Field Services Enablement Specialist, Technical Consulting

Are you a software integration expert who enjoys improving how enterprise implementation teams deliver technical solutions? Do you thrive on standardizing complex integration workflows and enabling others to implement with confidence? Are you excited to partner across Product, Consulting, and Customer teams to build scalable implementation practices that accelerate customer success? If so, we invite you to be a part of our innovative team.

As a Field Services Enablement Specialist, Technical Consulting at Ridgeline, you will serve as the subject matter expert for technical implementation methodologies and integration best practices across our services organization. You will bridge Product and Consulting by guiding implementation teams, enabling consulting partners, and developing scalable frameworks that drive consistent, high-quality technical implementations. Your work will directly influence how customers integrate with Ridgeline's platform, helping accelerate partner readiness, standardize delivery, and improve implementation quality across a growing ecosystem of consulting partners. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT, Gemini, Claude, and Glean—to improve documentation, training, implementation methodology, and operational efficiency across our services organization.

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. If this excites you, we'd love to meet you!

You must be work authorized in the United States without the need for employer sponsorship.

The impact you will have

Serve as the primary subject matter expert for Ridgeline's technical implementation methodology, including API integrations, ETL workflows, data migrations, and system-to-system connectivity

Partner closely with Product Management to translate new product capabilities and customer feedback into scalable implementation standards and best practices

Define, document, and continuously improve standardized implementation methodologies for technical integration workstreams across customer engagements

Build and maintain a delivery assurance framework that ensures partner-led implementations consistently meet Ridgeline's quality standards

Enable and support third-party consulting partners through onboarding, training, office hours, documentation, and structured shadowing opportunities

Develop and own technical learning paths and curriculum for Ridgeline Academy, preparing internal consultants and partner consultants to independently lead customer implementations

Provide strategic guidance for complex customer implementations, helping implementation teams navigate challenging integration architectures and technical design decisions

Collaborate with consulting teams, sales teams, and implementation partners to design scalable integration solutions for sophisticated investment management organizations

Identify implementation inefficiencies, drive process improvements, and lead change management efforts that improve consistency and scalability across the services organization

Capture feedback from customer implementations and partner engagements to influence product enhancements, implementation tooling, and delivery methodologies

Build scalable partner enablement frameworks that reduce partner ramp time and support an expanding ecosystem of implementation partners

Foster a collaborative environment by openly sharing knowledge, mentoring consultants, and promoting a culture rooted in ownership, transparency, and continuous improvement

What we look for

5+ years of experience implementing enterprise SaaS solutions with a strong emphasis on technical integrations

Experience implementing B2B software, ideally within the investment management or financial services industry

Deep understanding of API-based integrations, ETL concepts, system-to-system integrations, and enterprise integration architectures

Experience with REST APIs and modern integration platforms such as Workato, MuleSoft, Boomi, or similar iPaaS solutions

Working knowledge of Python or Java used within implementation or integration environments

Experience building, standardizing, or improving implementation methodologies across multiple customer engagements

Demonstrated experience enabling, mentoring, onboarding, or training consultants, partners, or customer-facing teams

Ability to influence and drive adoption of new implementation standards without direct management authority

Strong consulting presence with excellent written and verbal communication skills and the ability to explain complex technical concepts to both technical and non-technical audiences

Experience partnering with Product Management to influence product direction through implementation insights and customer feedback

Strong curiosity, attention to detail, and passion for continuously improving implementation quality and operational efficiency

Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain

An aptitude for problem solving and clear communication in fast-paced environments

Serious interest in having fun at work

Bonus

Experience implementing investment management platforms or front-, middle-, and back-office investment workflows

Familiarity with vendors and integration patterns commonly used within the investment management industry

Experience with Workato, MuleSoft, or similar enterprise integration platforms

Experience building learning programs, certification content, or enablement curriculum

Experience leading partner enablement or consulting partner ecosystems

Familiarity with Agile development methodologies and tools such as JIRA, Confluence, GitHub, and Slack

About Ridgeline

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, the Bay Area, and Dublin, Ireland. Ridgeline 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.

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.

Compensation and Benefits 

The typical starting salary range for new hires in this role is listed below.  In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below. 

The typical starting salary range for this role is: $143,000 - $179,000 OTE.

The typical starting salary range for this role in the select locations listed above is: $158,000 - $197,000 OTE.

Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. 

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. 

In addition to the base salary, Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our  Careers page for a more comprehensive overview of our perks and benefits.

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