Remote opportunity at
RidgelineField Services Enablement Specialist, Technical Consulting
Ridgeline, a cloud-based software provider offering the first front-to-back system of record for investment managers, is seeking a Field Services Enablement Specialist, Technical Consulting to join…
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About This Role
Ridgeline, a cloud-based software provider offering the first front-to-back system of record for investment managers, is seeking a Field Services Enablement Specialist, Technical Consulting to join its team. Founded by Dave Duffield, the company modernizes financial technology through a single real-time data set and embedded AI. In this role, the professional will act as a subject matter expert for technical implementation methodologies, guiding integration workstreams, supporting consulting partners, and building…
Job Description
Ridgeline, a cloud-based software provider offering the first front-to-back system of record for investment managers, is seeking a Field Services Enablement Specialist, Technical Consulting to join its team. Founded by Dave Duffield, the company modernizes financial technology through a single real-time data set and embedded AI. In this role, the professional will act as a subject matter expert for technical implementation methodologies, guiding integration workstreams, supporting consulting partners, and building scalable frameworks to ensure consistent, high-quality deployments.
The position suits software integration experts who enjoy standardizing complex workflows, enabling teams, and using modern AI tools such as ChatGPT, Gemini, Claude, and Glean to enhance documentation, training, and operational efficiency. Candidates must be authorized to work in the United States without employer sponsorship.
Responsibilities
- Serve as the primary subject matter expert for implementation methodologies involving API integrations, data migrations, ETL workflows, and system-to-system connectivity.
- Collaborate with Product Management to turn product capabilities and client feedback into repeatable implementation standards.
- Create and refine standardized delivery frameworks and technical integration workstreams.
- Build a delivery assurance framework to ensure partner-led implementations adhere to quality benchmarks.
- Support third-party consulting partners via onboarding, office hours, documentation, training, and shadowing.
- Design and own technical learning paths and curriculum for Ridgeline Academy to train internal and partner consultants.
- Advise teams and partners on complex customer deployment architectures and technical design decisions.
- Partner with sales, consulting, and partner teams to design integration solutions for investment management clients.
- Identify delivery inefficiencies and lead change management efforts to boost organizational scalability.
- Channel implementation feedback back into product enhancements and delivery tooling.
Requirements
- Five or more years of experience executing enterprise SaaS implementations with a strong focus on technical integrations.
- Experience deploying business-to-business software, preferably within the financial services or investment management sector.
- Extensive knowledge of API-driven integrations, system connectivity, ETL principles, and enterprise integration patterns.
- Practical working knowledge of Java or Python applied in integration or deployment settings.
- Demonstrated background in establishing or standardizing implementation practices across various client engagements.
- Proven experience onboarding, training, mentoring, or enabling customer-facing teams and partners.
- Authorized to work in the United States without requiring employer sponsorship.
Qualifications
- Prior experience deploying investment management platforms or front, middle, and back-office investment workflows.
- Familiarity with common investment management industry vendors and integration patterns.
- Experience utilizing enterprise integration platforms such as MuleSoft, Workato, or REST APIs.
- Background in authoring learning programs, certification content, or enablement curricula.
- Experience overseeing partner enablement programs or consulting partner ecosystems.
- Familiarity with Agile frameworks and tooling including Jira, Confluence, Slack, and GitHub.
Core Skills
Benefits
- Annual base salary between USD 143,000 and 179,000, with an alternate range of USD 158,000 to 197,000 applicable in select locations like the San Francisco Bay Area and New York City Metro Area.
- Participation in the Company Stock Plan, subject to the applicable Stock Option Agreement.
- Unlimited vacation policy.
- Educational and wellness reimbursements.
- Zero-cost employee insurance plans.
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the salary range for the Field Services Enablement Specialist role?
The typical starting base salary range is USD 143,000 to 179,000. In specific locations such as the San Francisco Bay Area and New York City Metro Area, an alternate starting range of USD 158,000 to 197,000 applies.
What are the core work-authorization requirements?
Applicants must be authorized to work in the United States without the need for employer sponsorship.
What experience is required for this position?
Candidates must have at least five years of experience implementing enterprise SaaS solutions with an emphasis on technical integrations, along with a deep understanding of APIs, ETL workflows, and enterprise integration architectures.
Sample Interview Questions
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