Strategic Customer Success Manager
The Strategic Customer Success Manager at Ridgeline is a pivotal role focused on building and nurturing relationships with mid-enterprise and large investment and wealth management firms. This position involves guiding clients through the onboarding process and ensuring their long-term success with Ridgeline's cloud-native software platform. The role is integral to the Customer Success organization, collaborating closely with Sales, Product, and Support teams to align client objectives with the platform's capabilities.
Key responsibilities include developing and executing strategic account plans tailored to client business goals, driving product adoption through training and enablement sessions, and identifying opportunities for platform expansion. The manager will also oversee renewals and retention strategies, advocate for customer needs by translating feedback into actionable insights, and leverage data and AI tools to monitor client health and proactively address potential risks.
Candidates should possess at least 8 years of experience in customer success, SaaS account management, consulting, or similar client-facing roles. A strong understanding of financial markets and the investment lifecycle across front, middle, or back-office workflows is essential. Familiarity with investment products such as equities, fixed income, derivatives, funds, private assets, and foreign exchange is required. Proven ability to manage enterprise customer relationships, excellent communication skills, and an analytical mindset are also critical for success in this role.
Ridgeline offers a competitive compensation package, with the cash compensation for this role targeted at $187,000 to $234,000. Employees can participate in the Company Stock Plan and enjoy benefits such as unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. The company fosters a collaborative and high-performing culture, emphasizing values like ownership, transparency, and continuous learning.