Lead Product Onboarding Manager

Juniper Square

Lead Product Onboarding Manager managing the onboarding experience for strategic customers at Juniper Square. Focused on transforming investment data for our platform and providing expert guidance on data migration.

Posted 7/30/2026full-timeRemote • Alabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming • 🇺🇸 United StatesSenior💰 $124,000 - $155,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex financial data and executive-level customer relationships, with a strong focus on designing AI workflows and ensuring data quality. Proven ability to lead cross-functional initiatives and drive systemic change in onboarding processes.

Highest-signal resume keywords

Complex Financial Data ManagementAI Workflow Design and DeploymentExecutive-Level Customer Relationship ManagementData Quality Risk AssessmentMicrosoft Excel Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ManagementSQLPythonRData AnalysisProcess AutomationQuality AssuranceData MappingFinancial Dataset TransformationScope Negotiation

Soft Skills

Excellent CommunicationInfluencing SkillsCoaching and DelegationProblem-SolvingAdaptability

Tools & Technologies

Juniper SquareAI-Supported WorkflowsProject Management ToolsData Visualization ToolsCustomer Relationship Management Software

Industry Keywords

Investment BankingManagement ConsultingPrivate Markets OperationsEnterprise AccountsRegulatory Compliance

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Independently own communication with senior and executive customer stakeholders, and lead negotiation of scope and timeline changes.
Review, analyze, interpret, and transform complex financial datasets for import into the Juniper Square platform.
Advise our largest and most strategic customers — including those with decentralized global organizations and complex, unbuilt system integrations — on optimal data structures for both immediate onboarding needs and long-term platform performance.
Serve as the senior escalation point for our most complex or highest-risk onboarding engagements, including direct resolution with customer leadership.
Identify, scope, and lead initiatives that drive systemic change — process automation, tooling improvements, or structural changes to how the team operates — and own a major component of the team's service model end-to-end.
Delegate work to and coach junior Product Onboarding Managers on advanced prioritization, risk assessment, and quality-review technique.
Build strategic partnerships with cross-functional leaders across Project Management, Product, Engineering, and Customer Success to deliver a cohesive customer experience. Build and maintain AI-supported workflows for recurring onboarding activities (data mapping playbooks, migration status reports, escalation summaries, customer handoff docs) so output is consistent and reusable across accounts.
Build scalable AI workflows that transform processes and automate work across the team, extending your impact past your own customer work.

Requirements

What you’ll need

8+ years of experience in fields leveraging complex financial data (investment banking, management consulting, private markets operations, or related areas).
Bachelor’s degree or equivalent work experience.
Proven success independently owning executive-level customer relationships and scope negotiations for enterprise or global accounts with complex regulatory or structural requirements.
Experience designing and deploying AI workflows spanning multiple tools or data sources with measurable outcomes.
Track record identifying and resolving data-quality risk at scale, including experience providing secondary quality review of others' work.
Strong expertise in Microsoft Excel, with experience managing and manipulating complex datasets.
Excellent written and verbal communication, with the ability to explain complex concepts to both technical and non-technical audiences.
Demonstrated ability to influence and guide customer decisions, including at the executive level.
Comfort working in ambiguous, rapidly changing environments.
Experience with scripting languages and data management tools (SQL, Python, R) preferred.
Experience overseeing the work of an internal project team; overseeing technical work delegated to others, providing quality-assurance oversight, and holding members accountable to timeline commitments.

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