Field Services Enablement Specialist, Back Office

Ridgeline

Remote, US
$143,000-$180,0 ote; $158,000-$197,000 ote in sele...
Remote
Subject matter expert back-office investment workflows
Standardize scalable implementation methodologies
Translate customer needs into product improvements
Serve as the primary subject matter expert for back-office investment workflows including reconciliation, reporting, compliance, and client management

Job Summary

  • Serve as the primary subject matter expert for back-office investment workflows including reconciliation, reporting, compliance, and client management.
  • Lead the standardization and development of scalable implementation methodologies and best practices for portfolio accounting and operational workflows.
  • Enable internal teams and consulting partners through training, documentation, and rollout support for new product features.

Matching Summary

Serve as the primary subject matter expert for back-office investment workflows including reconciliation, reporting, compliance, and client management.

Salary

$143,000-$180,0000 OTE; $158,000-$197,000 OTE in select locations; Unlimited vacation, educational and w

Skills & Requirements

Must-have

  • Subject matter expert back-office investment workflows
  • Standardize scalable implementation methodologies
  • Translate customer needs into product improvements
  • Enable internal teams and consulting partners
  • Partner with Product Management

Nice-to-have

  • Act like owners, choose growth
  • Assume positive intent, bias toward action
  • Celebrate wins, learn from setbacks
  • Curiosity, attention to detail, passion for enabling

Key Requirements

  • 5+ years implementing investment management software
  • 1+ year implementing Ridgeline
  • Work authorized in the United States

Work Rights

Work authorized in the United States without employer sponsorship

Tailored Resume

Cover Letter