Field Services Enablement Specialist, Technical Consulting

Are you a software integration expert who enjoys improving how enterprise implementation teams deliver technical solutions? Do you thrive on standardizing complex integration workflows and enabling others to implement with confidence? Are you excited to partner across Product, Consulting, and Customer teams to build scalable implementation practices that accelerate customer success? If so, we invite you to be a part of our innovative team.

As a Field Services Enablement Specialist, Technical Consulting at the company, you will serve as the subject matter expert for technical implementation methodologies and integration best practices across our services organization. You will bridge Product and Consulting by guiding implementation teams, enabling consulting partners, and developing scalable frameworks that drive consistent, high-quality technical implementations. Your work will directly influence how customers integrate with the company's platform, helping accelerate partner readiness, standardize delivery, and improve implementation quality across a growing ecosystem of consulting partners. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT, Gemini, Claude, and Glean—to improve documentation, training, implementation methodology, and operational efficiency across our services organization.

At the company, 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

• Serve as the primary subject matter expert for the company's technical implementation methodology, including API integrations, ETL workflows, data migrations, and system-to-system connectivity

• Partner closely with Product Management to translate new product capabilities and customer feedback into scalable implementation standards and best practices

• Define, document, and continuously improve standardized implementation methodologies for technical integration workstreams across customer engagements

• Build and maintain a delivery assurance framework that ensures partner-led implementations consistently meet the company's quality standards

• Enable and support third-party consulting partners through onboarding, training, office hours, documentation, and structured shadowing opportunities

• Develop and own technical learning paths and curriculum for the company Academy, preparing internal consultants and partner consultants to independently lead customer implementations

• Provide strategic guidance for complex customer implementations, helping implementation teams navigate challenging integration architectures and technical design decisions

• Collaborate with consulting teams, sales teams, and implementation partners to design scalable integration solutions for sophisticated investment management organizations

• Identify implementation inefficiencies, drive process improvements, and lead change management efforts that improve consistency and scalability across the services organization

• Capture feedback from customer implementations and partner engagements to influence product enhancements, implementation tooling, and delivery methodologies

• Build scalable partner enablement frameworks that reduce partner ramp time and support an expanding ecosystem of implementation partners

• Foster a collaborative environment by openly sharing knowledge, mentoring consultants, and promoting a culture rooted in ownership, transparency, and continuous improvement

What we look for

• 5+ years of experience implementing enterprise SaaS solutions with a strong emphasis on technical integrations

• Experience implementing B2B software, ideally within the investment management or financial services industry

• Deep understanding of API-based integrations, ETL concepts, system-to-system integrations, and enterprise integration architectures

• Working knowledge of Python or Java used within implementation or integration environments

• Experience building, standardizing, or improving implementation methodologies across multiple customer engagements

• Demonstrated experience enabling, mentoring, onboarding, or training consultants, partners, or customer-facing teams

• Ability to influence and drive adoption of new implementation standards without direct management authority

• Strong consulting presence with excellent written and verbal communication skills and the ability to explain complex technical concepts to both technical and non-technical audiences

• Experience partnering with Product Management to influence product direction through implementation insights and customer feedback

• Strong curiosity, attention to detail, and passion for continuously improving implementation quality and operational efficiency

• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain

• An aptitude for problem solving and clear communication in fast-paced environments

• Serious interest in having fun at work

Bonus

• Experience implementing investment management platforms or front-, middle-, and back-office investment workflows

• Familiarity with vendors and integration patterns commonly used within the investment management industry

• Experience with REST API's, Workato, MuleSoft, or similar enterprise integration platforms

• Experience building learning programs, certification content, or enablement curriculum

• Experience leading partner enablement or consulting partner ecosystems

• Familiarity with Agile development methodologies and tools such as JIRA, Confluence, GitHub, and Slack

About the company

The company is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, the company helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. The company is headquartered in Lake Tahoe, with offices in New York, Reno, the Bay Area, and Dublin, Ireland. The company is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

The company is proud to be a community-minded, discrimination-free equal opportunity workplace.

The company processes the information you submit in connection with your application in accordance with the company Candidate Privacy Policy . Please review the company Candidate Privacy Policy in full to understand our privacy practices and contact us with any questions.

This posting is for an existing vacancy.

Compensation and Benefits

The typical starting salary range for new hires in this role is listed below.  In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below.

The typical starting salary range for this role is: $143,000 - $179,000 OTE.

The typical starting salary range for this role in the select locations listed above is: $158,000 - $197,000 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 the company, 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, the company 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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