Ridgeline
Fintech
CustomerSupportAnalyst
Neural analysis suggests this role is
optimal for Entry candidates.
“Customer Support Analyst at Ridgeline. Skills: Customer Success, Investment Management, SaaS Products. Learn Ridgeline workflows. Triage customer issues”
Industry & Context.
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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