
The Senior Customer Success Manager role supports a portfolio of mid-enterprise and larger investment and wealth management clients at Ridgeline, an AI-powered platform modernizing the investment management industry. Key responsibilities include building trusted client relationships, guiding customers through onboarding and product adoption, and developing strategic account plans to drive retention and revenue growth. The position leverages data and AI tools to monitor customer health and collaborate cross-functionally with sales and product teams. This opportunity appeals to professionals seeking a high-impact role in a resilient, owner-driven culture that values transparency and innovation. The work arrangement includes potential domestic travel up to 25% and offers a dynamic environment within a recognized top software company.
