Teams at Ridgeline

Manage a portfolio of investment and wealth management customers to drive product adoption, onboarding, renewals, and expansion. Use AI and CS platforms to monitor customer health, deliver trainings and workshops, translate feedback to product, coordinate cross-functional resources, and contribute to scalable processes that improve retention and satisfaction.

Manage a portfolio of mid-enterprise investment and wealth management clients to drive onboarding, adoption, renewals, upsell, and retention. Develop account plans, deliver training and workshops, analyze usage and health with AI-enabled tools, coordinate cross-functional teams, advocate product feedback, and support customer reference programs. Domestic travel up to 25%.

Lead end-to-end enterprise software implementations in the investment management space, ensuring alignment among cross-functional teams, managing risks, and fostering relationships with stakeholders.