an extension of the customer’s team • Develop and apply deep expertise in the investment management domain and all aspects of Ridgeline’s software • Collaborate with technical integration consultants on your project team to support their efforts • Partner with Ridgeline’s engineering and product management teams to identify and resolve product bugs • Collaborate with Customer Success team members to iteratively build the tools and templates • Evangelize Ridgeline’s technology and articulate the value to external stakeholders • Provide mentorship and coaching to peer consultants • Exemplify Ridgeline’s Core Values and Security First Mindset • Domestic travel expected 20%

Requirements

• Bachelor’s degree in Business, Accounting, Finance, Economics, Information Technology, or related field of study • 4+ years of experience implementing investment management software in a customer-facing role; specific experience with portfolio accounting, reconciliation, and investment reporting solutions preferred • In-depth understanding of institutional instrument types (equities, funds, fixed income, structured products, derivatives, and FX) • Strong knowledge of and interest in the financial markets and institutional/HNW investment lifecycle with an emphasis on middle/back-office workflows • Experience implementing scalable and repeatable business processes, educating customers on industry best practices, and delivering tailored user training • Experience handling customer escalations with exemplary patience, poise and professionalism • Passion for delivering world-class customer service • Ability to work independently, with general direction and guidance • Innate curiosity and proven ability to learn new software technologies quickly • Highly organized with the ability to manage several priorities with a hands-on approach • Excellent time management skills and ability to meet deadlines in an evolving, fast-paced environment • Excellent interpersonal skills with an ability to build relationships with internal and external customer stakeholders • Demonstrated ability to communicate complex concepts clearly, concisely, and confidently • Familiarity with Google Apps and/or the MS Office suite, including strong Excel proficiency • Serious interest in having fun at work

Benefits

• Unlimited vacation • Educational and wellness reimbursements • $0 cost employee insurance plans