Relationship Manager, Fund Administration

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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

• Maintain ongoing, senior-level relationships with clients to ensure trust, satisfaction, and alignment with their goals • Act as the primary client advocate within Juniper Square, surfacing feedback and ensuring timely resolution of issues • Serve as a stabilizing force and strategic sounding board for clients navigating transitions or challenges • Identify upsell opportunities across services, fund vehicles, and legal entities post-implementation • Partner with Sales on long-term revenue expansion initiatives and contribute to proposal development • Track, report, and influence new fund opportunities and incremental revenue opportunities • Facilitate regular communication between clients and internal stakeholders, ensuring unified messaging and smooth execution • Collaborate with Product, Sales, CX, and Delivery teams to represent the client perspective and drive roadmap alignment • Lead quarterly and annual business reviews to share performance metrics and strategic updates • Lead execution of the Client Monitoring Program (CMP) for assigned accounts, ensuring feedback is captured and addressed • Drive structured health assessments through quarterly check-ins and in-person meetings for high-revenue clients • Ensure documentation of all meetings, service scores, and business review outcomes in Salesforce • Support Fund Accounting team leads during client transitions or coverage gaps • Provide guidance to delivery teams, ensuring service excellence and consistent client experience • Collaborate with FA Enablement on training programs and tools to build strong relationship management capabilities • Own client escalations and coordinate root cause analyses and remediation plans • Communicate timelines, accountability, and outcomes to clients and internal teams • Reinforce trust and transparency during challenging situations • Stay current on industry trends, client business objectives, and fund administration best practices • Represent Juniper Square at client events or conferences when applicable • Support brand reputation and thought leadership in the Private Markets ecosystem

🎯 Requirements

• 12+ years of fund administration experience within private equity, commercial real estate or venture capital with a focus on client advocacy, networking and expansion • Bachelor’s degree required, with a degree in Accounting, Economics, Finance, Business Administration, or related discipline • Proven ability to identify growth and expansion opportunities • Comfortable with ambiguity within a hyper-growth, startup environment • Passion for technology and a desire to use technology to streamline business operations and improve user experience • Strategic thinker with the ability to master both the details and the big picture • Excellent client service, verbal and written communication skills.

🏖️ 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