Juniper Square

Customer Success Manager, Scaled Mid-Market

USA · Mid · Full-time

Sponsorship not specified$86k-$95kDetected 7 days ago

Data VisualizationSalesforceAccount ManagementCustomer SuccessCommunicationCollaborationTime Management

About the role

At Juniper Square, our Customer Success team plays a critical role in helping customers achieve meaningful outcomes through our products and services.
As a Scaled Mid-Market Customer Success Manager, you will be responsible for managing a large portfolio of small and mid-sized business clients.
These are customers who are ambitious, fast-moving, and eager to adopt industry best practices.

Manage a portfolio of 220+ client accounts, leading them through the customer journey following onboarding
Build strong, trust-based relationships while leveraging digital and scaled engagement to drive product adoption and customer satisfaction
Support and own renewal conversations and mid-contract escalations, while collaborating cross-functionally to identify and drive expansion opportunities
Develop advanced knowledge of the customer, product, and industry
Fertility and growing family support

3+ years of professional experience with at least 2 years of experience in a customer success or account management role
Experience in a fast-paced SaaS organization, fintech, or related industry
Strong written and verbal communication skills, with the ability to convey complex information in a clear and understandable manner
Ability to analyze customer data and performance metrics to derive actionable insights
Bachelor's degree or equivalent years of professional experience
Experience interacting with a high volume of customers, with demonstrated skills in time management and prioritization
Experience using data and technology to drive customer enablement, with preferred experience in Salesforce, Outreach, and Looker
Demonstrated experience learning advanced knowledge on technical subject matters and curiosity to grow in knowledge
Consistent, thoughtful use of AI across your core CSM deliverables, including the instinct to set it up with good context and a real example of where it improved quality, speed, or customer readiness.
At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don't meet all the qualifications.

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 $86,000 - $95,000 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.

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
You'll proactively monitor account health, identify needs and opportunities, and deliver targeted enablement and insights to drive success at scale.
Own the success and health of your assigned clients by developing and deploying strategies aimed to increase customer value and optimize retention
Proactively monitor customer health and usage trends to identify risks and opportunities for growth

You'll act as a strategic advisor, ensuring customers realize the full value of Juniper Square as they grow.
Our team is passionate about delivering exceptional experiences and helping our customers thrive through a combination of human connection and scalable, strategic engagement.
Use AI tools (e.g., Claude) as part of your core CSM workflow so you arrive sharper, faster, and more customer-ready.
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.