Juniper Square

Juniper Square

Senior Technical Consultant

USA · Senior · Full-time

Sponsorship not specified$115k-$140kDetected 34 days ago
ExcelCommunicationPublic Speaking

About the role

  • Your role will be to provide consultation and guidance to customers and internal teams on software usage, process recommendations, and solution proposals.
  • You'll use your product expertise and industry best practices to help customers provide an excellent experience to their investors and transform how they operate.

Responsibilities

  • Develop and implement standard operating procedures for how the Technical Consulting Team interacts with internal and external stakeholders.
  • 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
  • Serve as a technical expert and maintain a deep understanding of customer behaviors, product functionality, and industry best practices
  • Work across the organization to create, document and maintain consistent messaging around product and procedural best practices.
  • Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we're building a company designed to shape the future of private markets for decades to come.
  • Fertility and growing family support

Requirements

  • Bachelor degree or equivalent work experience required
  • Must be able to communicate with others in a concise, prescriptive, persuasive and professional manner
  • Ability to identify areas for improvement and propose solutions to generate efficiencies
  • 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.
  • 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 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.
  • Preferred:

Nice to have

  • Experience producing AI-powered work others reuse (prompt libraries, templates, process guides, onboarding frameworks), running AI-enabled improvements with measurable outcomes.
  • Experience working in the private credit industry

Compensation

  • Compensation for this position includes a base salary, annual bonus plan, equity, and a variety of benefits.
  • The U.S. base salary range for this role is $115,000 - $140,000 USD.
  • Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.
  • Fertility and growing family support
  • Allowance to customize your work and technology setup at home
  • Annual professional development stipend

Benefits

  • Health, dental, and vision care for you and your family
  • Life insurance
  • Mental wellness coverage
  • Flex Time Off in addition to company-paid holidays
  • Paid family leave, medical leave, and bereavement leave policies
  • Retirement saving plans
  • Annual professional development stipend

Company info

  • As a Senior Technical Consultant at Juniper Square, you will be responsible for designing, developing and delivering solutions to our customers during implementation and throughout the customer lifecycle.
  • You'll engage with customers hands-on, partnering with teams across their organization to understand their current ways of working and helping them create more efficient practices.
  • Strategize and consult with customers to understand their motivations, business drivers, strategic goals, and desired business outcomes
  • Structure and lead specific training for customers involving many users with varying skill sets and responsibilities
  • 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
  • Use AI tools as part of your core delivery workflow to produce sharper, faster, more customer-ready output.
  • Our mission at Juniper Square is to unlock their full potential.
  • We're the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision.
  • Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates.
  • We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets.
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This listing is sourced directly from Juniper Square's careers page and normalized into a canonical job model.