Strategic Customer Success Manager - Ridgeline - San Ramon, Ca

Ridgeline

San Ramon, California, US
Base: $140,000-$190,000; bonus/equity: compyny sto...
On-site
8+ years in customer success or technical account management
Deep knowledge of investment management workflows
Experience with enterprise saas implementation and adoption
Ridgeline is seeking a Strategic Customer Success Manager in San Ramon, California, to enhance client relationships and drive user adoption of their investment management platform. The ideal candidate will have extensive experience in customer success, enterprise SaaS, and a strong knowledge of the financial services industry

Job Summary

  • This role is pivotal in driving user adoption and maximizing customer value for a cutting-edge cloud-native platform reshaping the investment management industry.
  • The successful candidate will partner with product and engineering teams to translate customer enhancement requests into actionable requirements while resolving defects.
  • Employees enjoy unlimited vacation, $0 cost employee insurance plans, and participation in a company stock plan with opportunities for career advancement.

Matching Summary

Match Score: 85

Ridgeline is seeking a Strategic Customer Success Manager in San Ramon, California, to enhance client relationships and drive user adoption of their investment management platform. The ideal candidate will have extensive experience in customer success, enterprise SaaS, and a strong knowledge of the financial services industry.

Salary

Base: $140,000-$190,000; Bonus/Equity: Company Stock Plan (Stock Options); Benefits: Unlimited vacation, wellness reimbursements, $0 cost insurance

Skills & Requirements

Must-have

  • 8+ years in customer success or technical account management
  • Deep knowledge of investment management workflows
  • Experience with enterprise SaaS implementation and adoption
  • Ability to drive renewals and cross-sell opportunities
  • Strong executive relationship building skills

Nice-to-have

  • Software or financial services consulting experience
  • Understanding of Agile principles and SDLC
  • Familiarity with AWS, APIs, and cloud infrastructure
  • Experience coaching customers on tech stack optimization
  • Comfortable working with Slack, Jira, and Confluence

Key Requirements

  • Bachelor's degree in Business, Finance, IT, or related field
  • 8+ years of professional services or customer success experience
  • Demonstrated experience with front, middle, and back office investment workflows

Work Rights

Not specified

Tailored Resume

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