Senior Customer Success Manager
Not Disclosed•Full-TimeOn-site
location_onReno Masonic Lodge #13, 40, West 1st Street, Reno, Washoe County, Nevada, 89501, United States
Are you an experienced customer success professional with a passion for fostering meaningful relationships with enterprise clients? Do you thrive at the intersection of technology, financial services, and strategic consulting? If so, we invite you to be a part of our innovative team.
As a Senior Customer Success Manager, you will play a critical role in supporting a portfolio of mid-enterprise and larger investment and wealth management customers. Your day-to-day work will involve helping customers accelerate time-to-value, deepen product adoption, and identify opportunities for growth while ensuring strong retention, referenceability, and satisfaction. You will leverage cutting-edge technologies—including AI tools like ChatGPT, Glean, and Claude Code—as well as leading CS platforms such as Salesforce and Pendo to streamline workflows, proactively surface insights, and deliver scalable yet context-aware customer outcomes.
At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture.
Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk.
Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area. The company is recognized by Fast Company as a "Best Workplace for Innovators," by Frost & Sullivan as a "Technology Innovation Leader," and by The Software Report as a "Top 100 Software Company."
If this excites you, we'd love to meet you. Please note that you must be work authorized in the United States without the need for employer sponsorship.
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. We consider qualified applicants regardless of background.
Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.
Work model: On-site
Reno Masonic Lodge #13, 40, West 1st Street, Reno, Washoe County, Nevada, 89501, United States
Reno, Nevada
Experience working with or for investment management software providers. Comfortable working with Excel, Slack, Jira, Confluence, and customer success applications such as Salesforce and Pendo. Basic understanding of AWS, APIs, and public cloud infrastructure. Progress toward or completion of certifications such as CFA or CAIA. Experience contributing to customer community programs, events, or advocacy initiatives.
Ridgeline operates as a software development firm specializing in the investment management sector. Headquartered in Incline Village, Nevada, the company provides the first front-to-back system of record designed specifically for investment managers. The platform was established by Dave Duffield, a co-founder of PeopleSoft and Workday, to address industry challenges caused by disconnected and outdated technology. By leveraging a single real-time data set and embedded artificial intelligence, Ridgeline enables firms to automate complex processes, enhance collaboration, and deliver personalized client experiences without increasing headcount or operational risk.
The organization maintains a physical presence across the United States, including offices in New York, Reno, and the Bay Area, in addition to its main location in Lake Tahoe. This footprint supports its mission to modernize the investment industry through scalable technology solutions. Ridgeline has received external recognition for its performance and culture, including designation as a Best Workplace for Innovators by Fast Company, a Technology Innovation Leader by Frost & Sullivan, and placement among the Top 100 Software Companies by The Software Report. These accolades reflect the company's commitment to technological advancement and operational efficiency within the financial technology landscape.
Browse more roles: All Ridgeline jobs, it jobs on Recrutus.
Experience
4+ yrs (Senior)
Job Type
Full-Time
