Client Reporting Specialist chez Ridgeline

Are you eager to start building your career in client reporting and data analysis? Do you enjoy working with reporting tools and tackling complex implementation challenges? Are you excited to build a foundational knowledge of Ridgeline’s Client Reporting system and develop deep expertise over time in this space? If so, we invite you to be a part of our innovative team.

As a Client Reporting Specialist on Ridgeline’s Customer Experience (CX) Back Office Consulting team, you’ll play a pivotal role in shaping how our customers experience reporting on our modern cloud-native platform. You’ll become an expert in Ridgeline’s Client Reporting system—powered by Logi Report Designer—gaining hands-on experience building and customizing reports during our most complex implementations. Your work will help ensure customers can access accurate, timely, and visually compelling reports to meet their business needs. Using cutting-edge technologies, including AI tools like ChatGPT, you’ll streamline reporting processes, expand Ridgeline’s standard report catalog, and collaborate across teams to drive innovation and efficiency.

As your skills grow, so will your responsibilities—from mentoring peers to improving internal training resources and evolving best practices. This is an exciting opportunity to become a key player in Ridgeline’s data and reporting ecosystem.

What will you do?

• Support complex client reporting implementations, addressing nuanced needs and delivering customized solutions

• Learn and develop expertise in Ridgeline’s Client Reporting solution, with hands-on experience using Logi

• Collaborate with product and development teams to enhance and expand the standard client report catalog

• Build specialized reports for our most unique and complex implementations

• Develop and deliver training materials to empower team members to create and maintain client reports

• Identify opportunities for process improvement and scalable solutions to enhance the client reporting function

• Grow into a leadership role by providing strategic oversight and mentorship to partners and supporting internal hiring and team development

• Contribute to the strategic growth and innovation of Ridgeline’s reporting capabilities

• Exemplify Ridgeline’s Core Values and Security First Mindset

• Travel domestically up to 10%

Desired Skills and Experience

• Bachelor’s degree in Business, Information Technology, Computer Science, Data Analytics, or a related field (or equivalent practical experience)

• 1–2+ years of experience in software, fintech, data analytics, or investment management technology

• Familiarity with reporting or BI tools (e.g., Logi, Tableau, Power BI)

• Ability to work independently with general direction and guidance

• Demonstrated ability to collaborate across teams, including product and development

• Innate curiosity and proven ability to learn new software technologies quickly

• Highly organized with the ability to manage multiple priorities

• Strong time management and the ability to meet deadlines in a dynamic, evolving environment

• Clear and confident communicator, capable of explaining complex technical concepts

• Proficiency in Google Apps and/or MS Office Suite, especially Excel

• Serious interest in having fun at work

Bonus

• Familiarity with client reporting in asset management, including client statements and portfolio-level reports

• Exposure to project management concepts or SaaS implementation experience

• Understanding of financial markets and institutional/HNW investment workflows

• Awareness of Agile principles and software development lifecycles

• Experience with Slack, JIRA/Confluence, and professional services tools like Kantata

• Basic understanding of AWS, APIs, and serverless technology

• Interest in pursuing advanced industry designations such as CFA, CAIA, or CIPM

About Ridgeline

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 $73,000 - $110,000 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.

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