Juniper Square

Customer Success Manager

• Manage a portfolio of 220+ client accounts, leading them through the customer journey following onboarding
• Own the success and health of your assigned clients by developing and deploying strategies aimed to increase customer value and optimize retention
• Build strong, trust-based relationships while leveraging digital and scaled engagement to drive product adoption and customer satisfaction
• Proactively monitor customer health and usage trends to identify risks and opportunities for growth
• Support and own renewal conversations and mid-contract escalations, while collaborating cross-functionally to identify and drive expansion opportunities
• Act as the voice of the customer internally, advocating for customer needs and influencing product and process improvements
• Develop advanced knowledge of the customer, product, and industry

Customer Success Manager – Growth

Administration

• Perform accounting and analytical reporting duties within a team environment to ensure client and investor deliverables are prepared and completed timely and accurately
• Assist with preparing fund financial statements supporting schedules
• Participate in team discussions on fund accounting process improvements
• Reconcile reports from different systems for consistency
• Prepare work papers and complete associated checklists
• Assist with annual audits, including preparation of related schedules

Associate, Fund Administration – Intern

Consultant

• 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

Lead Technical Consultant

Attorney

• Lead the vision and execution of Legal Operations to build a scalable, efficient, and high-performing team.
• Drive clarity, accountability, and operational alignment across the Legal function.
• Build workflows with AI at the center, automating what doesn’t require human attention and prioritizing what does.
• Serve as the primary administrator for legal technology platforms. Own and optimize the legal-tech stack, with deep accountability for Ironclad configuration, workflow design, reporting, and adoption.
• Design and manage legal intake and matter-management processes (ticketing/queues, triage, SLAs) to route work efficiently and increase self-service.
• Evaluate and implement additional technologies (workflow automation, AI-enabled tools, knowledge systems, e-signature, document management) that improve speed, visibility, and scale.
• Build and maintain legal knowledge repositories, playbooks, templates, and process documentation (e.g., Confluence) to enable self-serve contracting and reduce routine legal touchpoints.
• Define, track, and report on KPIs for cycle times, throughput, backlog, service levels, and operational risk.
• Use data and root-cause analysis to drive continuous improvement and process simplification.
• Lead change-management efforts for new systems, processes, and organizational shifts, including communication plans, training, and adoption tracking.
• Build the Legal Operations function from the ground up and scale the team over time as the company grows.
• Oversee vendor relationships for legal technology, ALSPs, and outside counsel, including selection, contracting, performance management, and cost optimization.
• Own or co-own e-billing and outside counsel spend management, partnering with Finance to track spend, enforce billing guidelines, and identify savings opportunities.
• Help manage the Legal department budget and forecasts; ensure disciplined financial operations across tools, vendors, and outside counsel.
• Oversee virtual data rooms and legal operations support for M&A, financings, and other strategic transactions.
• Adapt to evolving business needs and perform other duties as assigned.

Legal Operations Director

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 (Cypress/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.

QA Automation Engineer I

Product Marketing

• Own the launch strategy for fund administration product and feature releases - from positioning and messaging through enablement and market activation.
• Develop differentiated, insight-driven messaging for Juniper Square's fund administration technology and services.
• Lead the commercial strategy for Juniper Square's fund administration AI capabilities.
• Partner with marketing and sales to create high-impact content that accelerates conversion and supports active deals.
• Serve as a voice of the customer within the product and marketing organization.
• Develop and maintain the content, tools, and resources that give sales and customer success teams what they need to articulate value, handle objections, and close.

Senior Product Marketing Manager, Fund Administration

Business Analyst

• Act as an Internal Consultant: Partner with cross-functional stakeholders to deeply understand their operational friction points.
• Identify AI & Automation Opportunities: Map business processes to identify where Generative AI can reduce manual effort.
• Define Scalable Solutions: Design high-level technical workflows and functional specs.
• Translate & Document: Create comprehensive BRDs and User Stories that translate business pain into technical action items.
• Drive Alignment: Present ROI-driven solutions to executive leadership.
• End-to-End Lifecycle Management: Track implementation from discovery to User Acceptance Training and post-launch optimization.
• Data Governance & Hygiene: Partner with CRM and BI teams to ensure the enterprise data model is 'AI-ready'.
• Strategic Reporting: Design and maintain high-impact dashboards that track KPIs and provide predictive insights.

Business Analyst II, Business Operations

Data Engineer

• Define and own the end-to-end data and analytics architecture strategy
• Design scalable batch, streaming, and real-time data systems
• Establish standards for data modeling, semantic layers, and reporting
• Lead architecture reviews and technical decision-making
• Drive adoption of modern architectures (lakehouse, data mesh, real-time analytics)
• Design and prototype critical data platform components
• Write production-quality code for complex or high-impact areas
• Review schemas, transformations, dashboards, and analytics models
• Troubleshoot performance and reliability issues across pipelines and queries
• Optimize workloads for latency, concurrency, and cost
• Design and architect a scalable data platform supporting ingestion, transformation, and delivery of both structured and unstructured data across batch and real-time pipelines.
• Design a "Data for Agents" strategy, ensuring our data warehouse is structured with the semantic layers and metadata necessary for LLMs to navigate it accurately.
• Build AI-ready data infrastructure, including vector stores, embedding pipelines, and retrieval systems that power LLM and agentic workflows.
• Develop a RAG-ready data architecture that enables trusted enterprise data retrieval with strong lineage, governance, security, and observability.
• Create curated data products and reusable APIs that make high-quality datasets easily consumable by applications, analytics platforms, and AI agents.
• Enable self-service data access for engineering, analytics, and business teams through standardized models, semantic layers, and platform capabilities.
• Partner with AI, product, and engineering teams to support training datasets, feature stores, and production AI inference pipelines.
• Build agentic ETL/ELT pipelines that use AI agents to autonomously discover sources and generate transformations.
• Ensure reliability, scalability, and resilience of the platform, including high availability, monitoring, and disaster recovery readiness.
• Partner with product, finance, business operations, and leadership teams to define analytics needs
• Design scalable data models for reporting and advanced analytics
• Ensure analytics solutions are performant, trustworthy, and easy to use
• Drive adoption of data-driven culture through reliable insights
• Define data governance, lineage, cataloging, and metadata standards
• Establish data quality frameworks and validation processes
• Ensure privacy, compliance, and secure access to sensitive data
• Implement role-based access controls and auditability
• Mentor senior engineers, analytics engineers, and data scientists
• Partner with product, ML, platform, and business teams
• Translate business questions into scalable data solutions
• Influence roadmaps using data platform and analytics considerations
• Act as the executive technical authority for data and analytics
• Define SLAs/SLOs for data availability, freshness, and accuracy
• Establish monitoring, alerting, and incident response processes
• Optimize cloud costs and query performance
• Support capacity planning for data growth
• Be an evangelist for pragmatic AI adoption.
• Help establish a culture of outcome-driven innovation.

Data Engineering Architect

IT Support

• Troubleshoot & Resolve User Issues: Monitor and triage IT support queues, investigate and resolve software, hardware, and networking problems, ranging from routine to more complex and escalate as needed
• Provide timely responses to all issues, including updates on status and adhere to service-level agreements. Conduct remote support sessions to help resolve technical issues
• Training & Guidance: Guide employees on basic IT principles and procedures. Educate them with easy to understand troubleshooting steps, including proper use of software tools, security best practices, and self service fixes
• Document IT Issues & Solutions: Maintain clear and concise records of help requests, troubleshooting steps, detailed resolutions, and follow-ups using our IT ticketing system
• Knowledge Management: Document procedures and develop end-user instructions, and maintain an IT FAQ and knowledge base
• Hardware & Software Setup: Install, configure, and maintain laptop devices, printers, and company software applications for end-users. Ensure all equipment software is up-to-date. Setup and decommission computers and accounts for staff onboarding and offboarding requests when needed
• Network Support: Provide assistance with network connectivity issues; including Wi-Fi, VPN, etc
• Assist with IT Onboarding: Ensure day one is smooth for new hires by helping with the set up of new devices, accounts, and access permissions
• Participate in rotating on-call for after-hours/weekend support as needed
• Software Maintenance: Monitor software licenses and renewals that fall under your purview
• Monitor & Maintain IT Equipment Inventory: Provide procurement and lifecycle management by maintaining and tracking hardware and software inventories, issuing new equipment, managing returns or repairs, and monitoring stock levels. Provide break/fix support and ship hardware replacements as needed
• Assist with IT Projects: Help or own IT projects as needed
• Assist with Major Incidents as required, including gathering evidence, conducting remediation tasks, and sending employee communications
• Maintain IT Security Standards: Approach each support interaction with security being top of mind, ensuring users are following security policies, and provide support during audits and security assessments. Help with security/compliance initiatives as needed

Senior IT Helpdesk Specialist

Communications

• Act as a primary writer for high-quality external content, including blogs, contributed articles, campaign messaging, executive bylines, and more to support demand gen efforts.
• Collaborate with the Director of Content Strategy to develop and refine messaging for integrated marketing campaigns.
• Support our leadership team by drafting thought leadership pieces and internal/external communications that align with their unique voices.
• Translate complex private markets themes into compelling, accessible narratives
• Maintain our brand voice across all external content
• Own the end-to-end process for brand, company, and executive award submissions
• Draft first-pass press releases for product launches, milestones, partnerships, and corporate announcements
• Support media outreach in partnership with our PR strategy, including briefing prep and talking points
• Help identify timely news hooks and proactive storytelling opportunities
• Manage social content calendars across LinkedIn and other priority platforms
• Write platform-specific copy that reflects our brand and engages a senior private markets audience
• Support executive social presence (ghostwriting, content ideation, post-drafting)
• Collaborate with our Creative and Growth Marketing teams on visuals, campaign assets, and performance insights

Senior Corporate Communications Specialist

Full-stack Engineer

• Lead the architecture and design of full-stack applications, including frontend interfaces, backend services, and cloud infrastructure.
• Provide hands-on technical guidance to engineering teams and mentor developers across frontend and backend domains.
• Define coding standards, enforce code quality, and conduct thorough code reviews.
• Drive end-to-end delivery, from architecture and development to deployment and maintenance.
• Architect and build backend services using Python/FastAPI (preferred) or Java (Spring Boot/Quarkus).
• Design and implement scalable RESTful and GraphQL APIs with a strong focus on performance, security, and maintainability.
• Develop modern web applications using ReactJS and TypeScript.

Technical Lead – Fullstack

• Develop deep relationships with your clients, including key business executives and power user advocates
• Become an expert of your clients’ business, learning their objectives, goals, as well as how they plan to leverage Juniper Square in order to ensure their retention and growth
• Proven track record of negotiating optimal solutions, contracts, and expansion opportunities that foster client growth and deepen the broader relationship
• Identify and diagnose client operational efficiencies with appropriate services and solutions in order to drive referenceability and client satisfaction
• Provide strategic oversight of the product and services offered during implementation, onboarding, growth, and renewal
• Create success plans with clients, track mutual KPIs as well as initiatives both related and unrelated to Juniper Square
• Monitor and analyze client usage and engagement data to assess account health and proactively address any issues or concerns
• Act as an escalation point for clients, working closely with our technical support and product development teams to ensure resolution
• Influence internal and external partners to deliver outcomes that not only help our clients but also our company objectives. This includes a strong understanding of contractual commitments as well as identifying new revenue opportunities
• Work with Product, Sales, Marketing, Services, Finance, and Engineering teams to create new solutions, services, offerings, and/or product features that reflect the voice of our customers
• Meet with clients in person for high-impact activities, like annual business reviews and client events

Senior Customer Success Manager, Enterprise

Compliance

• Support the organisation's GRC program including the third-party risk management program
• Conduct vendor and contractor risk assessments during onboarding, adhering to a defined Service Level Agreement (SLA)
• Conduct annual vendor monitoring and re-assessment processes for existing vendors
• Maintain the vendor inventory and collaborate with vendors on an ongoing basis to reduce identified risks
• Triage incoming technical security requests for vendor application/system integrations and route to appropriate teams for input
• Help mature the classification and management framework for critical vendors
• Benchmark, identify, drive, and manage improvements to the vendor security risk management program
• Develop, maintain, and analyze reporting and metrics to provide leadership with clear visibility into the vendor and third-party risk posture

GRC Analyst

• Partner with clients to understand their strategic goals, business drivers, and desired outcomes, crafting customized adoption plans that align with their objectives.
• Lead the design and implementation of solutions, ensuring timely execution and overcoming potential constraints to drive positive results.
• Develop and deliver comprehensive training programs for diverse user groups, simplifying complex technical concepts for varying levels of expertise.
• Serve as a subject matter expert, maintaining a deep understanding of product functionality, industry best practices, and customer behaviors.
• Partner with Project Management, Customer Success, Service and Support, and Product Development teams to resolve complex issues and influence product roadmap decisions.
• Develop and implement standard operating procedures to enhance the efficiency and effectiveness of the Technical Consulting team.
• Create and maintain documentation on product and procedural best practices, ensuring consistent messaging across the organization.

Technical Consultant

Accounting Manager

• Execute key components of the monthly, quarterly, and annual close, including complex journal entries, reconciliations, and multi-entity consolidations.
• Own critical balance sheet reconciliations and ensure timely resolution of variances and reconciling items.
• Perform monthly flux and variance analysis and prepare financial statements and supporting schedules.
• Manage day-to-day global accounting operations, including accruals, expense classification, cutoff procedures, intercompany activity, and period-end validations.
• Maintain global accounting policies, documentation, and compliance with statutory and reporting requirements.
• Partner with FP&A to align GAAP results with management reporting, deliver forecast-to-actual analysis, and provide insights to improve forecast accuracy.
• Serve as the accounting owner within the ERP (e.g., NetSuite) and drive automation, system integrations, and process improvements to accelerate close timelines.
• Support audits and compliance efforts, maintain internal controls, and coordinate cross-functionally with Tax, Treasury, and Finance Systems.
• Prepare executive-ready reporting materials highlighting key financial drivers and business insights.
• Provide oversight, mentorship, and process documentation to support team effectiveness and accounting excellence.