Juniper Square

Technical Recruiter

• Manage the full-cycle recruitment process for engineering, product, and IT teams, while flexing to support business functions (e.g., GTM, Operations, Finance, People) as priorities shift
• Build and execute tailored sourcing and hiring strategies based on the needs of each function
• Serve as an influential business partner, proactively recommending improvements, sharing competitive market insights, and bringing forward creative ideas to elevate our hiring approach
• Create and own an exceptionally positive candidate experience at every stage
• Identify high potential beyond keyword matching — assessing capability, trajectory, and culture contribution
• Balance immediate hiring goals with long-term pipeline building across both technical and business talent markets
• Use our ATS (Ashby) to manage pipeline health, ensure data integrity, and provide actionable reporting insights
• Navigate challenges with candidates, colleagues, and hiring teams using a solutions-oriented, collaborative approach
• Develop strong relationships with managers, department leaders, and interviewers, setting stakeholders up for success throughout the hiring process
• Partner cross-functionally with compensation, onboarding, legal, and finance to achieve company-wide hiring goals
• Provide feedback to peers and leadership to continuously improve recruiting strategy, processes, and outcomes

Senior Technical Recruiter

Solutions Engineer

• Present tailored demonstrations of Juniper Square’s technology solutions to technical audiences, virtually and in-person, with a focus on communicating business value
• Develop mastery of our software’s features to position Juniper Square as the optimal solution to prospects by answering technical questions and handling objections, often in an impromptu manner
• Conduct discovery calls to understand a prospect’s systems and technology stack, data flows, and workflows.
• Synthesize customer needs in order to influence product roadmap, especially with regard to breaking into new asset classes
• Create detailed and realistic proof of concepts which mirror our prospects’ fund structures and investment performance behaviors to help prospects envision how their operations and investor outcomes are improved with Juniper Square
• Respond to RFPs positioning Juniper Square as the optimal solution to solve their problems
• Maintain knowledge of the software’s product roadmap to win active deals which require functionality not yet live today as well as help customers understand the vision for where Juniper Square is going
• Serve as the voice of Sales to provide commercial perspective in new product and service go-to-market initiatives

Learning and Development

• Own the overall enablement content architecture, defining how learning content is structured, modularized, governed, and scaled across programs to ensure consistency, reuse, and long-term maintainability.
• Lead the design and maintenance of modular, reusable enablement content that supports onboarding, product rollout, and ongoing learning
• Ensure learning experiences are clear, engaging, interactive, and easy to maintain
• Apply instructional design best practices and content standards across programs
• Partner with SMEs, Product, and Operations leaders to understand enablement needs
• Lead structured discovery sessions to translate business and product requirements into effective learning solutions
• Manage stakeholder expectations, timelines, and scope for enablement initiatives
• Execute against the enablement roadmap in alignment with product release schedules and organizational priorities
• Manage multiple concurrent enablement projects, ensuring quality and on-time delivery
• Identify risks, dependencies, and resource constraints and escalate as needed
• Manage and develop a distributed instructional design team across North America and India
• Provide coaching, feedback, and performance management
• Support workload planning, prioritization, and day-to-day team execution
• Use AI tools to accelerate content creation, iteration, and maintenance
• Apply best practices for responsible AI use in learning design
• Continuously improve team efficiency through tools, templates, and process improvements
• Collaborate with Product and Customer Education teams to support enablement for new releases
• Ensure enablement deliverables are aligned with broader learning and product initiatives
• Participate in cross-functional planning and execution forums as needed

Manager, Fund Administration – Instructional Design and Enablement

Director

• Define and evolve Juniper Square’s creative vision, driving the execution of our brand transformation across web, campaigns, sales enablement, events, video, and executive communications.
• Ensure a consistent brand expression that builds trust and credibility in the high-stakes Private Equity and Investment markets.
• Partner with the Head of Corporate Marketing to align creative priorities with company goals, serving as a strategic advisor on how brand drives business efficiency.
• Transform the operating model for brand creative, moving the team from reactive execution to a proactive, scalable studio model. You will audit and restructure intake, prioritization, resourcing, and workflows (using tools like Figma and Asana).
• Improve speed and predictability of delivery by introducing structure, visibility, and repeatable processes. You will effectively manage the traffic of a high-volume team without sacrificing quality.
• Maintain templates and enablement systems (Brand Hubs, Asset Libraries) that allow cross-functional teams to self-serve, ensuring the creative team focuses on high-leverage strategic work.
• Build and lead a high-performing team of designers and creators. You will actively mentor the team, raising the bar on design thinking and execution.
• Own agency and vendor relationships for high-leverage initiatives (including video and experiential), establishing clear guardrails, managing budgets, and leading reviews to ensure quality and consistency.
• Create a culture of craft, curiosity, and accountability, including the thoughtful integration of emerging tools (including AI) to create operating leverage.
• Partner with Product, Sales, Customer, and executive stakeholders to understand priorities and deliver creative that supports the full funnel (awareness through retention).
• Navigate a matrixed environment to translate complex product and market concepts into simple, compelling narratives that resonate with modern GPs and institutional decision-makers.
• Improve high-impact moments that shape perception and conversion, including core website pages, pitch and sales materials, and customer storytelling.

Senior Director, Brand and Creative Services

Administration

• Take ownership of the reporting lifecycle, transforming client templates into live, dynamic solutions
• Ensure the data foundation in Investran matches the design requirements
• Engineer necessary drivers in Query Manager (Report Wizard) to power the final layout in Report Builder
• Independently reverse-engineer solutions for unique reporting challenges
• Use advanced logic in Report Builder to manage presentation requirements

Senior Associate, Fund Administration – Reporting Specialist

Product Manager

• Define and own the API product vision, long-term strategy, and roadmap, aligning with company goals and customer integration needs.
• Identify opportunities to expand our API offerings to support new financial products, data capabilities, and partnership integrations.
• Implement industry best practices in API-first products to ensure we meet and exceed scale, security and compatibility standards.
• Translate business and client integration requirements into detailed product requirements, user stories, and API specifications.
• Work closely with engineering and architecture teams to design RESTful API endpoints, data models, versioning standards, authentication mechanisms, and integration workflows.
• Prioritize API features, enhancements, and technical debt based on customer impact, business value, and engineering capacity.
• Manage full lifecycle of API products including development, testing, documentation, versioning, deprecation, and migration planning.
• Act as the primary product-facing technical liaison to client engineering teams, understanding integration requirements and helping them adopt our APIs successfully.
• Lead discovery sessions with clients to map data flows, identify integration challenges, and propose API-based solutions.
• Support technical onboarding by ensuring clear documentation, sample code, sandbox environments, SDKs, and troubleshooting guides.
• Collaborate with implementation and support teams to resolve integration issues and optimize API usage.
• Work closely with engineering leads to ensure technical feasibility, scalability, performance, and security of API products.
• Partner with security, risk, and compliance teams to ensure APIs meet regulatory requirements and follow best practices for data protection.
• Collaborate with product marketing to articulate API capabilities, value propositions, and go-to-market messaging.
• Establish and maintain API governance standards including versioning, documentation guidelines, lifecycle management, and design best practices.
• Evaluate and integrate third-party technologies, APIs, and data services that enhance our product ecosystem.
• Work with our engineering teams to ensure reliable API deployment pipelines, monitoring, alerting, and uptime performance.
• Drive continuous improvements to API usability, developer experience, performance, and reliability.

Senior Product Manager – Technical, API and Integrations

Accounting Manager

• Execute daily transaction processing activities, including trade settlements, income and expense accruals, and corporate actions.
• Ensure transactions are recorded accurately and in compliance with fund guidelines.
• Contribute to the calculation of the Net Asset Value (NAV) for assigned funds.
• Assist in valuing fund assets, calculating income distributions, and reconciling discrepancies.
• Support the preparation of financial statements, investor reports, and regulatory filings.
• Verify the accuracy of financial data and resolve discrepancies.
• Perform daily, monthly, and annual reconciliations of fund holdings, cash balances, and other portfolio-related data.
• Investigate and rectify any discrepancies in a timely manner.
• Assist in ensuring that fund accounting practices comply with regulatory requirements and industry standards.
• Maintain accurate fund accounting records and documentation.
• Identify opportunities for process enhancements and participate in implementing improvements.
• Collaborate with team members to streamline workflows and increase efficiency.

Senior Associate, Fund Administration – Accounting

• Design and architect systems for the Accounting Platform, actively participating in design reviews.
• Mentor engineers, fostering their growth and development by upholding a high bar for quality and operational metrics.
• Contribute to and drive complex projects, executing development tasks through completion.
• Collaborate with cross-functional partners (Product, UX, QA) to ensure the team meets project timelines and solutions align with business strategy.
• Ensure high quality in deliverables through code reviews and by applying best practices for robust and scalable solutions.
• Own monitoring, diagnosing, and resolving production issues within Accounting Software systems.
• Assist in assessing technical risk and feasibility to support the technical roadmap.
• Provide technical support for stakeholder groups, making complex concepts easy to understand.

Senior Software Engineer, Accounting

Sales

• Lead, coach, and develop a team of Growth AEs focused on the real assets/commercial real estate segment
• Drive consistent quota attainment across the team through structured pipeline reviews and deal coaching
• Instill a culture of urgency, accountability, and disciplined execution
• Identify performance gaps and proactively implement coaching plans
• Hire, onboard, and ramp high-performing AEs aligned to our ideal profile
• Own forecasting accuracy and pipeline visibility across hundreds of active accounts
• Ensure strong CRM hygiene, segmentation strategy, and account prioritization
• Establish clear performance metrics for activity, conversion, and deal velocity
• Coach reps on structured discovery, objection handling, and competitive positioning
• Elevate demo quality and product fluency across the team
• Support complex or late-stage deals when necessary to secure wins
• Inform go-to-market strategy and territory segmentation based on CRE market knowledge

Manager, Technology Sales – Real Assets

Frontend Engineer

• Develop and maintain shared frontend libraries, build pipelines, component frameworks, and developer tooling.
• Enhance workflows for frontend engineers, optimize CI/Deployment processes, and streamline local development.
• Advocate for and implement modern frontend development patterns, accessibility standards, and performance optimizations.
• Provide guidance, documentation, and support to product teams using the frontend platform.
• Use observability tools to measure and enhance frontend application performance and reliability.
• Work closely with product engineers and designers to align on platform improvements.

Software Engineer II, Front End

Backend Engineer

• Own projects end-to-end, from concept and architecture through implementation, testing, and deployment.
• Partner closely with engineering, design, and product to translate product and technical vision into code.
• Design, build, and operate high-performance backend services at scale.
• Evolve existing systems to support rapidly growing scale and complexity.
• Proactively surface execution, cost, and technical risks, align on trade-offs, and drive pragmatic solutions to unblock teams.
• Set and uphold a high bar for technical excellence through strong design, coding, and testing practices.
• Leverage observability to measure, improve, and maintain application performance and reliability.
• Shape the team roadmap by identifying opportunities for technical improvements and innovation.
• Build internal tools that improve efficiency for engineers and partner teams across the organization.
• Mentor engineers and foster a culture of continuous learning and technical growth.

Senior Software Engineer, Platform – Backend

Full-stack Engineer

• Design and architect systems for the Treasury Platform, actively participating in design reviews.
• Mentor engineers, fostering their growth and development by upholding a high bar for quality and operational metrics.
• Contribute to and drive complex projects, executing development tasks through completion.
• Collaborate with cross-functional partners (Product, UX, QA) to ensure the team meets project timelines and solutions align with business strategy.
• Ensure high quality in deliverables through code reviews and by applying best practices for robust and scalable solutions.
• Own monitoring, diagnosing, and resolving production issues within the Treasury Platform.
• Assist in assessing technical risk and feasibility to support the technical roadmap.
• Provide technical support for stakeholder groups, making complex concepts easy to understand.

Senior Software Engineer, Treasury

Financial Planning and Analysis

• Work as a member of the FP&A team in delivering accurate, reliable forecasts and analysis across multiple functional areas, with a strong focus on data integrity and consistent execution.
• Assist with budgeting, forecasting, and planning processes, working closely with leadership to incorporate inputs from functional teams and meet planning timelines and deliverables.
• Support monthly close and forecast update cycles by validating actuals, updating forecasts, and ensuring alignment between Accounting and FP&A views.
• Prepare Budget vs. Actual (BvA) analysis and variance commentary, helping leadership clearly explain results, trends, and key drivers.
• Build, maintain, and update financial models to support departmental planning needs, including headcount scenarios, ROI analyses, software and vendor forecasts, and other ad hoc analyses.
• Maintain and manage inputs within FP&A systems and tools (e.g., Pigment, TeamOhana, and related tools), ensuring data accuracy and consistency across forecasts, budgets, and reporting.
• Work closely with the People team to maintain accurate headcount data and forecasts, ensuring hiring plans, attrition assumptions, and timing are accurately reflected in FP&A models and planning cycles.
• Execute analyses and deliverables based on priorities set by FP&A leadership, managing multiple workstreams while meeting planning and reporting deadlines.
• Serve as a reliable finance resource for internal teams, responding to finance-related questions and helping clarify data, assumptions, and outputs.
• Help scale FP&A processes and capabilities by supporting improvements to models, templates, reporting, and documentation as the organization grows.
• Document models, assumptions, and processes to support consistency, knowledge sharing, and long-term scalability.
• Grow into increased ownership over time, with the opportunity to eventually support end-to-end analysis and partnership for specific departments or planning areas.

Senior Finance Analyst

• Source New Opportunities: Proactively identify and engage Fund Administration expansion opportunities through strategic outbound outreach across an assigned portfolio of existing Juniper Square customers.
• Partner Cross-Functionally: Collaborate closely with Customer Success Managers (CSMs) to review account portfolios, analyze customer health and activity, and identify expansion triggers. Work together to develop tailored engagement and outreach strategies.
• Customer Engagement: Participate in customer business reviews, QBRs, and ongoing touchpoints to uncover operational gaps, evolving business needs, and opportunities to position Juniper Square’s Fund Administration solutions.
• Pipeline Development & Handoff: Act as the bridge between CSMs and Account Executives (AEs)—qualifying expansion opportunities and executing a seamless handoff for sales follow-up and deal execution.
• Campaign Collaboration: Partner with Marketing and Sales leadership to drive awareness and engagement through events, webinars, and industry conferences. Contribute to campaign planning and follow-up to build and accelerate FA pipeline.
• Data Management & Reporting: Maintain disciplined and accurate tracking of all outreach, account signals, and opportunity progress within Juniper Square’s CRM and reporting systems.
• Performance & Accountability: Consistently achieve or exceed quarterly pipeline creation goals for Fund Administration, demonstrating strong execution, collaboration, and strategic account engagement.

Senior Sales Associate, Expansion

• Use Juniper Square software to support our investor services customers
• Manage treasury related activities such as logging incoming LP contributions and initiating outgoing payments
• Perform AML activities including GP onboarding, LP onboarding and Source of Funds checks
• Conduct KYC / Watchlist monitoring checks on individuals and entities; investigate and resolve any issues
• Perform workspace management tasks on behalf of our clients, including creating new contacts and positions and bulk uploading new client data
• Disseminate K-1 documents and other client reports through the Juniper Square software
• Monitor customer health and provide feedback to internal teams
• Identify and flag areas of improvement in our processes and procedures
• Build knowledge of our evolving software, the fund administration industry and private capital markets