What are the responsibilities and job description for the Data Migration Consultant position at Ridgeline?
Are you an early- to mid-career professional with a passion for delivering impactful software implementations? Do you enjoy solving complex data challenges and ensuring accuracy and integrity at every stage of the process? Are you eager to collaborate with cross-functional teams to transform how investment management firms operate and scale? If so, we invite you to be a part of our innovative team.
As a Data Migration Consultant at Ridgeline, you will support end-to-end implementations of Ridgeline’s enterprise cloud platform for investment management customers. You will partner closely with internal teams and clients to deliver high-quality data migration solutions, with a focus on investment, performance, and transactional data. You’ll take a consultative approach to problem-solving while helping ensure successful go-lives and long-term customer success. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT—to enhance efficiency, improve data accuracy, and streamline implementation workflows.
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
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Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology.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. 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, an alternate range may apply as specified below.
The typical starting salary range for this role is: $80,000 - $94,000 on-target earnings.
The typical starting salary range for this role in the San Francisco Bay Area, CA, is: $88,000 - $103,000 on-target earnings.
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.
As a Data Migration Consultant at Ridgeline, you will support end-to-end implementations of Ridgeline’s enterprise cloud platform for investment management customers. You will partner closely with internal teams and clients to deliver high-quality data migration solutions, with a focus on investment, performance, and transactional data. You’ll take a consultative approach to problem-solving while helping ensure successful go-lives and long-term customer success. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT—to enhance efficiency, improve data accuracy, and streamline implementation workflows.
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
- Support data conversion projects from inception to completion, ensuring data integrity, accuracy, and accessibility
- Collaborate with implementation teams and customers to gather requirements and understand portfolio accounting and performance data needs
- Perform data mapping, transformation, and cleansing activities aligned with project specifications
- Validate and troubleshoot variances between source data and system-generated outputs to ensure consistency
- Partner with project managers and functional consultants to proactively identify dependencies and drive alignment across workstreams
- Contribute to improving processes by partnering with engineering teams to enhance automation and efficiency
- Deliver clear and timely communication to customers and internal stakeholders regarding data migration progress and outcomes
- Apply Ridgeline’s implementation methodology to provide holistic, client-focused solutions
- Take ownership of deliverables and proactively identify risks while driving toward resolution
- Foster a collaborative, transparent team environment that promotes learning and continuous improvement
- Contribute to broader Customer Success initiatives to enhance the onboarding experience and long-term client satisfaction
- 1–3 years of experience in data conversion or migration projects within the investment management industry
- Strong technical skills, including experience with SQL
- Advanced proficiency in Microsoft Excel
- Knowledge of financial instruments, asset management workflows, and reconciliation/reporting processes
- Familiarity with portfolio accounting systems and performance measurement methodologies across asset classes
- Experience working on complex data projects from planning through execution
- Excellent problem-solving skills and strong attention to detail
- Strong communication and client-facing skills with the ability to translate technical concepts clearly
- Ability to work both independently and collaboratively while managing multiple priorities
- Willingness to learn and apply cutting-edge technologies in a dynamic environment
- An aptitude for problem solving and continuous improvement
- Ability to communicate effectively across technical and non-technical audiences
- Serious interest in having fun at work
- Basic understanding of AWS, APIs, and serverless technologies
- Familiarity with Agile methodologies and software development lifecycles
- CFA or CPA designation
- Experience with tools such as Slack, JIRA, Confluence, or Kantata
- Exposure to programming languages such as VBA or Python
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. 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, an alternate range may apply as specified below.
The typical starting salary range for this role is: $80,000 - $94,000 on-target earnings.
The typical starting salary range for this role in the San Francisco Bay Area, CA, is: $88,000 - $103,000 on-target earnings.
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.
Salary : $80,000 - $94,000