Juniper Square

Accountant

• Assist in the review of U.S. partnership income tax returns (Form 1065), investor Schedule K-1s, and supporting workpapers for investment funds and management companies.
• Own complex partnership tax work, including aggregate and special allocations, waterfall and carried-interest calculations, book-to-tax differences, and capital account maintenance.
• Own the end-to-end tax deliverables for assigned funds, including managing K-1 delivery timelines and overall quality.
• Manage filing calendars, extensions, and deliverable timelines across multiple funds to ensure on-time, penalty-free filing.
• Research partnership tax issues and document positions clearly for internal review.
• Coordinate with fund accounting teams, external auditors, and onboarding teams to resolve issues and improve processes.
• Mentor and train associates and interns; contribute to workflow and quality improvements.

Senior Tax Accountant – Fund Tax Compliance

Billing Specialist

• Review customer contracts and correspondence, interpreting ambiguous contract language to determine correct billing treatment
• Process invoices and credit memos for complex or non-standard billing scenarios
• Guide and support teammates on invoice processing workflows within Zone
• Review invoices processed by the team for accuracy before sending out to customers
• Respond to customer billing inquiries via email, researching and providing accurate answers in a timely manner
• Perform daily cash application: match incoming customer payments to invoices and post accordingly
• Own follow-up on past-due accounts, coordinating escalations with Fund Admin/CX as needed
• Monitor AR aging and flag at-risk balances to the Billing & Collections Manager
• Play a key role in ongoing process improvements and workflow refinement within Zone (project-based work)
• Manage increased workload during peak Fund Admin billing cycles (December, March, June, September)
• Partner cross-functionally with Deal Desk on contract structuring, and with Fund Admin/CX on billing and collections
• Comfortable using AI tools to improve productivity and efficiency across billing, cash application, and reporting workflows

Senior Billing & Collection Specialist

• Review, digest and identify inconsistencies in a variety of customer contracts with multiple products and service types; prepare invoices daily
• Ensure invoices are free from error and tie to the terms in the contract
• Maintain customer master files including all customer details
• Answer billing-related questions from external customers and internal departments
• Complete vendor setup forms for new customers as needed
• Ensure Service Level Agreements are met; escalate errors and billing issues through designated processes and in a timely manner
• Manage collections process and follow up with customers about status of outstanding payment
• Work closely with Fund Accounting and Customer Success teams for delinquent accounts
• Partner closely with the Deal Desk and Fund Administration teams, asking questions proactively to clarify contract terms and resolve open items
• Assist the Billing Manager and Accounting team with special projects as needed
• Comfortable using AI tools to support day-to-day billing and collections work, improve productivity, and help catch errors

Billing & Collection Specialist

Administration

• Own the end-to-end fund accounting function for a book of real estate private credit clients, including NAV calculations, financial statement preparation, capital activity processing (calls, distributions, recallable capital), and fee/carry calculations
• 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
• Act as a senior point of contact for client CFOs, controllers, and finance teams; manage escalations professionally, set and maintain service expectations, and proactively surface issues before they become problems
• Drive continuous improvement across workflows, controls, and documentation; partner with internal technology and product teams to improve how Juniper Square's platform supports real estate credit accounting needs

Senior Director, Fund Administration – Real Estate Credit

Product Marketing

• Partner on Juniper Square’s strategy, positioning and messaging for the private equity segment, articulating a differentiated value proposition for each stakeholder in the PE buying group; CFOs, COOs, Heads of Finance and Fund Operations, Investor Relations, and technical evaluators.
• Build the PE persona and industry playbooks: buyer and influencer roles, priorities, objections, and content needs at every stage of the sales journey.
• Work directly with Sales leadership and top sellers to co-create the collateral that wins PE deals: executive briefs, ROI narratives, competitive battlecards, and stakeholder-specific decks for each stage of the buying process.
• Act as the internal expert on PE deal dynamics, playing an active role in shaping messaging and strategy on high-stakes opportunities.
• Conduct deep voice-of-customer research through customer interviews, win/loss analysis, and Sales feedback to continuously enrich our understanding of PE personas and use cases.
• Own competitive intelligence for the PE segment and disseminate actionable insights to Sales, Growth Marketing, and Product so the whole go-to-market motion stays aligned around how PE firms actually buy.
• Use AI agents and tooling as core infrastructure to research accounts, synthesize customer and competitive inputs, which measurably accelerates the production of messaging and enablement assets.
• Apply judgment to what AI produces: know where automation accelerates the work and where human insight matters.
• Partner with Demand Gen to ground PE campaigns in strong, persona-relevant messaging and provide the inputs that drive message-market fit.
• Work with Product to translate complex platform capabilities into clear, resonant value propositions for PE buyers.
• Support Customer Marketing in surfacing the PE customer stories that validate our messaging with real-world proof.

Senior Product Marketing Manager, Private Equity

Performance Marketing

• Build the demand generation engine. Stand up the demand gen programs, plays, data, and tooling that connect to and fuel the rest of the unified pipeline team — events and field marketing, SDRs, and sales associates — so that target accounts keep progressing through every stage of their journey.
• Make demand generation AI-native. Lead a demand motion built as a closed loop: agents research every target account, watch for trigger events like fund closes, executive moves, and competitor signals, and personalize outreach the moment a buying window opens. Channel-native creative is composed from canonical positioning, voice, and proof points rather than re-derived from scratch for each campaign, and spend reallocates on measured response so what works sharpens the next cycle.
• Break the demand generation playbook. The firms we're after are a small, sophisticated audience that tunes out generic marketing. You’ll need to go beyond the tried-and-true channels every demand gen playbook reaches for and invent unconventional programs, formats, and moments that earn attention and trust with this audience.
• Build and develop a high-performing, AI-fluent team. Hire, lead, and grow a team of campaign and channel marketers who work AI-first by default. Set clear ownership, coach for impact, and raise the bar on the quality and velocity of the work.
• Operationalize account targeting and tiering. Partner with sales to sharpen the ideal customer profile, select and prioritize target accounts, and align on shared goals and account priorities.
• Orchestrate across the motion. Build a tight operating rhythm with the outbound and field teams you sit alongside, so that targeting, account status, and next steps stay shared and the full motion moves accounts forward together.
• Own the number. Be accountable for the pipeline your programs create, and define and report on the metrics that matter — account progression, pipeline created, and win rate.
• Own the budget. Allocate ABM and channel spend, including agency investment, to the highest-return programs.

Director, Demand Generation

Engineering Manager

• Lead the engineering squad building Juniper Square’s next-generation fundraising platform — the system that digitizes private capital markets through a seamless, “one-click” subscription experience.
• This is a critical, hands-on leadership role for a technical manager who thrives on replacing manual, fragmented processes with modern, scalable infrastructure.
• You will be deeply involved in your team’s technical direction, guiding architectural decisions, and solving complex, high-scale engineering challenges alongside your engineers.
• This role demands a “player-coach” mentality, where you will not only manage the team but also provide strong technical mentorship and contribute to design and architecture.
• Your leadership will be key to building reusable investor profiles, an “omni-channel” onboarding experience, and AI-driven intelligence that automates complex financial workflows at scale.

Accounting Manager

• Reconcile daily cash transactions, including investment activity, income and expense accruals, and capital activity.
• 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 ensuring assets are valued according to US GAAP, 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.

Associate II, Fund Administration, Accounting

Sales

• 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.
• Identify and engage prospects within both assigned and unassigned territories.
• Partner with your assigned Account Executives to develop territory strategies, share insights, and align outreach efforts.
• Use AI tools (e.g., Claude) consistently across the core sales workflow.
• Use LinkedIn Sales Navigator, AI-driven prospecting platforms, and CRM systems (e.g., Salesforce) to build and manage a clean, organized pipeline.
• Monitor industry news, funding announcements, acquisitions, leadership changes, and other trigger events to identify timely outreach opportunities.
• Support and attend industry events, conferences, and webinars to identify prospects and build relationships.

Sales Associate

Customer Success Manager

• Manage a portfolio of 60-75 existing customer accounts
• Work with end-users of the product on implementation, onboarding, product adoption, and renewals
• Review customer metrics for product adoption, client satisfaction, and customer goals
• Develop advanced knowledge of the customer, product, and industry
• Contribute to internal projects that improve operational infrastructure
• Work with product and engineering teams to create new product features that reflect the voice of our customers
• Use AI tools (e.g., Claude) as part of your core CSM workflow so you arrive sharper, faster, and more customer-ready.
• Look for ways to apply AI across your book and your own workflow, and share what works so the wider team benefits.

Customer Success Manager, Mid-Market

Full-stack Engineer

• Own Technical Direction and Architecture
• Set the technical direction for AI systems, including shared AI SDKs, guardrails, evaluation frameworks, feedback systems, and agentic workflow infrastructure
• Own architecture and technical strategy for complex backend and AI platform systems, from design through production
• Lead technical design for ambiguous, cross functional initiatives, evaluating tradeoffs, aligning stakeholders, and driving implementation
• Evaluate and select technologies with a bias toward what ships well and scales sustainably
• Write production code as a hands on individual contributor
• Design and operate LLM powered systems, including RAG pipelines, agentic workflows, evaluation infrastructure, guardrails, and model observability
• Own end to end reliability of AI systems, from design through structured output delivery
• Define quality benchmarks
• Champion and embed AI native development practices and tools to drive productivity gains
• Foster a culture of rapid iteration, high velocity, and quality
• Mentor engineers, raise the quality of technical decision making, and help the team execute with consistency
• Establish coding standards, review practices, and architectural documentation that scale as the team grows
• Partner with recruiting to build and grow the team
• Collaborate with Engineering Managers, Product, Design, and QA to translate requirements into executable technical plans
• Participate actively in design reviews and roadmap discussions with a grounded, implementation level perspective
• Handle most cross team conflicts and technical decisions autonomously
• Ability to critically evaluate AI generated code and outputs, including identifying failure modes, regressions, and edge cases introduced by AI assisted development

Technical Lead

• Lead the architecture and evolution of core systems
• Define the vision, architecture, operating model, and execution roadmap
• Actively design systems, prototype solutions, write and review code
• Modernize the service architecture and cloud foundation
• Collaborate closely with engineering leadership and product teams
• Mentor engineers and build a culture of operational excellence
• Serve as the senior technical voice in enterprise sales
• Ensure reliability, scalability, and resilience of the platform

Senior Staff Software Engineer, AI

• Own end-to-end accountability for Investor Services delivery across a portfolio of the firm's largest and most complex client relationships, including major enterprise engagements requiring white-glove coordination and executive-level partnership.
• Lead, develop, and hold accountable a team of Directors and their globally distributed organizations spanning investor onboarding, AML compliance, treasury operations, CRM administration, and investor portal delivery.
• Design and execute the organizational structure, staffing model, and capability roadmap required to absorb significant new business volume without sacrificing service quality or team health.
• Build and maintain a rigorous quality assurance framework across Investor Services — defining standards, audit mechanisms, and feedback loops that give leadership visibility into operational health and give clients confidence in our execution.
• Own the strategic relationship with key enterprise clients, serving as an executive escalation point and a proactive thought partner on how Juniper Square can better serve their evolving needs.
• Drive cross-functional alignment with Product, Fund Accounting, Customer Success, Sales, and Compliance to ensure the operating model keeps pace with platform development and market commitments.
• Lead workforce planning across a large, globally distributed organization — including headcount modeling, geographic footprint decisions, and succession planning for critical leadership roles.
• Establish and own the KPI framework for Investor Services, translating operational data into insights that inform resourcing decisions, client conversations, and strategic planning at the executive level.
• Identify and lead initiatives to improve automation, workflow efficiency, and controls — especially in high-volume, high-stakes areas like LP onboarding and capital event processing.
• Represent Investor Services in firm-wide strategic discussions, contributing operational perspective and market intelligence to product, go-to-market, and leadership planning.

Senior Director, Fund Administration – Core IS

Consultant

• Develop and implement standard operating procedures for how the Technical Consulting Team interacts with internal and external stakeholders.
• Strategize and consult with customers to understand their motivations, business drivers, strategic goals, and desired business outcomes
• Design an appropriate adoption plan and execute in a timely fashion
• Identify and overcome potential constraints, create positive outcomes and increase customer feature adoption and engagement
• Structure and lead specific training for customers involving many users with varying skill sets and responsibilities
• Break down complex and technical concepts for a wide audience of different stakeholders with a varying degree of technical expertise
• Serve as a technical expert and maintain a deep understanding of customer behaviors, product functionality, and industry best practices
• Partner with team members across Project Management, Customer Success, Service and Support to troubleshoot complex issues and drive successful outcomes for our customers
• Collaborate cross-functionally with product development teams to guide Juniper Square’s product roadmap that reflects the voice of our customers
• Work across the organization to create, document and maintain consistent messaging around product and procedural best practices.
• Use AI tools as part of your core delivery workflow to produce sharper, faster, more customer-ready output.
• Identify AI and integration opportunities from customer conversations, pain points, and workflow gaps, and give credible guidance on what's buildable and the best practices.

Senior Technical Consultant

Business Analyst

• Understand internal customers' needs and facilitate setting project goals and objectives
• Conduct business discovery sessions with stakeholders to identify automation and AI opportunities
• Translate business requirements into actionable technical requirements
• Facilitate meetings for requirements gathering, User Acceptance Testing (UAT)
• Partner with GTM systems teams to track implementation through UAT and post-launch optimization
• Conduct testing, track issues and manage resolution throughout project lifecycles
• Manage projects and report on status
• Map, document, and maintain current-state and future-state business processes
• Deliver user training and present on project launches