Lead Data Migration Consultant

Lead data conversion projects from inception to completion, ensuring data integrity, accuracy, and accessibility.

Collaborate with the implementation team and customers to gather requirements, understand their client management, portfolio accounting and performance data needs.

Perform data mapping, transformation, and cleansing activities to meet project specifications.

Validate, troubleshoot, and resolve any variances between source data and Ridgeline system generated data during the data conversion process, providing technical support and guidance to customers.

Coordinate closely with project managers and functional consultants to ensure dependencies are identified and accurately accounted for as part of the broader onboarding process.

Partner with Data Science team to improve inefficient processes, enhance system automation, and improve accuracy.

Understand and apply Ridgeline’s value proposition and leverages our established implementation methodology to provide holistic solutions.

Deliver accurate and timely responses to customers and the implementation team (verbal and written) related to data migration tasks.

Contribute to department broader Customer Success initiatives to improve the onboarding experience.

Project management skills and/or experience leading successful implementations of enterprise SaaS solutions.

Understanding of Agile principles and software development lifecycles.

Experience coaching customers around tech stack, tooling, and processes.

Comfortable working with Slack, JIRA/Confluence, and professional services applications such as Kantata.

Basic understanding of AWS, APIs, and serverless technology.

Chartered Financial Analyst designation a plus.

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Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology.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, and 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.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

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