[Hiring] Senior Customer Success Manager @Ridgeline

Role Description

Are you a customer-obsessed professional who enjoys helping investment managers unlock the full value of modern technology? Do you thrive in fast-paced environments where you can manage multiple relationships, drive product adoption, and influence outcomes that directly impact customer growth and satisfaction? Are you excited to work with innovative teams and leverage AI-assisted tools to deliver scalable, high-impact customer success in a rapidly growing and stably-backed fintech environment? If so, we invite you to be a part of our innovative team.

As a Senior Customer Success Manager at Ridgeline, you will play a critical role in supporting a portfolio of investment and wealth management customers within our Growth business segment. In this role, you will help customers:

• Accelerate time-to-value
• Deepen product adoption
• Identify opportunities for growth while ensuring strong retention, referenceability, and satisfaction

Working within a collaborative team-based coverage model, you will own higher volumes of accounts and interactions by leveraging cutting-edge technologies—including AI tools like ChatGPT, Glean, and Claude Code—as well as leading CS platforms such as Salesforce and Pendo to streamline workflows, proactively surface insights, and deliver scalable yet context-aware customer outcomes.

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.

Qualifications

• 2-4+ years of experience in Customer Success, SaaS account management, consulting/professional services, or similar customer-facing roles
• Working knowledge of, and strong interest in, the financial markets and institutional/HNW investment lifecycle
• Practical understanding of common institutional investment products and security types
• Experience managing customer relationships and driving product adoption in a B2B SaaS environment
• Strong communication skills with the ability to engage both end users and executive stakeholders
• Demonstrated ability to manage multiple priorities and customer interactions in a fast-paced, hypergrowth-stage start-up environment
• Analytical mindset with the ability to interpret usage data and translate insights into customer outcomes
• Comfort leveraging modern tools and technologies—including AI platforms and agentic workflows
• Strong organizational skills and attention to detail
• Ability to collaborate cross-functionally with GTM, product, and CX teams
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain or problem space
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

Requirements

• Experience working with or for investment management software providers (Bonus)
• Comfortable working with Excel, Slack, Jira, Confluence, and customer success applications such as Salesforce and Pendo (Bonus)
• Basic understanding of AWS, APIs, and public cloud infrastructure (Bonus)
• Progress toward or completion of certifications such as CFA or CAIA (Bonus)
• Experience contributing to customer community programs, events, or advocacy initiatives (Bonus)

Benefits

• The typical starting compensation range for this role is: $104,000 to $130,000 OTE
• The typical starting compensation range for this role in select locations is: $114,000 - $143,000 OTE
• Opportunities for advancement in your career
• Participation in the Company Stock Plan
• Unlimited vacation
• Educational and wellness reimbursements
• $0 cost employee insurance plans

Company Description

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.