Strategic Customer Success Manager

Are you an experienced customer success professional who thrives on building trusted relationships with sophisticated investment management clients? Do you enjoy partnering with enterprise stakeholders to drive product adoption, measurable outcomes, and long-term value? Are you excited to operate at the intersection of financial services, SaaS, and AI-powered technology while shaping strategic customer journeys? If so, we invite you to be a part of our innovative team.

Requirements

• Build trusted relationships with investment and wealth management clients to drive adoption, satisfaction, and long-term partnership
• Guide customers through onboarding and implementation readiness to accelerate time-to-value
• Develop and execute strategic account plans aligned to client business objectives and measurable outcomes
• Drive product adoption through training, enablement sessions, and ongoing strategic guidance
• Identify and advance expansion opportunities through increased platform utilization and cross-functional alignment
• Manage renewals and retention strategies while maintaining strong customer sentiment and engagement
• Partner with Sales, Product, Support, and Customer Experience teams to resolve issues and remove adoption barriers
• Advocate for customer needs by translating feedback into actionable insights for internal teams
• Enable customer advocacy through references, case studies, and community engagement
• Build executive and end-user relationships to deepen strategic alignment and long-term value
• Leverage data and AI-enabled tools to monitor health, analyze trends, and proactively mitigate risk
• Collaborate with teammates to share knowledge and continuously improve processes and workflows
• Take ownership of customer outcomes while demonstrating resilience and a growth mindset
• Exemplify Ridgeline’s core values and maintain a strong security-first mindset

Benefits

• unlimited vacation
• educational and wellness reimbursements
• $0 cost employee insurance plans
• Company Stock Plan