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.

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