Director, Education Services
Ridgeline
San Ramon, California
Full-Time
$221,000
RemoteDirector
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 Ridgelines 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 toolsincluding ChatGPT and Claudeto 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 solutionsnot just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, wed 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 Ridgelines 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
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.
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, youll 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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