Juniper Square

Senior Product Onboarding Manager

Americas (USA or Canada) · Senior · Full-time

Sponsorship not specified$108k-$135kDetected 6 days ago

PythonData StructuresSQLProject ManagementExcelCustomer SuccessCommunicationCollaborationProblem SolvingMentoring

About the role

Your work will ensure that customers are set up for long-term success on Juniper Square, with data structured to maximize the platform's value.

Lead customer calls, manage timelines, and coordinate work across internal teams to ensure smooth onboarding delivery.
Own and drive process improvements, tool enhancements, and documentation updates to improve scalability and efficiency.
Collaborate closely with Project Management, Product, Engineering, Sales, 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.
Configure AI workflows that other team members can reuse, extending your impact past your own account load.
Fertility and growing family support

5+ 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 managing large-scale, multi-stakeholder projects in a fast-paced, client-facing environment.
Experience designing and deploying AI workflows spanning multiple tools or data sources with measurable outcomes.
Strong expertise in Microsoft Excel or Google Sheets, 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.
Exceptional problem-solving skills and attention to detail.

Experience with scripting languages and data management tools (SQL, Python, R) preferred.
Experience mentoring or leading others, formally or informally, preferred.

Compensation for this position includes a base salary, equity, and a variety of benefits.
The U.S. base salary range for this role is $108,000 - $135,000 and the Canadian base salary range for this role is $85,000 - $105,000.
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.

As a Senior Product Onboarding Manager at Juniper Square, you will lead the end-to-end onboarding experience for our most strategic and complex customers, with a particular focus on transforming investment data for our platform.
Advise enterprise customers on optimal data structures, considering both immediate onboarding needs and long-term platform performance.
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.

This listing is sourced directly from Juniper Square's careers page and normalized into a canonical job model.