Juniper Square

Sales

• Build a pipeline for the Account Executives by consistently generating meetings with private equity fundraising and investor relations leaders. This is the primary metric for success in this role
• Develop deep insight into assigned accounts by tracking firm activity, team changes, fundraising and investment strategies, conference participation, public commentary, and mutual connections. Use these insights to shape outreach priorities, tailor messaging, identify the best paths into key stakeholders, and secure meetings
• Help prepare AEs for meetings with target accounts by sharing research summaries and tailoring relevant sales materials
• Nurture accounts that are not ready to buy now, maintain ongoing touchpoints, and monitor for signals that indicate future buying intent
• Increase the productivity of AE roadshows by generating meetings in key markets
• Attend industry and private events and manage post-event outreach and tracking
• Use AI tools to improve research, enhance personalization, and increase the efficiency and impact of your outreach

Senior Sales Associate, Technology Sales

Customer Support

• Complete core support training, shadow senior team members, and receive mentorship throughout the program
• Serve as the first point of contact for our investor clients via phone and email
• Independently handle routine client support tasks, ensuring high client satisfaction and resolving issues like portal login questions and tax document access
• Identify, scope, develop, and deploy a high-value AI-powered solution to streamline a workflow or proactively address common issues faced by our Support Team
• Collect input from senior team members to help amplify your project’s success
• Present the final project, documentation, and impact to department leadership

Customer Support AI Solutions, Intern

Accounting Manager

• Lead and develop a team of fund accounting professionals supporting Juniper Square’s fund administration customers
• Build and grow relationships with customers from sales to expansion opportunities to drive customer satisfaction and revenue growth
• Be hands on solutioning customer’s most complex problems; review and approve customer facing deliverables to ensure and drive consistent high quality results
• Lead strategic projects and work cross functionally on initiatives related to automation, reporting, product functionality, and new service offerings
• Act as a subject area expert by providing comprehensive, in-depth consulting to our clients and internal teams

Senior Director, Fund Administration – Accounting

Director

• Partner with Account Executives to target, scope, and price fund administration opportunities for new and existing clients
• Liaise between Sales, Accounting, and Operations to analyze prospect requirements, develop profitable pricing models, and prepare comprehensive service proposals.
• Lead and manage technical and operational discussions during the sales process, providing expertise on accounting structures, fund operations, and reporting
• Determine client requirements and needs to ensure alignment with Juniper Square’s capabilities, particularly for complex or specialized needs.
• Build trust with prospective clients by demonstrating deep industry knowledge and Juniper Square’s unique value proposition
• Responsible for overall fund administration service delivery, including assessing customer health and ensuring that deliverables are presented accurately and on time.
• Serve as the senior internal escalation point for challenging customer situations and complex accounting questions from the team.
• Maintain strong controls around deliverables, identify how controls should evolve as the team scales, and oversee the year-end audit process.
• Identify and execute on initiatives to improve team efficiency and productivity, including collaborating with our Product Team on technology and automation improvements.
• Identify product and service evolution opportunities based on feedback from both prospects and existing clients.
• Forge partnerships with third-party providers to complement and enhance Juniper Square’s solutions.
• Partner closely with global delivery teams across the U.S., India, and Luxembourg to ensure consistency and quality across all fund structures
• Responsible for staffing and capacity management, including working with the leadership team to forecast hiring needs.
• Hire, onboard, and train a team of varying experience level individual contributors as well as managers on general fund accounting and internal procedures.
• Conduct formal performance reviews and provide coaching and feedback to direct reports throughout the year.
• Responsible for ensuring team satisfaction, designing and executing on initiatives to improve team engagement.
• Partner with the enablement team to enhance the training process and learning content.

Director, Fund Solutions

• Generate and Qualify Leads:
• Execute targeted outbound prospecting through calls, emails, and LinkedIn outreach to generate new business opportunities.
• Maintain consistent activity levels: 300+ calls and 200+ emails per week - while focusing on quality conversations and qualified meetings.
• Drive Pipeline Growth:
• Identify and engage prospects within both assigned and unassigned territories, uncovering new opportunities across the private markets space.
• Partner with your assigned Account Executives to develop territory strategies, share insights, and align outreach efforts.
• Leverage Modern Sales Tools:
• Use LinkedIn Sales Navigator, AI-driven prospecting platforms, and CRM systems (e.g., Salesforce) to build and manage a clean, organized pipeline.
• Spot Trigger Events and Buying Signals:
• Monitor industry news, funding announcements, acquisitions, leadership changes, and other trigger events to identify timely outreach opportunities.
• Use news alerts, research tools, and social signals to personalize outreach and connect with prospects when interest is highest.
• Become a Product and Industry Expert:
• Develop a deep understanding of Juniper Square’s platform and the value it delivers to real estate private equity and other private market investors.
• Confidently articulate our value proposition to senior decision-makers and tailor messaging to their unique needs.

Sales Associate – Software

Administration

• Lead making strategic decisions regarding team buildout and operational policies and procedures
• Lead efforts in developing and improving fund administration workflows, applying best practices and process efficiencies
• Identify product development opportunities, routing technical, product feedback to the product development teams
• Hire, train and manage a team of fund accountants
• Interface directly with clients to deliver an outstanding client experience
• Serve as a technical accounting expert and key advisor on significant business/accounting decisions for the team
• Review and perform accounting, analytical, & financial reporting duties ensuring client and investor activity reporting is prepared and completed appropriately
• Oversee and review the accounting for complex credit fund transactions, including loan originations, paydowns, amendments, restructurings, and the calculation of interest income (e.g., cash and PIK).
• Review investor allocations used to generate investor statements, waterfall calculations (including preferred return and carry), management fee calculations, capital calls and distributions in accordance with clients’ Limited Partnership Agreements, asset and fund level performance metrics and external client and financial reporting
• Oversee annual audits including review of the initial draft of the annual audit report and related schedules and disclosures; assist with PBC(Prepared By Client) list and tax returns
• Research and provide guidance in interpreting the impact of recent accounting developments

Manager, Fund Administration – Private Credit

• Generate and Qualify Leads:
• - Execute targeted outbound prospecting through calls, emails, and LinkedIn outreach to generate new business opportunities.
• - Maintain consistent activity levels: 300+ calls and 200+ emails per week - while focusing on quality conversations and qualified meetings.
• Drive Pipeline Growth:
• - Identify and engage prospects within both assigned and unassigned territories, uncovering new opportunities across the private markets space.
• - Partner with your assigned Account Executives to develop territory strategies, share insights, and align outreach efforts.
• Leverage Modern Sales Tools:
• - Use LinkedIn Sales Navigator, AI-driven prospecting platforms, and CRM systems (e.g., Salesforce) to build and manage a clean, organized pipeline.
• Spot Trigger Events and Buying Signals:
• - Monitor industry news, funding announcements, acquisitions, leadership changes, and other trigger events to identify timely outreach opportunities.
• - Use news alerts, research tools, and social signals to personalize outreach and connect with prospects when interest is highest.
• Become a Product and Industry Expert:
• - Develop a deep understanding of Juniper Square’s platform and the value it delivers to real estate private equity and other private market investors.
• - Confidently articulate our value proposition to senior decision-makers and tailor messaging to their unique needs.
• Engage in Events:
• - Support and attend industry events, conferences, and webinars to identify prospects and build relationships.
• - Manage pre- and post-event outreach - including invitations, follow-ups, and lead nurturing to convert interest into meetings.

Sales Associate, Private Equity – Software

• Generate and Qualify Leads:
• Execute targeted outbound prospecting through calls, emails, and LinkedIn outreach to generate new business opportunities.
• Maintain consistent activity levels: 300+ calls and 200+ emails per week - while focusing on quality conversations and qualified meetings.
• Drive Pipeline Growth:
• Identify and engage prospects within both assigned and unassigned territories, uncovering new opportunities across the private markets space.
• Partner with your assigned Account Executives to develop territory strategies, share insights, and align outreach efforts.
• Leverage Modern Sales Tools:
• Use LinkedIn Sales Navigator, AI-driven prospecting platforms, and CRM systems (e.g., Salesforce) to build and manage a clean, organized pipeline.
• Spot Trigger Events and Buying Signals:
• Monitor industry news, funding announcements, acquisitions, leadership changes, and other trigger events to identify timely outreach opportunities.
• Use news alerts, research tools, and social signals to personalize outreach and connect with prospects when interest is highest.
• Become a Product and Industry Expert:
• Develop a deep understanding of Juniper Square’s platform and the value it delivers to real estate private equity and other private market investors.
• Confidently articulate our value proposition to senior decision-makers and tailor messaging to their unique needs.
• Engage in Events:
• Support and attend industry events, conferences, and webinars to identify prospects and build relationships.
• Manage pre- and post-event outreach - including invitations, follow-ups, and lead nurturing to convert interest into meetings.

Sales Associate, Private Equity – Fund Admin

Customer Success Manager

• Develop deep relationships with your clients, including key business executives and power user advocates
• Become an expert of your clients’ business, learning their objectives, goals, as well as how they plan to leverage Juniper Square in order to ensure their retention and growth
• Proven track record of negotiating optimal solutions, contracts, and expansion opportunities that foster client growth and deepen the broader relationship
• Identify and diagnose client operational efficiencies with appropriate services and solutions in order to drive referenceability and client satisfaction
• Provide strategic oversight of the product and services offered during implementation, onboarding, growth, and renewal
• Create success plans with clients, track mutual KPIs as well as initiatives both related and unrelated to Juniper Square
• Monitor and analyze client usage and engagement data to assess account health and proactively address any issues or concerns
• Act as an escalation point for clients, working closely with our technical support and product development teams to ensure resolution
• Influence internal and external partners to deliver outcomes that not only help our clients but also our company objectives. This includes a strong understanding of contractual commitments as well as identifying new revenue opportunities
• Work with Product, Sales, Marketing, Services, Finance, and Engineering teams to create new solutions, services, offerings, and/or product features that reflect the voice of our customers
• Meet with clients in person for high-impact activities, like annual business reviews and client events

Senior Customer Success Manager, Enterprise

Marketing Operations

• Administer, implement, and troubleshoot our marketing technology stack (Marketo, Salesforce, Google Ads, Qualified, etc).
• Find improvement opportunities for marketing efficiency and effectiveness across the buyer’s journey.
• Ensure seamless automation, integration, data integrity, and workflows.
• Manage relationships with marketing technology vendors, monitor vendor performance, and identify opportunities for new technology.
• Serve as the primary point of contact for operational requests, translating business needs into technical requirements as needed, managing project plans, and ensuring timely delivery.
• Write clear business requirements and keep process and system documents up to date.
• Proactively share priorities, progress, risks, and escalations early to keep stakeholders aligned.
• Manage consultant relationships and projects, and occasional special initiatives.
• Ensure data accuracy and accessibility across all marketing systems.
• Develop and implement data management processes (ie. attribution, lead routing and scoring, program automation, database enrichment, and optimizing backend data infrastructure).
• Provide actionable, data-driven insights to leadership and stakeholders that inform strategic decisions and optimize marketing spend.
• Develop and implement best practices for data management and hygiene in Marketo and other systems to ensure GDPR compliance.
• Streamline marketing processes to maximize efficiency, including lead generation, nurturing, and campaign execution.
• Own lead management (lead lifecycle, enrichment, quality, privacy, marketability, matching, scoring, routing, and conversion rate optimization).
• Automate repetitive tasks and workflows to free up time for strategic initiatives.
• Collaborate closely with marketing, sales, and other teams to align on marketing goals and strategies.
• Partner with technical teams to integrate systems and resolve issues quickly.

Senior Marketing Operations Manager

Executive Assistant

• Manage the COO's calendar, ensuring seamless scheduling and time management
• Serve as a key liaison, facilitating clear and proactive communication across teams and departments
• Track and coordinate COO-led projects to ensure timely execution and follow-through
• Organize travel and handle corporate expense reporting
• Coordinate and plan team events, recognition programs, and engagement initiatives
• Optimize internal meetings by setting agendas, gathering resources, and managing pre- and post-meeting communications
• Create polished presentations, documentation, and strategic communications for the Revenue Organization
• Maintain structured processes and organized systems to ensure smooth operations

DevOps Engineer

• Automate the provisioning of Juniper Square’s infrastructure in code
• Partner with Platform Engineering to build developer tooling and improve developer experience
• Partner with Data Engineering to improve data posture and drive operational excellence
• Evolve deployment pipelines to automate infrastructure deployments
• Improve metrics on main services and act as subject matter expert for global dev teams
• Enable observability, SLO/SLI reporting, and respond to business-impacting incidents related to infrastructure
• Adopt and drive solutions aligned with AWS Well-Architected frameworks and business objectives
• Identify performance bottlenecks and provide recommendations for improvement
• Proactively identify and solve unforeseen problems
• Help build, deploy, and scale a load testing environment analogous to production
• Enforce security and operational safety controls
• Participate in technical roadmap planning and estimation
• Participate and contribute in production readiness and architecture review board meetings and forums
• Train and mentor future engineers in the region
• Contribute to architectural improvements to meet future scaling and observability requirements

Site Reliability Engineer II

Security Engineer

• Conduct periodic, comprehensive security assessments for internal and external web services and drive remediation of vulnerabilities
• Participate in design reviews to assess and identify potential security vulnerabilities
• Develop, implement, and manage security policies and best practices across application development
• Manage quarterly security penetration testing and coordinate requirements with Development, DevOps and Security teams
• Collaborate with Development and DevOps teams to integrate security within CI/CD pipelines and advise on secure design practices
• Perform static code analysis, vulnerability assessment, and monitoring using industry-leading security tools
• Enhance cloud security posture in AWS, EKS, and Kubernetes environments
• Improve data security posture as the business evolves
• Maintain and improve documentation on security policies, protocols, and training for compliance readiness
• Maintain and administer tooling to detect and respond to anomalous behavior on critical product systems
• Devise and implement testing plan for compliance of edge networks across SDLC environments

Staff Engineer – Application Security

Chief Operating Officer

• Serve as a strategic advisor and force multiplier for the COO, providing data-driven insights and orchestrating executive engagements to maximize effectiveness.
• Ensure the successful execution of the COO's vision across Go-To-Market, Fund Administration, and GPX functions by creating operational leverage and aligning cross-functional teams on priorities and OKRs.
• Spearhead critical, cross-functional initiatives (e.g., SMURF project) from conception to completion by aligning stakeholders, mitigating risks, and enforcing project governance.
• Partner with the COO to manage the operating rhythm of her organization, facilitating leadership meetings, tracking OKRs, and managing internal communications.
• Own and execute high-priority special projects, tackling ambiguous challenges and delivering clear, data-backed recommendations to leadership.

Chief of Staff to the COO

IT Support

• Monitor and triage IT support queues and provide timely responses adhering to service-level agreements
• Troubleshoot Mac and Windows hardware, operating systems and software, and mobile devices; escalate as necessary
• Conduct remote support sessions to help resolve technical issues
• Document procedures, develop end-user instructions, and maintain an IT FAQ and knowledge base
• Setup and decommission computers and accounts for staff onboarding and offboarding
• Perform software installation, configuration, and troubleshooting on workstations and mobile devices
• Provide procurement and lifecycle management of physical assets and software licenses
• Work collaboratively on asset inventory ordering and maintain accurate counts of inventory levels
• Manage US asset inventory and replenish stock levels as needed
• Provide break/fix support and ship hardware replacements as needed
• Assist with Major Incidents including sending employee communications
• Participate in rotating on-call for after-hours/weekend support
• Participate in projects as needed and help with security/compliance initiatives
• Provide onsite technical support, network support (Wi-Fi, VPN), and training/guidance to employees

IT Helpdesk Specialist

Solutions Engineer

• Partner with Account Executives to target sales opportunities in fund administration for both new and existing clients.
• Manage and address all technical inquiries from potential clients.
• Determine client requirements and ensure alignment with Juniper Square’s capabilities, particularly for complex or specialized fund structures.
• Establish trust with prospective clients by demonstrating and in-depth understanding of their business needs.
• Assess the needs of potential clients and collaborate with the Industry Principal and Head of Fund Administration to tailor and price services.
• Engage with potential clients to understand their concerns and demonstrate how Juniper Square’s solutions can meet their needs.
• Develop relationships with Fund Administration team leaders to facilitate cross-functional collaboration.
• Identify product and service evolution opportunities based on feedback from potential clients.
• Forge partnerships with third-party providers to complement and enhance Juniper Square’s solutions, ensuring a seamless and comprehensive service experience for clients.

Fund Solutions Consultant

Chief of Staff

• Serve as a trusted advisor to the CEO and executive leadership, providing strategic insights, recommendations, and solutions to support effective decision-making
• Design and execute the company’s OKR process, including prioritizing initiatives, managing and influencing executive stakeholders, company communication, ensuring alignment across the company, and driving accountability to outcomes
• Manage the company’s operating rhythm, leading the structured cadence of key processes, meetings, activities and offsites that help the organization run smoothly and achieve its goals
• Lead high-impact, cross-functional projects as needed
• Manage the Senior Leadership Team, including orchestrating what business gets done when and where, managing the agenda, organizing offsites in partnership with CEO’s EA, and building deep relationships with the executive members
• Partner with CEO to own CEO’s internal communications initiatives such as All Hands meetings and leadership updates, ensuring employees remain connected to and inspired by the company's mission and aligned to current goals

Chief of Staff to the CEO

Program Manager

• Lead planning, execution, and governance of company-wide strategic initiatives
• Develop clear project plans with milestones, deliverables, metrics, and accountability mechanisms; manage these rigorously to ensure progress
• Collaborate with cross-functional leaders (e.g., Sales, Finance, Product, Engineering) to ensure alignment, remove blockers, and drive accountability
• Collaborate with stakeholders to ensure adequate resourcing for initiatives
• Communicate status, risks, and decisions to executive stakeholders; ensure timely and informed decision-making
• Implement structured frameworks for problem solving and issue resolution
• Proactively identify interdependencies and mitigate execution risk across initiatives
• Contribute to the development of PMO tools, templates, and best practices to ensure consistency across the PMO function

Program Manager, Technology GTM

Marketing

• Hosted and Channel Event Management: Lead the planning and execution of small to medium-sized hosted events, such as executive dinners, experiential events, roundtables, and lunch-and-learns.
• Coordinate all event logistics, including venue selection, catering, speaker coordination, A/V requirements, and attendee registration.
• Assist in developing and managing pre- and post-event communication plans to maximize attendance and ensure timely lead follow-up.
• Provide channel partners with necessary marketing materials to ensure successful co-branded events.
• Track event performance against goals (attendance, lead generation, pipeline contribution) and share insights.
• Collaborate with sales and channel partners to ensure events are aligned with goals and executed successfully.
• Marketing & Lead Management: Serve as a brand ambassador at hosted and partner events, clearly communicating the company’s value proposition while building connections with attendees and partners.
• Capture high-quality leads and customer insights, ensuring timely entry into CRM systems (e.g., Marketo, Salesforce).
• Partner with the sales teams to ensure effective lead handoff and follow-up.
• Administrative & Budgetary: Support marketing budget management by tracking expenses for hosted and partner events.
• Maintain and update the event calendar with all hosted and partner marketing activities.
• Prepare event reports summarizing activities, outcomes, key learnings, and ROI.
• Keep an organized inventory of event materials and promotional items.

Field Marketing Associate

Manager

• Strategy & Development: Support the Business Unit General Managers with the pricing and packaging strategy.
• Strategy & Development: Own pricing-related competitive and market research to benchmark pricing and inform positioning.
• Strategy & Development: Develop segmentation-based strategies to ensure market fit across different size companies and asset classes.
• Strategy & Development: Design and optimize monetization models including recurring subscriptions, usage-based pricing, and transaction-based add-ons.
• Analytics & Optimization: Define and track key pricing KPIs
• Analytics & Optimization: Partner with FP&A to run experiments and analyze pricing elasticity and performance.
• Analytics & Optimization: Conduct win/loss analysis and integrate feedback into pricing updates.
• Analytics & Optimization: Work with Finance to model revenue and margin impacts of pricing changes
• Cross-Functional Execution: Collaborate with Product & Business Unit GMs to align packaging with product capabilities and roadmap.
• Cross-Functional Execution: Support customer focused teams with pricing tools, enablement, and objection handling.
• Cross-Functional Execution: Lead structured rollouts and communications for any pricing or packaging changes.
• Governance & Operations: Maintain documentation and the change history of pricing decisions.
• Governance & Operations: Partner with BizOps and RevOps to manage pricing systems and internal tools (CPQ, billing systems, etc.).