Juniper Square
Customer Success Manager, Scaled Mid-Market
Americas (USA or Canada) · Mid · Full-time
Sponsorship not specified$86k-$95kDetected 16 days ago
Data VisualizationSalesforceAccount ManagementCustomer SuccessCommunicationCollaborationTime Management
Stay score
odds of building a lasting career here
50Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role90
Entry-level history0
PERM / green-card track0
Lottery odds (Level II)66
Fits your clock70
Sponsors, but it's cap-subject — you still face the weighted lottery (~30% per draw at Level II). Good if you win; have a cap-exempt backup on your list.
Lottery odds assume a STEM candidate.
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from this employer's Department of Labor filings
Files H-1B transfers
20 transfer filings in the last year, covering 20 workers. Median labor-condition decision: 8 days. An employer that already files transfers is one that can take over an existing H-1B.
Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.
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About the role
- Juniper Square's Customer Success organization is responsible for ensuring customer health and satisfaction, driving product usage and adoption, and delivering strong commercial outcomes for both our clients and the business.
- As a Scaled Mid-Market Customer Success Manager, you will be responsible for managing a large portfolio of small and mid-sized business clients; customers who are ambitious, fast-moving, and eager to adopt industry best practices.
- You'll act as a strategic advisor, ensuring customers realize the full value of Juniper Square as they grow.
Responsibilities
- 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
- Identify and drive opportunities for retention and expansion within your book of accounts
- 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
Requirements
- 3 years of professional experience with at least 2 years of experience in a customer success or account management role, preferably in a SaaS environment
- 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.
- Passion for contributing to the customer's success with a product or service
- Motivated by change and comfort with an evolving work environment
- 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 and the Canadian base salary range is $77,000 to $85,000 CAD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.
- Benefits include:
- Health, dental, and vision care for you and your family
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 $86,000 - $95,000 USD and the Canadian base salary range is $77,000 to $85,000 CAD.
- 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
Benefits
- 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
- 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
- Look for ways to apply AI across your book and your own workflow, and share what works so the wider team benefits.
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.
- Use AI tools (e.g., Claude) as part of your core CSM workflow so you arrive sharper, faster, and more customer-ready.
- 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.
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This listing is sourced directly from Juniper Square's careers page and normalized into a canonical job model.