数据迁移顾问负责人
Lead Data Migration Consultant
你是否是一位注重细节的咨询专业人士，热衷于交付有影响力的软件实施？你在领导数据迁移项目方面是否表现出色，确保每一步都准确无误？你是否渴望与多元团队合作，改变投资管理公司运营方式？如果是这样，我们邀请你加入我们的创新团队。
作为Ridgeline的数据迁移顾问，你将负责为投资管理客户进行Ridgeline企业云软件的端到端功能实施。在投资管理和技术的交汇点，你将直接与内部和客户利益相关者互动，定义并交付一个明确的服务范围，重点在于数据迁移。咨询方法、创新思维和协作精神将是你建立成功上线记录并对一个亟待变革的行业产生有意义影响的关键。
在Ridgeline，我们同样重视工作方式和所构建的内容。Ridgeliners像主人一样行事，选择成长而非舒适，并以透明的方式沟通。我们假设积极意图，倾向于行动，并带来解决方案——而不仅仅是问题。我们庆祝胜利，从挫折中学习，并在一个坚韧、协作、高绩效的文化中茁壮成长。如果这让你兴奋，我们很期待见到你。
你必须在美国合法工作，无需雇主担保。
**你将带来的影响：**
- 从头到尾领导数据转换项目，确保数据完整性、准确性和可访问性。
- 与实施团队和客户合作，收集需求，了解他们的客户管理、组合会计和绩效数据需求。
- 执行数据映射、转换和清理活动，以满足项目规范。
- 在数据转换过程中验证、排查并解决源数据与Ridgeline系统生成数据之间的任何差异，为客户提供技术支持和指导。
- 与项目经理和功能顾问紧密协作，确保依赖关系被识别并准确计入更广泛的入职流程中。
- 与数据科学团队合作，改进低效流程，提升系统自动化并提高准确性。
- 理解并应用Ridgeline的价值主张，并利用我们已有的实施方法。
查看英文原文
Are you a detail-oriented consulting professional with a passion for delivering impactful software implementations? Do you excel at leading data migration projects, ensuring accuracy and integrity in every step of the process? Are you eager to collaborate with diverse teams to transform how investment management firms manage their operations? If so, we invite you to be a part of our innovative team.
As a Data Migration Consultant at Ridgeline, you will be responsible for end-to-end functional implementations of the Ridgeline enterprise cloud software for investment management customers. At the intersection of investment management and technology, you will directly interact with both internal and customer stakeholders to define and deliver an agreed upon scope of services with an emphasis on data migrations. A consultative approach, innovative mindset, and collaborative spirit will be key as you build a track record of successful go-lives and make a meaningful impact on an industry primed for change.
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 have:**
- 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.
**What we look for:**
- Bachelor’s or Master’s degree in Finance, Accounting, or Economics.
- 5+ years of experience within the investment management industry.
- Strong knowledge of financial instrument types, asset management industry, and data related workflows (reconciliation, data flows, and end user reporting).
- In-depth knowledge of portfolio accounting systems and performance measurement methodologies, including financial transaction types and asset classes (equities, fixed income, and FX).
- Strong communication and client-facing skills, with the ability to translate technical concepts to non-technical stakeholders.
- Strong experience in SQL, data integration ETL tools and MS Excel.
- Proven track record of managing complex data projects from planning through execution.
- Excellent problem-solving abilities and attention to detail.
- Ability to work independently and in team settings, managing multiple priorities under tight deadlines.
**Bonus:**
- 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.
**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, 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.
Ridgeline processes the information you submit in connection with your application in accordance with the [Ridgeline Applicant Privacy Statement](https://www.ridgelineapps.com/legal/candidate-privacy-policy). 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 this role is: $143,000 - $190,000 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](https://www.ridgelineapps.com/about/careers) for a more comprehensive overview of our perks and benefits.
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