Juniper Square

Procurement

• Build upon and evolve Juniper Square's procurement strategy with an AI-first mindset — identifying where automation, intelligent tooling, and agentic workflows can unlock scalability and operational excellence.
• Lead, mentor, and develop a high-performing procurement team, modeling continuous learning and embedding AI fluency as a core team capability.
• Serve as a trusted advisor to the executive team, shaping vendor strategy and ensuring procurement initiatives align with organizational priorities and our broader AI transformation roadmap.
• Partner closely with Finance, Legal, Security, and Business Operations to ensure procurement activities align with budget, compliance, and risk-management objectives.
• Champion AI-driven process adoption across the organization — educating stakeholders, driving change management, and ensuring consistent policy adherence as new workflows are introduced.
• Lead all strategic sourcing activities, including supplier selection, RFPs, contract negotiations, and vendor performance management.
• Manage the full contract lifecycle, ensuring accuracy, compliance, and visibility across all vendor agreements — leveraging AI tooling to reduce cycle time and increase data integrity.
• Oversee vendor performance management, including KPIs, SLAs, and renewal reviews, to ensure optimal pricing, service levels, and long-term value.
• Proactively manage renewals and vendor relationships to maintain competitive advantage and operational continuity.
• Identify and deliver significant cost savings across software, services, and operations while maintaining quality and mitigating risk.
• Lead the design and implementation of AI-powered procurement workflows — from contract review and spend analysis to vendor risk assessment and renewal forecasting.
• Evaluate, pilot, and scale AI tools (including agentic platforms such as Claude) that reduce manual lift and increase procurement team output without sacrificing rigor.
• Develop and maintain dashboards and reporting that track procurement KPIs, performance metrics, and savings outcomes — increasingly powered by automated data pipelines and AI-assisted analysis.
• Build a continuous improvement culture on the team, where identifying automation opportunities is an expected part of every team member's role.

Senior Director, Procurement and Strategic Sourcing

Administration

• Build knowledge of our evolving software and the real estate private equity industry.
• Advance use of Juniper Square software to support our fund administration and investor services clients.
• Perform workspace management tasks on behalf of our clients, including investor position creation and reviewing workspaces for accuracy and completeness.
• Support customers during their fundraising process by understanding customer goals and timelines, articulating the value of Juniper Square software and processes.
• Monitor customer health and provide feedback to internal teams.
• Expert ability to communicate operational best practices to clients, while escalating any scope of work deviations to management.
• Manage treasury related activities such as logging LP contributions and handling payments for clients.
• Investigate payment breaks and chargebacks; coordinate with bank partners to resolve exception items and ad-hoc requests.
• Identify and flag areas of improvement including operational controls, to team leads and/or managers

Senior Associate, Fund Administration – Core IS

Full-stack Engineer

• Champion and embed AI-native development practices and tools (e.g., Cursor, Augment) to achieve significant productivity gains, fostering a 'startup-mode' culture of rapid iteration, high velocity, and quality, including guiding the effective use of AI code generation
• Take ownership over the team's architecture, actively participating in design reviews and driving the long-term technical vision.
• Take ownership of team code, and actively participate in coding, testing and delivering roadmap projects. Write high-quality code that is well-tested, secure, and maintainable
• Lead the team in designing and implementing document processing pipelines — including extraction, classification, chunking, embedding, and retrieval — and identify opportunities to leverage LLMs and modern AI tooling to improve accuracy, coverage, and scalability.
• Own the end-to-end design and reliability of document extraction and RAG pipelines — from ingestion and preprocessing through model inference, post-processing, and structured output delivery. Define quality benchmarks, evaluation frameworks, and feedback loops to continuously improve extraction accuracy.
• Effectively manage the team's short-term roadmap (spanning the next two quarters), actively identifying risks and creating clear mitigation strategies to ensure successful project delivery
• Provide backend and AI/ML-focused technical leadership, leveling up existing team members and helping build high-performance teams. Mentor engineers, fostering their technical and professional growth
• Collaborate with cross-functional partners (Product, UX, QA, Customer Support) to ensure the team meets project timelines and solutions align with business strategy. Handle most cross-team conflicts and decisions autonomously
• Own monitoring, diagnosing, and resolving production issues within the team's services
• Contribute directly to efforts through building features and frameworks, conducting code reviews, participating in architecture and system design discussions
• Implement and ensure best practices across the teams to maximize developer productivity
• Actively seek opportunities to improve our platform and developer experience and own those initiatives through execution
• Partner with recruiting to build and grow the team
• Grow into a subject matter expert (SME) in AI document extraction and RAG systems, with a deep understanding of how structured data extraction creates value across the private markets workflow.

Staff Software Engineer, AI

Accounting Manager

• Contribute to decision making regarding team operational policies and procedures
• Help to define fund administration workflows, applying best practices and process efficiencies
• Assist in training of team members on processes and monitoring client deliverables
• Interface directly with clients to deliver an outstanding client experience
• Perform accounting, analytical, & financial reporting duties; ensure client and investor reporting is prepared and completed timely and accurately
• Prepare waterfall calculations, capital calls and distributions in accordance with clients’ Limited Partnership Agreements as applicable
• Prepare asset- and fund-level performance metrics (IRRs, TVPI, etc.)
• Assist in preparing, compiling, and verifying external client and regulatory reporting
• Prepare financial information for stockholders/investor reports
• Support annual audits, including preparation of the initial draft of the annual audit report and related schedules

Associate II, Fund Administration – Accounting

System Administrator

• Own Modern Access: Lead the end-to-end management of our Zero Trust (ZTNA) platform.
• Unblock & Partner with Stakeholders: Act as a strategic bridge between IT and our Engineering and Product teams.
• Advanced Debugging & Troubleshooting: Serve as the final escalation point for complex connectivity puzzles.
• Scale through Automation: Use scripting and Infrastructure as Code to manage global configurations.
• Master the Endpoint: Own the management and security posture of a global, hybrid fleet.
• Vulnerability Ownership: Design the remediation plan when a vulnerability is identified.
• Identity & SaaS Leadership: Manage our core productivity stack.
• Helping Hands: Provide IT service desk support as needed.
• Security Minded: Ensure a strong security posture across systems.
• AI Champion: Promote the use of approved AI solutions across our tech stack.

Staff IT Systems Administrator

Data Engineer

• Own End-to-End Delivery of Core Data Platform Components
• Design and ship the data normalization, schema mapping, validation, enrichment, and distribution pipeline for a net-new intelligent data warehouse
• Write production code as a hands-on individual contributor. This is not a role that delegates implementation to others
• Take technical ownership from architecture through deployment, with accountability for reliability, performance, and correctness
• Drive Technical Architecture
• Partner with a small seed team of senior engineers to define the end-to-end architecture for an AI-native data warehouse serving institutional financial clients
• Bring opinionated decisions on schema design, normalization strategies, API exposure patterns, and data distribution approaches
• Evaluate and select technologies with a bias toward what ships well and scales sustainably
• Build AI Evaluation Infrastructure
• Design and implement the evaluation framework that makes AI-generated outputs trustworthy in high-stakes financial data contexts
• Build cross-model comparison tooling, deterministic validation checks, and human-in-the-loop review workflows
• Contribute to shared AI infrastructure that will serve as a foundation for multiple products across the company
• Ship with AI-Native Development Practices
• Use agentic coding tools and LLM-assisted development as your primary workflow; this is how the entire team operates
• Bring strong opinions about how to get the most out of AI-assisted development while maintaining quality and reliability
• Contribute to the team’s evolving practices around AI-accelerated SDLC
• Establish Technical Standards
• As an early senior voice on a new team, set coding standards, review practices, and architectural documentation that will scale
• Help define what “good” looks like for a team building at speed without sacrificing quality
• Mentor and provide technical guidance as the team grows from seed squad to full delivery organization
• Collaborate Across Engineering and Product
• Work closely with your engineering manager, peer engineers, and product management to translate requirements into executable technical plans
• Participate actively in design reviews and roadmap discussions with grounded, implementation-level perspective
• Engage directly with the nuances of private markets data – fund administration, investment data schemas, institutional reporting workflows – to build domain intuition that improves your technical decisions

Staff Software Engineer, Data Platform

• Build and ship production-quality implementations of the data normalization, schema mapping, validation, enrichment, and distribution pipeline for a net-new intelligent data warehouse
• Write clean, well-tested, performant code across the full stack – backend services, data pipeline logic, and API integrations
• Take end-to-end ownership of features from design through deployment, with accountability for correctness and reliability in production
• Work closely with staff engineers to shape the architecture of a modern, AI-native data warehouse serving institutional financial clients
• Bring thoughtful input on schema design, normalization approaches, and API patterns – and execute those decisions with precision
• Identify and raise technical risks early; propose and implement solutions rather than waiting to be directed
• Use agentic coding tools and LLM-assisted development as your primary workflow – this is how the entire team operates
• Critically evaluate AI-generated code for correctness, edge cases, and regressions – shipping quality output regardless of how it was produced
• Contribute to the team’s evolving practices around AI-accelerated development and testing
• Build and maintain data validation checks, monitoring, and observability tooling that keeps the pipeline trustworthy at scale
• Participate in on-call and production support, diagnosing and resolving data quality issues quickly and thoroughly
• Write and maintain clear technical documentation for the systems you build
• Partner effectively with staff and senior engineers, your engineering manager, and product management to translate requirements into well-scoped, executable work
• Participate in design and code reviews, offering and receiving feedback constructively
• Develop domain intuition around private markets data – fund administration, investment data schemas, institutional reporting – to make better technical decisions

Senior Software Engineer, Data Platform

Customer Support

• Manage, support, and coach a team of Customer Support Specialists as they help customers be successful using Juniper Square
• Communicate a compelling vision and direction for the team as well as leverage team talent and input towards achieving our goals
• Develop team members with intention — invest in their skills, give direct and specific feedback, and actively create pathways for growth within and beyond the support team
• Guide team members through an active transformation — new AI tools, new workflows, and evolving expectations for what excellent support looks like; model the change and bring your team along
• Use AI-powered tools and support data to drive decisions, build more efficient workflows, and hold a high bar for team performance and customer outcomes
• Keep track of day-to-day support trends and ensure SLAs are met across different support channels (phone, email, etc)
• Spend regular time working alongside your team and serve as a point of escalation for complex product and customer issues
• Collaborate with various teams on initiatives that enhance the quality of our product, processes, and overall customer experience
• Own team processes, workflows, and documentation — continuously improving how support operates and building the knowledge infrastructure that scales quality

Manager, Customer Support

• Own the end-to-end backend architecture: event-driven core, Postgres partitioning, durable eventing patterns, multi-tenant scale
• Design APIs, microservice boundaries, and service contracts for a high-throughput, multi-tenant platform
• Build the AI integration surface: foundation for RAG, async classification, and other AI use cases
• Drive technical phasing across multiple product phases (foundations → review workflows → external delivery → search/AI → migration)
• Partner with platform architects to align with company-wide standards (eventing, observability, deploy)
• Lead a team of 4–5 engineers technically — design reviews, code reviews, raising the engineering bar
• Groom and mentor junior engineers — pair on hard problems, run learning sessions, give actionable feedback, and create a clear path for them to grow into senior engineers
• Own production health — SLOs, runbooks, incident postmortems.

Senior Technical Lead

Security Engineer

• Develop, train and monitor best security practices including application, infrastructure, and endpoint security, vulnerability management, system configuration, and monitoring.
• Build and monitor security tools - EDR, SIEM, DLP, CASB, ZTNA
• Identify and drive remediation of high-impact vulnerabilities across the corporate attack surface
• Define and enforce secure configuration baselines across macOS, Windows, Linux, and mobile device fleets
• Partner with IT to build security into device provisioning, identity lifecycle, and offboarding workflows
• Conduct threat hunting exercises to identify new risks
• Incident detection and response - from triage through containment, eradication, forensics, and post-mortem
• Conduct security reviews for new corporate tooling, vendor integrations, and IT infrastructure changes
• Establish metrics and reporting that reflect real security posture
• Assist with security and compliance audits.

Senior Corporate Security Engineer

Product Manager

• Entrepreneurially define how AI will transform private market fundraising and the product manager role.
• Develop the roadmap by balancing competing needs between features, stability and performance.
• Develop deep empathy for our customers’ needs and pain points, by close collaboration with colleagues from our product, sales, customer success, operations teams as well as customers themselves.
• Ship features and improvements frequently and iteratively, planning projects, documenting requirements, and motivating those building solutions with an understanding of the ‘why’ and the ‘what’, inspiring their ownership of the ‘how’.
• Work cross-functionally with product marketing, customer success, operations teams and more to roll out new capabilities and drive adoption.

Lead Product Manager, Fundraising

SDET

• Review functional specifications and technical design documents, providing meaningful feedback and using AI-assisted analysis to identify edge cases or logic gaps early in the SDLC.
• Work closely with development teams to identify test cases for automation and leverage AI-powered IDEs (like Cursor or Augment) to rapidly prototype and scaffold new test suites.
• Design, develop, and execute test cases against product features and backend systems.
• Maintain and extend automation frameworks (Playwright/Locust) by utilizing LLMs for code refactoring, optimizing test scripts, and reducing flaky test patterns.
• Contribute to your development team on best practices, processes, and problem-solving, including the ethical and effective use of AI tools in the QA workflow.
• Develop automated test result reports and highlight any potential quality risks.
• Identify, troubleshoot, and track bugs to resolution, using AI tools to assist in root cause analysis and log interpretation.
• Be an advocate for automation: Partner with the engineering team to provide recommendations on how to decrease manual efforts through automated solutions and AI-driven test generation.
• Experience designing evaluation frameworks for LLM-powered features, including prompt regression testing and behavioral drift detection.
• Proactively leverage AI tools (e.g., Cursor, Claude, etc…) to accelerate test authoring, debugging, and maintenance of automation frameworks.
• Use AI to diagnose failures, generate test scenarios, and improve coverage and efficiency.
• Contribute to testing strategies for AI-powered features, including validation of LLM outputs, edge cases, and reliability.
• Drive best practices for the ethical and effective use of AI tools within QA workflows and across the broader engineering team.

Senior QA Automation Engineer

Accountant

• Perform contract reviews under ASC 606, including identification of performance obligations, standalone selling price (SSP) considerations, and assessment of contract combinations and modifications.
• Prepare and maintain revenue recognition schedules (including revenue waterfalls), ensuring appropriate treatment of deferred revenue, contract assets, and contract liabilities.
• Draft and support technical accounting memos related to revenue recognition and non-routine transactions.
• Research and document the revenue impact of new products, pricing models, and contract terms, and flag items requiring escalation or further review.
• Own recurring revenue accounting operational activities across the month-end, quarter-end, and year-end close, including journal entries, accruals, and cutoff procedures.
• Perform balance sheet reconciliations for revenue-related accounts (deferred revenue, contract assets, contract liabilities, unbilled receivables, AR-to-revenue tie-outs), and resolve reconciling items on a timely basis.
• Prepare deferred revenue roll-forwards and analyses, including movement explanations and tie-outs to billings, collections, and recognized revenue.
• Perform flux analysis on revenue and related balance sheet accounts and provide clear, well-supported commentary for management review.
• Partner with Billing to investigate and resolve invoicing, collections, and revenue mismatches, and help maintain a clean order-to-cash data flow.
• Support internal revenue reporting, including recognized revenue, deferred revenue, billings, and backlog metrics, and help produce recurring management reporting packages.
• Partner with FP&A on revenue forecasting inputs, actual-to-forecast variance analysis, and ad hoc analyses.
• Respond to ad hoc reporting requests from Billing, FP&A, and leadership with accurate, well-organized data.
• Execute and help strengthen revenue-related internal controls (SOX where applicable), including documentation, evidence retention, and remediation of exceptions.
• Support external and internal audit requests, including PBCs, walkthroughs, and sample testing.
• Support the ongoing maintenance and enhancement of revenue systems and tools, including reviewing revenue arrangements, revenue rules, and SSP configurations, and troubleshooting revenue issues.
• Identify opportunities to improve and automate revenue processes and partner with systems and accounting teams to implement them.

Senior Revenue Accountant

• Shape the Treasury roadmap: Help define the vision and multi-quarter strategy for Treasury at Juniper Square. Sequence the roadmap across reliability investments, workflow improvements, and new capability bets.
• Ship end-to-end: Take problems from discovery through delivery. Plan projects, document requirements, and motivate those building solutions with an understanding of the “why” and the “what” to inspire their ownership of the “how”. Work with our go-to-market and investor services teams to roll out new capabilities and drive adoption.
• Talk to customers: Spend meaningful time with our fund administration and investor services teams, and the GPs whose money movement we support. Use customer insights to sharpen or challenge strategic direction.
• Lead cross-functionally: Partner with engineering, design, fund administration, investor services, compliance, and executive stakeholders to align on strategy and ensure execution serves both the business and the customer.
• Build AI-native workflows: Treasury is where document processing, exception handling, and automated reconciliation create enormous leverage. Own the product direction for AI-powered capabilities across the domain - agentic document ingestion, automated matching, proactive exception flagging, generative summaries for GPs.
• Simplify complexity: Treasury operations are genuinely hard - regulatory scrutiny, money-movement stakes, integrations with legacy bank systems, reconciliation across fund structures. Take on the hardest problems in the domain and deliver solutions that feel simple.

Senior Director, Procurement and Strategic Sourcing

Senior Associate, Fund Administration – Core IS

Staff Software Engineer, AI

Associate II, Fund Administration – Accounting

Staff IT Systems Administrator

Staff Software Engineer, Data Platform

Senior Software Engineer, Data Platform

Manager, Customer Support

Senior Technical Lead

Senior Associate, Fund Administration – Core IS

Senior Corporate Security Engineer

Lead Product Manager, Fundraising

Senior QA Automation Engineer

Senior Revenue Accountant

Senior Product Manager, Treasury