Lead Technical Consultant

Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you. 

Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.

As a Lead Technical Consultant at Juniper Square, you will be responsible for designing, developing and delivering solutions to our largest and most strategic Enterprise customers during implementation and throughout the customer lifecycle. Your role will be to provide consultation and guidance to customers and internal teams on software usage, process recommendations, and solution proposals.

You'll engage with customers hands-on, partnering with teams across their global organization to understand their current ways of working and helping them create more efficient practices. 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.

• Serve as a technical expert and maintain a deep understanding of Enterprise customer behaviors, product functionality, and industry best practices for large, complex organizations

• Strategize and consult with customers that have many projects running concurrently to understand their plans, strategic goals, and desired business outcomes; proactively identify potential constraints, develop and build buy-in for alternative approaches, and affect change through a successful implementation

• Design an appropriate adoption plan and execute in a timely fashion

• Structure and lead specific training for customers involving many users with varying skill sets and responsibilities

• Break down complex technical concepts for a wide audience of different stakeholders with a varying degree of technical expertise

• Partner with team members across Project Management, Customer Success, Service, Product and Support to troubleshoot complex issues and drive successful outcomes for our largest customers

• Become a leader internally for the Technical Consulting team; discover new efficient practices, share knowledge, and collaborate with team members

• Collaborate cross-functionally with product development teams to guide Juniper Square’s product roadmap that reflects the voice of our customers

• Work across the organization to create, document and maintain consistent messaging around product and procedural best practices

• Be a thought leader in how we expand our consulting footprint to better serve our customers and their unique needs

• Bachelor’s degree or equivalent work experience required

• Minimum of 8 years relevant experience required with 3 years of enterprise client experience

• Significant project management experience with large, strategic enterprise customers in the investment management industry

• Experience consulting senior-level partners, understanding customer business goals, defining and tracking metrics and identifying problems and resolving them before they escalate

• Effective analysis, interpersonal, written and oral communication skills

• Must be able to communicate with others in a concise, persuasive and professional manner

• Led client-facing meetings and presentations with multiple attendees of various levels, including executives

• Must be creative and work well as a member of a team to drive decision making

• Ability to identify areas for improvement and propose solutions to generate efficiencies

• Performs under minimal supervision and can work independently

• Technical experience working with API implementations preferred

• Openness to travel to meet with customers or team members as needed

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.

• Customer known EUM ($>30B)

• Current Software ARR ($>250K) and potential growth

• High strategic importance to the company, as defined by Sales and GPX

• Complex project management over many quarters

• Large team size (>100 users) and global footprint

Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $140,000 - $175,000 USD. 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

• Life insurance

• Mental wellness coverage

• Fertility and growing family support

• Flex Time Off in addition to company paid holidays

• Paid family leave, medical leave, and bereavement leave policies

• Retirement saving plans

• Allowance to customize your work and technology setup at home

• Annual professional development stipend

Your recruiter can provide additional details about compensation and benefits.

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