Senior Technical Consultant

Juniper Square

Senior Technical Consultant responsible for designing and delivering customer solutions. Work with large enterprise clients to improve their investment management processes at Juniper Square.

Posted 6/18/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $115,000 - $140,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor degree or equivalent work experience required
Minimum of 5 years relevant experience, including experience working with large, strategic enterprise customers in the investment management industry
Analytical mindset with in-depth excel skills
Effective analysis, interpersonal, written and oral communication skills.
Must be able to communicate with others in a concise, prescriptive, persuasive and professional manner
Led client-facing meetings and presentations with multiple attendees of various levels, including executives
Creative problem solver who collaborates effectively across teams to drive decision making
Ability to identify areas for improvement and propose solutions to generate efficiencies
Ability to travel nationally up to 10% of the time to meet with customers or team members as needed
Previous consulting-like experience helping customers achieve outcomes in a technical manner
Hands on experience establishing repeatable, context-rich use of AI across deliverables.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

standard operating proceduresadoption plan designtraining developmenttechnical consultingAI tools usageExcel skillsdata analysisproblem solvingcustomer engagement strategiesintegration opportunities

Soft Skills

interpersonal skillswritten communicationoral communicationcollaborationcreativitypersuasivenessanalytical mindsetleadershipdecision makingcustomer-focused

Certifications

Bachelor degree