What are the responsibilities and job description for the Senior Technical Consultant position at Ridgeline?
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? Are you excited to contribute to the growth of a dynamic Integration Library and help shape the way enterprise SaaS clients connect with cutting-edge platforms? If so, we invite you to be a part of our innovative team.
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 GitHub Copilot to improve integration efficiency and standardization across our platform.
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.
The Impact You Have
Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.
With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”
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 cash compensation amount 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 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, 100% of 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.
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 GitHub Copilot to improve integration efficiency and standardization across our platform.
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.
The Impact You Have
- 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, Mulesoft, 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, GitHub, and Slack
- Familiarity with data migration tools like 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. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.
With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”
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 cash compensation amount 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 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, 100% of 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 : $141,000 - $168,000