Juniper Square
Technical Consultant
USA · Mid · Full-time
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About the role
- We are looking for a Technical Consultant to play a pivotal role in empowering our clients to maximize the value of our innovative investment management platform.
- You'll be a trusted advisor, driving successful implementations and fostering long-term customer relationships by leveraging your deep product knowledge and industry insights.
- This is an opportunity to directly impact how our clients operate, transforming their processes and enhancing their investor experience.
Responsibilities
- Strategic Consultation: Partner with clients to understand their strategic goals, business drivers, and desired outcomes, crafting customized adoption plans that align with their objectives.
- Solution Delivery: Lead the design and implementation of solutions, ensuring timely execution and overcoming potential constraints to drive positive results.
- Training & Enablement: Develop and deliver comprehensive training programs for diverse user groups, simplifying complex technical concepts for varying levels of expertise.
- Cross-Functional Collaboration: Partner with Project Management, Customer Success, Service and Support, and Product Development teams to resolve complex issues and influence product roadmap decisions.
- Process Optimization: Develop and implement standard operating procedures to enhance the efficiency and effectiveness of the Technical Consulting Team.
- Knowledge Sharing: Create and maintain documentation on product and procedural best practices, ensuring consistent messaging across the organization.
- AI-Enabled Efficiency: Use AI tools to accelerate recurring work, qualify client use-cases to our product offerings, manage your client book, and prepare documentation
- Fertility and growing family support
Requirements
- Minimum of 2 years of experience working with clients within the investment management industry.
- Demonstrated ability to use AI tools (e.g., Claude, ChatGPT) productively for day-to-day work: delegating recurring tasks, iterating through multi-turn prompts, and critically evaluating output.
- Ability to work independently with minimal supervision and thrive in a collaborative team environment.
- Bachelor's degree or equivalent professional experience.
- Proven ability to lead client-facing meetings and presentations, including executive-level audiences.
- Exceptional analytical, interpersonal, and communication skills (written and verbal).
- Strong problem-solving abilities and a proactive approach to identifying and implementing process improvements.
- Demonstrated ability to use AI tools (e.g.,
- Willingness to travel nationally up to 10% as needed.
- Previous consulting experience helping customers achieve outcomes in a technical manner
Nice to have
- Technical experience in working with API implementations is a plus
Compensation
- Compensation for this position includes a base salary, bonus, equity, and a variety of benefits.
- The U.S. base salary range for this role is $90,000 - $110,000 USD.
- Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.
- Annual professional development stipend
- Your recruiter can provide additional details about compensation and benefits.
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
- Benefits include:
Company info
- Our mission at Juniper Square is to unlock their full potential.
- 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.
This listing is sourced directly from Juniper Square's careers page and normalized into a canonical job model.