Customer Success Manager, Mid-Market

🕒 June 29

🏄 California – Remote

🏄 California – Remote

💵 $86k - $105k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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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

• Manage a portfolio of 60-75 existing customer accounts • Work with end-users of the product on implementation, onboarding, product adoption, and renewals • Review customer metrics for product adoption, client satisfaction, and customer goals • Develop advanced knowledge of the customer, product, and industry • Contribute to internal projects that improve operational infrastructure • Work with product and engineering teams to create new product features that reflect the voice of our customers • Use AI tools (e.g., Claude) as part of your core CSM workflow so you arrive sharper, faster, and more customer-ready. • Look for ways to apply AI across your book and your own workflow, and share what works so the wider team benefits.

🎯 Requirements

• 5+ years of professional experience and 3+ years in a relevant customer success management role • Experience communicating with clients in written and verbal form • Experience leading client-facing meetings and presentations with multiple attendees of various levels, including executives • Passion for contributing to the customer's success with a product or service • Demonstrates competence in prioritization of time, resources, tasks, and people in order to meet deadlines and goals • Demonstrated experience quickly learning advanced technical subject matter 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. • Thrives in a changing and evolving work environment • Bachelor's degree or equivalent years of professional experience • Preferred: • Experience producing AI-powered work others reuse or run AI-enabled improvements with measurable outcomes.

🏖️ 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