Senior Technical Consultant

Are you a curious problem‑solver who thrives at the intersection of customer service and technical delivery? Do you enjoy working closely with customers to define integration requirements and bring scalable solutions to life? Ridgeline is looking for a Technical Consultant to join our Customer Experience team and support the implementation of robust integrations for our customers. In this highly collaborative role, you’ll work directly with customer and internal teams to define, design, and implement API‑based solutions using modern integration platforms like Workato.

Your work will directly impact customer success, streamline implementation processes, and inform product direction. This role blends technical acumen with a passion for excellent service, and offers the opportunity to leverage AI tools such as ChatGPT and Git Hub Copilot to improve integration efficiency and standardization across our platform.

• Engage in technical and functional discovery sessions with customers and internal stakeholders
• Define, document, and validate integration requirements and specifications
• Contribute to Ridgeline’s Integration Library by developing and maintaining scalable integration assets using Workato
• Collaborate with customers to understand their systems and design tailored integration solutions
• Evangelize Ridgeline’s integration capabilities and articulate value propositions to external stakeholders
• Support go‑live efforts and ensure integrations are deployed effectively and with high quality
• Analyze customer systems and recommend improvements that enhance integration performance and scalability
• Document customizations and implementation processes to foster knowledge sharing and continuous improvement
• Partner cross‑functionally with Product Management and Engineering to influence roadmap priorities based on customer integration needs

• 3+ years of experience implementing software integrations for enterprise SaaS platforms
• Working knowledge of REST APIs and API‑based integration design
• Experience with integration platforms such as Workato, Mule Soft, Boomi, or similar iPaaS tools
• Proven ability to translate technical requirements into scalable and reusable solutions
• Passion for delivering outstanding customer experiences in a technical setting
• Strong written and verbal communication skills, particularly in explaining complex technical topics to non‑technical audiences
• Comfort working in agile environments with tools like JIRA, Confluence, Git Hub, and Slack
• Familiarity with data migration tools such as Flatfile.io or comparable solutions

• Experience in the Financial Services or Investment Management industry
• Knowledge of Workato‑specific functionality such as custom connectors, recipes, and error handling
• Background in scripting or light programming (e.g., JavaScript, Python)

Ridgeline is the industry cloud platform for investment management. Founded by tech entrepreneur Dave Duffield (co‑founder of both People Soft and Workday), it applies a bold innovation and human‑centric approach to address the unique needs of the investment management industry. With a focus on security, agility, and usability, Ridgeline is building a modern public‑cloud platform and is backed by a deep bench of experts.

It has been recognized by Fast Company as a “Best Workplace for Innovators,” The Software Report as a “Top 100 Software Company,” and Forbes as one of “America’s Best Startup Employers.”

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

The cash compensation for this role is targeted at $141,000–$168,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary. In addition to the base salary, 100% of employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits including unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.

For a comprehensive overview of perks and benefits, please visit our Careers page.

Mid‑Senior level

Full‑time

Information Technology

Software Development

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