Lead Technical Consultant

🕒 March 27

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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

• 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

🎯 Requirements

• 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

🏖️ 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