Teams 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.