Director, Education Services

Are you a strategic learning and development leader who has built and scaled global training programs that drive measurable business outcomes across customer, partner, and employee communities? Do you enjoy designing high-impact education strategies that accelerate SaaS and AI product adoption while also driving a profitable, high-margin services offering? Are you eager to lead and grow a diverse team of education professionals while shaping the future of learning at a fast-growing fintech company? If so, we invite you to be a part of our innovative team.

As the Director of Education Services at Ridgeline, you will lead and scale a growing learning organization responsible for training CX employees, services partners, and customer end-users on our modern, enterprise-grade AI platform for investment and wealth management. Reporting to the Director of Customer Success and Education Services, you will oversee a high-performing team while shaping the strategy, structure, technology stack, and commercial model of Ridgeline’s evolving education offerings. You will design scalable programs, define success metrics, and ensure operational excellence to deliver meaningful customer outcomes and business impact. You will leverage modern learning methodologies and AI-enabled tools—including ChatGPT and Claude—to enhance program design, improve efficiency, and elevate learning experiences across our ecosystem.

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.

• Define and execute the strategic vision for Education Services aligned to customer success and company growth

• Lead and grow a team of instructors and content experts while fostering a culture of ownership and collaboration

• Develop education services into a high-impact profit center with clear financial goals and measurable outcomes

• Establish KPIs to evaluate program effectiveness, learner success, and revenue performance

• Design scalable programs including certifications, onboarding, and role-based academies

• Collaborate with cross-functional leaders to ensure alignment with product adoption and customer outcomes

• Guide curriculum strategy and influence instructional design best practices

• Build repeatable processes that improve quality, consistency, and scalability of program delivery

• Hire, develop, and retain top talent while nurturing a transparent and growth-oriented team environment

• Communicate strategy, progress, and insights with clarity across stakeholders

• Identify and expand new revenue opportunities through innovative education offerings

• Apply AI tools and emerging technologies to enhance learning experiences and operational efficiency

• Contribute to a resilient, driven, and forward-thinking culture that reflects Ridgeline’s values

• 10+ years of experience building and scaling education programs within B2B SaaS organizations

• Experience with investment management software or enterprise fintech platforms preferred

• Demonstrated ownership of P&L or revenue-generating education services

• Proven success defining and tracking KPIs such as adoption, ARR impact, and learner outcomes

• Experience leading teams across curriculum development, content creation, and instruction

• Strong strategic planning and organizational design capabilities

• Experience translating complex technical concepts into structured learning programs

• Excellent communication and stakeholder management skills

• Familiarity with LMS platforms and modern learning technologies

• Experience leveraging AI tools such as ChatGPT, Claude, or similar platforms

• Ability to thrive in a fast-paced, evolving environment

• Willingness to learn and adapt while building domain expertise

• Strong problem-solving aptitude

• Genuine enthusiasm for building engaging and impactful learning experiences

• Knowledge of financial markets and the investment management lifecycle

• Experience building certification programs and structured learning academies

• Experience with 360Learning LMS

• Experience using Pendo for in-app training and guidance

About Ridgeline

Ridgeline 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, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and 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.”

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 typical starting salary range for this role is: $221,000 - $260,000.

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, 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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