Senior Customer Success Manager

Ridgeline is seeking a Senior Customer Success Manager to support a portfolio of investment and wealth management customers within its Growth business segment.

Requirements

• 2-4+ years of experience in Customer Success, SaaS account management, consulting/professional services, or similar customer-facing roles
• Working knowledge of, and strong interest in, the financial markets and institutional/HNW investment lifecycle
• Practical understanding of common institutional investment products and security types
• Experience managing customer relationships and driving product adoption in a B2B SaaS environment
• Strong communication skills with the ability to engage both end users and executive stakeholders
• Demonstrated ability to manage multiple priorities and customer interactions in a fast-paced, hypergrowth-stage start-up environment
• Analytical mindset with the ability to interpret usage data and translate insights into customer outcomes
• Comfort leveraging modern tools and technologies—including AI platforms and agentic workflows—to enhance productivity and customer engagement
• Strong organizational skills and attention to detail when managing multiple accounts and initiatives
• Ability to collaborate cross-functionally with GTM, product, and CX teams
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain or problem space
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

Benefits

• unlimited vacation
• educational and wellness reimbursements
• $0 cost employee insurance plans