Jobs at Juniper Square

Manage a large portfolio of scaled mid-market SaaS clients to drive product adoption, retention, and expansion. Monitor account health and usage trends, lead renewal conversations, handle escalations, and deliver programmatic enablement. Act as voice of the customer internally, apply AI and data-driven insights, and influence product and process improvements to maximize customer value.

Lead strategic data evolution for Fund Administration clients, building dashboards, managing stakeholders, and translating business needs into actionable insights.

Design, develop, and deliver implementation and lifecycle solutions for enterprise investment-management customers. Consult on process, adoption, and training; drive feature adoption and integrations; act as a technical expert and cross-functional partner; use AI tools to produce repeatable deliverables; influence product roadmap and document SOPs and best practices.

Manage and lead the Investor Services team, ensuring exceptional service delivery and operational excellence across Fund Administration and Deal Services customers. Responsibilities include performance metrics ownership, customer engagement, and process improvement initiatives.

The Senior Design Engineer will ensure high-quality UI across products, build production-ready components, and enhance workflows between design and engineering while collaborating closely with teams to improve product functionality.

Serve as the technical authority in strategic sales: lead deep discovery, deliver tailored demos to technical and executive audiences, build realistic proofs of concept, manage complex objections, own RFP responses, and translate customer needs into product and go-to-market direction while partnering closely with Account Executives.

Sell Juniper Squares full SaaS and fund administration platform to institutional private markets firms ($15B+ AUM). Own multi-quarter territory strategy, self-source executive relationships, lead 1214-month complex sales cycles with multiple stakeholders, position AI-enabled solutions, navigate procurement and compliance, and partner cross-functionally to close and transition deals.

Act as a trusted fund administration partner for real estate private equity clients. Perform workspace management, investor onboarding, payments and treasury activities, investigate payment exceptions, monitor customer health, communicate operational best practices, support fundraising processes, and identify process and control improvements.

The Senior Product Manager will define the vision for the Treasury product area, manage cross-functional teams, and implement AI-powered workflows to enhance private market efficiency.

The Associate II role involves providing administrative and compliance support to real estate private equity customers, managing treasury activities, and ensuring positive client outcomes while adapting to changing needs.

Oversee Juniper Square's fund administration services, manage a team of Fund Accountants, improve workflows, and ensure accurate reporting and client satisfaction.

The Account Executive will manage the sales cycle for private equity investment managers, focusing on relationship building and meeting sales targets.

Lead procurement and strategic sourcing with an AI-first approach. Manage a procurement team, oversee contract lifecycle and vendor negotiations, drive cost savings, implement AI-powered workflows and tooling, build procurement KPIs and dashboards, and partner cross-functionally to mitigate risk and align sourcing with company priorities.

Lead and build an AI-native demand generation function driving ABM and multi-channel campaigns. Own targeting, budget, measurement, hiring, and cross-functional orchestration to generate pipeline and revenue from named accounts.

Execute data and document onboarding, process AI-assisted workflows within SLAs, review AI outputs for quality, refine operational procedures, collaborate with customer-facing teams, and serve as an operational contact for internal and external stakeholders.

This role involves providing fund accounting and reporting services, defining workflows, training team members, and ensuring accurate financial reporting in a fast-paced startup environment.

The AI Enablement Lead will design and conduct training programs to improve AI fluency within Juniper Square, focusing on tools like Claude and Cowork. Responsibilities include curriculum development, leading sessions, coaching, and measuring adoption outcomes.

The role involves overseeing fund administration services, managing a team of fund accountants, and ensuring high-quality client interactions and reporting in private equity and real estate sectors.

Manage a portfolio of 60–75 mid-market customers: lead onboarding, implementation, product adoption, and renewals; monitor customer metrics and satisfaction; advocate customer needs to product and engineering; contribute to operational improvements; and apply AI tools to improve CSM workflows and outcomes.

Partner with Account Executives to lead technical sales: deliver tailored demos, run discovery and POCs, respond to RFPs, influence product roadmap, and support closing by articulating business value to prospects.