
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.
🕒 May 21
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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.
• Look for work that can be automated or streamlined, and partner with the right people to make it happen using AI, workflow tools, or process changes as the situation calls for • Own end-to-end lead routing strategy and execution, including LeanData configuration, routing logic design, and Qualified AI chatbot setup and campaign management • Administer and optimize core sales tools (Outreach, Nooks, ZoomInfo) including workflow setup, process automation, recurring enrichments, and frontline troubleshooting • Ensure data integrity across systems: managing deduplication, standardization, and enrichment workflows • Support territory planning, quota tracking, and forecasting cycles alongside Sales leadership • Help shape how our GTM tech stack (Salesforce, sales engagement, enrichment, and AI tooling) fits together as one connected system; partner with Business Systems and Revenue Analytics to write clear requirements, prioritize the work, and QA what ships • Partner with Revenue Analytics to define the dashboards, pipeline analytics, and forecasting views Sales leadership needs, and know the underlying data well enough to spot when a number looks off • Document the processes you help build, work with enablement to train reps on changes, and support adoption over time • Identify gaps in process or tooling and bring forward recommendations to address them
• 7+ years of experience in Sales Operations, Revenue Operations, or a closely related analytical/systems role • Comfortable using AI tools as part of how you work; you’ve put them to use in your own day-to-day and have a point of view on where they help and where they don’t • Hands-on experience with Salesforce (admin-level preferred), LeanData, and Outreach; experience with tools like ZoomInfo, Ringlead, Gong, or similar a plus • Strong analytical skills: comfortable building reports and working with data to tell a story • Experience in B2B SaaS or fintech environments preferred; private markets knowledge is a plus but not required • Highly organized with strong attention to detail; able to manage competing priorities without dropping the ball • Strong communicator who can translate operational complexity into clear guidance for reps, partners, and leadership • Self-starter who can identify problems and drive solutions without heavy direction
• 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
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