Senior Program Manager, Lead-to-Cash

🕒 October 15

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $185k - $235k / year

⏰ Full Time

🟠 Senior

📋 Program Manager

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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

• Own the end-to-end Lead-to-Cash roadmap from demand capture through recognized revenue • Build and maintain the cross-functional dependency map across Marketing, Sales, Deal Desk, Legal, Finance, Fund Administration operations, and Customer Experience • Run decision forums and document decisions, including Sales and Fund Administration rules of engagement for expansion deals • Partner with Marketing and Sales leadership on lead capture, scoring, and routing from Marketo into Salesforce • Define a Salesforce intake path for expansions originating with sellers, Customer Success, or Fund Administration • Drive consistent opportunity creation and forecasting in Salesforce and Gong across new-logo and expansion motions • Lead CPQ selection based on complex pricing scenarios • Run CPQ implementation and hand-off to Ironclad for order forms, approvals, and audit trails • Sequence migration of live subscriptions to the new model without disrupting billing • Drive automated hand-off from signed contract to booking, Fund Administration onboarding, and billing setup through Workato • Partner with Billing and Revenue Accounting on Zone Billing and NetSuite subscription flow, invoicing, collections, and ASC 606 revenue recognition • Define and own funnel KPIs including speed to lead, quote cycle time, signature-to-first-invoice time, manual touches, and revenue-metric consistency • Own cutover, rollback, training, and change management with SOX, SOC 1, and SOC 2 controls • Deliver a 90-day Lead-to-Cash map and program plan • Deliver expansion intake, ownership, CPQ decision, and implementation progress within 6 months • Enable signed deals to flow to booking, onboarding, and billing without re-keying within 12 months

🎯 Requirements

• 8+ years of program or project management experience • At least 4 years leading lead-to-cash, quote-to-cash, or order-to-cash transformation programs at a B2B software or services company • Delivered programs spanning marketing and lead management, CRM and forecasting, CPQ and contracting, billing, collections, and revenue recognition • Led at least one CPQ or billing system selection and implementation end to end, from requirements through go-live and hypercare • Hands-on program experience with Salesforce and NetSuite, or comparable CRM and ERP platforms • Experience in a multi-entity, multi-currency environment with non-seat-based pricing • Experience with both new-business and expansion motions, including account ownership and team rules of engagement • Track record of aligning Sales, Marketing, Finance, Legal, and Operations leaders and getting decisions made and kept • Clear, direct writing and ability to produce executive decision memos • Comfort operating without a strict playbook • Experience in financial services, fund administration, private markets, or another services business with complex fee structures preferred • Familiarity with Marketo, Gong, Ironclad, Zone Billing, or Workato preferred • Experience using AI tools or delivering processes designed for agentic automation preferred • PMP, PgMP, or comparable certification preferred

🏖️ 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 savings plans • Allowance to customize your work and technology setup at home • Annual professional development stipend • Equity • Fully remote work experience or working in a physical office

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