Account Executive

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Juniper Square

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🏠 Real Estate

☁️ SaaS

💰 $75M Series C on 2019-11

Finance • Real Estate • SaaS

Juniper Square is a company that provides a comprehensive platform and solutions tailored for private investment partnerships. Founded in 2014, the company focuses on enabling seamless connection and communication between General Partners (GPs) and Limited Partners (LPs) throughout the entire investment lifecycle. Juniper Square's technology is purpose-built to support commercial real estate, private equity, and venture capital firms of all sizes. The platform offers services such as fund administration, fundraising, investor management, compliance, and investor reporting, all aimed at enhancing transparency, data governance, and the overall investor experience.

📋 Description

• Build and maintain a focused pipeline of $15B+ AUM institutional accounts across PE and private markets, using account-based strategies and your own network • Develop multi-quarter territory plans that account for fund cycle timing, partnership structures, and institutional decision-making calendars • Self-source into senior relationships at target accounts - CFOs, COOs, Managing Directors, Heads of IR - without relying on inbound • Leverage the broader ecosystem (placement agents, auditors, legal advisors, prime brokers, consultants) for access, context, and acceleration • Design and lead discovery across complex organizations with 4+ buyer personas and 12-24 month sales cycles • Build business cases that span both technology and fund administration, connecting Juniper Square's value to each stakeholder's specific priorities • Map institutional buying processes end to end - including partnership votes, investment committee sign-off, and procurement and legal requirements - and get ahead of obstacles before they surface • Lead formal mutual action plans and maintain deal momentum through procurement, security reviews, SOC compliance, RFPs, and transition planning • Lead high-stakes meetings with senior executives at the largest private markets firms, owning the room with credibility and preparation • Navigate incumbent relationships, partnership politics, and internal alignment with judgment and composure • Build lasting relationships across multiple stakeholder layers - not just your champion - and earn the trust of people who have seen every vendor pitch • Consult credibly on complex private markets workflows: multi-tier fund structures, carried interest, waterfall calculations, institutional LP reporting, and fund administration operations • Position JunieAI and Juniper Square's broader AI capabilities as a genuine competitive advantage, not a buzzword - with buyers who are sophisticated enough to push back • Incorporate AI into your own workflow actively: call prep, account research, deal strategy, communication - and model what AI-augmented selling looks like at this level • Partner cross-functionally with Solutions, Fund Administration, Customer Success, and executive leadership to build the right team around each deal • Bring the right internal stakeholders in at the right moments, prepping them effectively and navigating organizational complexity without creating noise • Contribute to the broader AE team through deal coaching, process feedback, and institutional knowledge sharing

🎯 Requirements

• 10+ years of B2B full-cycle, quota-carrying enterprise sales with consistent attainment against a high number • Direct experience selling into PE, VC, or private markets firms at the institutional level • Proven execution of 12-24 month sales cycles across multiple buyer personas including C-suite and senior investment professionals • AI fluency in practice: active use of AI tools in your daily sales workflow and demonstrated ability to position AI strategy credibly with sophisticated buyers • Executive presence to lead and own rooms with senior decision-makers at firms managing $15B+ AUM • Ability to self-source pipeline into large institutional accounts without depending on inbound or SDR support • Exceptional organization and process discipline - you run your deals, your deals don't run you

🏖️ Benefits

• 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