Juniper Square

Lead Technical Consultant

Juniper Square

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $140,000 - $175,000 per year

Job Level

About the role

  • Serve as a technical expert and maintain a deep understanding of Enterprise customer behaviors, product functionality, and industry best practices for large, complex organizations
  • Strategize and consult with customers that have many projects running concurrently to understand their plans, strategic goals, and desired business outcomes; proactively identify potential constraints, develop and build buy-in for alternative approaches, and affect change through a successful implementation
  • Design an appropriate adoption plan and execute in a timely fashion
  • Structure and lead specific training for customers involving many users with varying skill sets and responsibilities
  • Break down complex technical concepts for a wide audience of different stakeholders with a varying degree of technical expertise
  • Partner with team members across Project Management, Customer Success, Service, Product and Support to troubleshoot complex issues and drive successful outcomes for our largest customers
  • Become a leader internally for the Technical Consulting team; discover new efficient practices, share knowledge, and collaborate with team members
  • 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
  • Be a thought leader in how we expand our consulting footprint to better serve our customers and their unique needs

Requirements

  • Bachelor’s degree or equivalent work experience required
  • Minimum of 8 years relevant experience required with 3 years of enterprise client experience
  • Significant project management experience with large, strategic enterprise customers in the investment management industry
  • Experience consulting senior-level partners, understanding customer business goals, defining and tracking metrics and identifying problems and resolving them before they escalate
  • Effective analysis, interpersonal, written and oral communication skills
  • Must be able to communicate with others in a concise, persuasive and professional manner
  • Led client-facing meetings and presentations with multiple attendees of various levels, including executives
  • Must be creative and work well as a member of a team to drive decision making
  • Ability to identify areas for improvement and propose solutions to generate efficiencies
  • Performs under minimal supervision and can work independently
  • Technical experience working with API implementations preferred
  • Openness to travel to meet with customers or team members as needed
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
project managementAPI implementationsconsultingdata analysismetrics trackingproblem resolutiontechnical trainingadoption planningchange managementcustomer behavior analysis
Soft Skills
interpersonal skillswritten communicationoral communicationpersuasive communicationcreativityteam collaborationdecision makingproblem identificationindependenceleadership
Certifications
Bachelor's degree