Field Services Enablement Specialist, Data Migration

Ridgeline•Reno, NV

5h•$183,000 - $211,000•Remote

About The Position

Are you a data migration expert who enjoys solving complex data challenges in investment management systems? Do you thrive on designing scalable processes that ensure portfolio accounting data, transactions, and performance history transition seamlessly into modern cloud platforms? Are you excited to collaborate with Product, Consulting, and Customer Success teams to standardize best practices and help customers successfully adopt innovative technology? If so, we invite you to be a part of our innovative team. As a Field Services Enablement Specialist at Ridgeline, you will play a critical role in shaping how customer data moves into our platform. You will act as a subject matter expert for migration workflows, ensuring the accuracy, completeness, and scalability of start-of-day loads, transactions, and historical performance data. Working closely with Consulting, Product Management, and Customer Success, you will help design standardized migration methodologies, improve tools and documentation, and guide complex implementations. In this role, you will leverage cutting-edge technologies—including AI tools like ChatGPT—to improve documentation, streamline processes, and enable teams to deliver consistent and efficient migrations. 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.

Requirements

5+ years of experience with data migration in investment management software implementations
At least 1 year of hands-on experience performing data migrations on the Ridgeline platform
Expertise in portfolio accounting data structures including positions, transactions, and performance history
Strong understanding of reconciliation and data validation methodologies
Experience designing and refining repeatable migration workflows, tools, and methodologies
Proven ability to collaborate with Product Management and Engineering teams to resolve complex data challenges
Exceptional attention to detail with strong analytical and documentation skills
Strong communication skills with the ability to translate technical processes into clear guidance for stakeholders
Curiosity and passion for mentoring and enabling others in data best practices
Willingness to learn about cutting-edge technologies while cultivating expertise in investment operations workflows
An aptitude for problem solving and communicating effectively in fast-paced environments
Serious interest in having fun at work

Nice To Haves

Exposure to APIs and data integration frameworks
Experience with AWS or serverless data processing environments
Experience supporting large-scale SaaS implementations or enterprise data migrations
Familiarity with tools such as JIRA and Confluence

Responsibilities

Serve as the primary subject matter expert for data migration workflows including start-of-day positions, transactions, and historical performance data
Develop and maintain standardized processes, playbooks, and tools that ensure consistent and scalable customer data migrations
Partner with Consulting teams to guide the execution of complex migrations and ensure accuracy, completeness, and reconciliation of migrated data
Collaborate with Product Management to ensure data-related features are designed with real-world implementation and deployment needs in mind
Support testing, validation, and troubleshooting efforts related to migration workflows and customer data ingestion
Enable internal teams and consulting partners through training programs, documentation, and best practice guidance for migration methodologies
Capture insights and lessons learned from customer implementations and incorporate them into improved migration frameworks and enablement materials
Lead partner enablement initiatives by onboarding and training data migration consultants within Ridgeline’s partner ecosystem
Manage partner collaboration by coordinating shadowing opportunities, aligning partners with Ridgeline methodologies, and maintaining clear communication channels
Drive continuous improvement by identifying opportunities to refine migration tooling, validation methods, and operational processes while contributing to a collaborative and transparent culture