Customer Success Manager, Mid-Market

Juniper Square

Customer Success Manager managing client accounts at Juniper Square. Onboarding users, ensuring satisfaction, and driving product adoption for a leading private markets platform.

Posted 6/29/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $86,000 - $105,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

5+ years of professional experience and 3+ years in a relevant customer success management role
Experience communicating with clients in written and verbal form
Experience leading client-facing meetings and presentations with multiple attendees of various levels, including executives
Passion for contributing to the customer's success with a product or service
Demonstrates competence in prioritization of time, resources, tasks, and people in order to meet deadlines and goals
Demonstrated experience quickly learning advanced technical subject matter and curiosity to grow in knowledge
Consistent, thoughtful use of AI across your core CSM deliverables, including the instinct to set it up with good context and a real example of where it improved quality, speed, or customer readiness.
Thrives in a changing and evolving work environment
Bachelor's degree or equivalent years of professional experience
Preferred:
Experience producing AI-powered work others reuse or run AI-enabled improvements with measurable outcomes.

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

Customer Metrics AnalysisProduct Adoption StrategiesOnboarding ProcessesRenewal ManagementOperational Infrastructure Improvement

Soft Skills

Effective CommunicationPrioritizationAdaptabilityCollaborationPresentation Skills

Certifications

Bachelor's Degree