Customer Success Manager – Scaled Mid-Market

🔥 13 hours ago

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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 220+ client accounts, leading them through the customer journey following onboarding • Own the success and health of your assigned clients by developing and deploying strategies aimed to increase customer value and optimize retention • Build strong, trust-based relationships while leveraging digital and scaled engagement to drive product adoption and customer satisfaction • Proactively monitor customer health and usage trends to identify risks and opportunities for growth • Support and own renewal conversations and mid-contract escalations, while collaborating cross-functionally to identify and drive expansion opportunities • Act as the voice of the customer internally, advocating for customer needs and influencing product and process improvements • Develop advanced knowledge of the customer, product, and industry • 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

• 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 • Experience interacting with a high volume of customers, with demonstrated skills in time management and prioritization • Ability to analyze customer data and performance metrics to derive actionable insights • 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. • Bachelor's degree or equivalent years of professional experience.

🏖️ 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