Customer Success Manager – Scaled Mid-Market

🕒 July 15

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $86k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 through the customer journey following onboarding • Develop and deploy strategies to increase customer value and optimize retention • Build trust-based relationships using digital and scaled engagement to drive product adoption and customer satisfaction • Identify and drive retention and expansion opportunities • Monitor customer health and usage trends to identify risks and growth opportunities • Support and own renewal conversations and mid-contract escalations • Collaborate cross-functionally to identify and drive expansion opportunities • Act as the internal voice of the customer and influence product and process improvements • Develop advanced knowledge of customers, product, and industry • Use AI tools such as Claude in the core CSM workflow • Apply AI across the customer portfolio and workflow and share effective practices with the wider team

🎯 Requirements

• 3 years of professional experience with at least 2 years of experience in a customer success or account management role, preferably in a SaaS environment • Strong written and verbal communication skills • Experience interacting with a high volume of customers • Time management and prioritization skills • Ability to analyze customer data and performance metrics to derive actionable insights • Experience using data and technology to drive customer enablement • Preferred experience with Salesforce, Outreach, and Looker • Experience learning advanced technical subject matter and curiosity to grow in knowledge • Consistent, thoughtful use of AI across core CSM deliverables • Passion for contributing to customer success with a product or service • Motivated by change and comfort with an evolving work environment • Bachelor's degree or equivalent years of professional experience

🏖️ Benefits

• Bonus • Equity • 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 • Fully remote work experience or option to work in a physical office • Digital-first operations