Strategic Customer Success Manager

As a Strategic Customer Success Manager at Ridgeline, you will build trusted relationships with investment and wealth management clients, drive product adoption, and identify expansion opportunities. You will leverage cutting-edge technologies to deliver proactive, high-impact customer engagement at scale.

Requirements

• 8+ years of experience in Customer Success, SaaS account management, consulting, or similar client-facing roles
• Strong understanding of financial markets and the institutional or HNW investment lifecycle across front, middle, or back office workflows
• Familiarity with investment products including equities, fixed income, derivatives, funds, private assets, and FX
• Proven ability to manage enterprise customer relationships and drive product adoption in a B2B SaaS environment
• Excellent communication skills with the ability to engage both executive stakeholders and end users
• Demonstrated ability to manage multiple priorities in a fast-paced, high-growth environment
• Analytical mindset with the ability to translate data into actionable customer strategies
• Comfort leveraging modern tools and AI-driven workflows to enhance productivity and outcomes
• Strong organizational skills and attention to detail across multiple accounts and initiatives
• Ability to collaborate cross-functionally with go-to-market, product, and customer teams
• Willingness to learn and apply emerging technologies within a business domain
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

Benefits

• unlimited vacation
• educational and wellness reimbursements
• $0 cost employee insurance plans
• Company Stock Plan
• Participation in a Company Stock Plan subject to the applicable Stock Option Agreement