Juniper Square

Senior Sales Associate, Expansion

Juniper Square

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $80,000 - $92,000 per year

Job Level

Senior

About the role

  • 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.

Requirements

  • 3–5 years of experience in customer-facing roles within B2B SaaS, investment management, or fintech
  • Understanding and experience working within Fund Administration services within private equity, venture capital, or real estate
  • Proven ability to build relationships with senior finance personas—especially CFOs and fund operations leaders—to identify business needs and drive expansion opportunities
  • Proven ability to identify and qualify expansion opportunities within an existing customer portfolio, including upsell/cross-sell motions and pipeline generation
  • Experience conducting strategic outbound outreach (email, phone, LinkedIn) to engage current customers and uncover new growth use cases
  • Demonstrated success collaborating cross-functionally with Customer Success Managers, Account Executives, and Marketing to drive coordinated account engagement
  • Comfortable participating in QBRs, customer touchpoints, and business reviews to identify expansion triggers and position additional solutions
  • Highly organized with strong CRM discipline in Salesforce, experience with Outreach or Gong is a plus
  • Results-driven and motivated by achieving quarterly pipeline and opportunity creation goals
  • Interest in growing into a broader account growth or full-cycle sales role within a high-performing GTM organization
Benefits
  • Health, dental, and vision care for you and your family
  • Life insurance
  • Mental wellness coverage
  • Fertility and growing family support
  • Flex Time Off in addition to company-paid holidays
  • Paid family leave, medical leave, and bereavement leave policies
  • Retirement saving plans
  • Allowance to customize your work and technology setup at home
  • Annual professional development stipend
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer engagementpipeline developmentoutbound outreachupsellcross-selldata managementreportingaccount qualificationstrategic account engagementCRM discipline
Soft Skills
collaborationrelationship buildingorganizational skillsresults-drivenmotivationcommunicationstrategic thinkingaccountabilitycustomer successproblem-solving