Ridgeline

Fintech

CustomerSupportAnalyst

$74–87k San Ramon, California, United States Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Customer Support Analyst at Ridgeline. Skills: Customer Success, Investment Management, SaaS Products. Learn Ridgeline workflows. Triage customer issues”

Industry & Context.

Fintech
Problems you'll solve

Problem solving; Troubleshooting

What They're Looking For.

Must Have

Work authorization in US without sponsorship, Bachelor's degree in Business, Information Systems, Finance, Computer Science, or related field, or equivalent practical experience

Nice to Have

Internship, part-time, or project experience in customer service, operations, finance, technology, or business analysis, Salesforce, Atlassian, Slack, AI Tools, Google Workspace, or similar tools exposure, Familiarity with investment management, accounting, reconciliation, data operations, or financial markets, Interest in growing into a specialized CX role

What You'll Do.

Learn Ridgeline workflows

Triage customer issues

Resolve customer issues

Learn how asset managers use Ridgeline

Partner with teammates to create better outcomes

Investigate customer questions

Gather context for questions

Review documentation for questions

Analyze workflow behavior for questions

Partner with teammates to identify next steps

Draft customer-ready responses

Explain issues clearly

Set expectations clearly

Summarize progress clearly

Build personal knowledge base

Collaborate with Customer Support

Collaborate with Consulting

Collaborate with Education Services

Collaborate with Product

Collaborate with Engineering

Collaborate with other CX teams

Resolve customer needs

Identify recurring patterns in support requests

Contribute ideas to improve documentation

Contribute ideas to improve processes

Contribute ideas to improve training

Contribute ideas to improve customer outcomes

Own assigned ticket lanes

Build readiness for future placement

Contribute to a collaborative environment

How You'll Work.

Team & Collaboration

Partner with teammates; Collaborate with CX teams; Cross-functional teams

Communication Scope

Written communication; Verbal communication; Explain complex topics

Full Job Description

Are you excited to launch your career by learning how investment managers run their front, middle, and back office operations? Do you enjoy solving customer problems, learning complex workflows, and connecting the dots across people, process, data, and technology? Are you motivated by an accelerated development path that gives you exposure to customer support, product workflows, and the broader Customer Experience organization? If so, we invite you to be a part of our innovative team. As a Customer Support Analyst at Ridgeline, you will join an accelerated early-career program designed to build deep customer, product, and operational knowledge across front office, middle office, and back office workflows. You will help triage and resolve customer issues, learn how asset managers use Ridgeline across the investment management lifecycle, and partner with teammates across Customer Experience, Product, and Engineering to create better outcomes for our customers. You will work with modern SaaS tools, customer support systems, workflow platforms, and AI-enabled tools that help you learn faster, find answers, document clearly, and improve the customer experience. 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: Learn Ridgeline workflows across front office, middle office, and back office domains, including portfolio management, trading-adjacent workflows, reconciliation, reporting, data operations, and customer issue triage Participate in an accelerated development program that builds product fluency, customer empathy, oper

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