Lead Product Onboarding Manager

🕒 July 30

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

🏈 Alabama, Alaska, +42 more states – Remote

🏈 Alabama – Remote 🐻 Alaska – Remote 🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🌺 Hawaii – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote 🦞 Maine – Remote 🦬 Montana – Remote 🌾 Nebraska – Remote 🎰 Nevada – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🌶️ New Mexico – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🌾 North Dakota – Remote 🏈 Ohio – Remote 🌲 Oregon – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🎸 Mississippi – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote ⚓ Rhode Island – Remote 🌴 South Carolina – Remote 🗿 South Dakota – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote 🍁 Vermont – Remote ⚔️ Virginia – Remote ☕ Washington – Remote ⛰️ West Virginia – Remote 🧀 Wisconsin – Remote 🦬 Wyoming – Remote

💵 $124k - $155k / year

⏰ Full Time

🟠 Senior

🚀 Onboarding Specialist

👻 Ghost score 3%

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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

• Independently own communication with senior and executive customer stakeholders, and lead negotiation of scope and timeline changes. • Review, analyze, interpret, and transform complex financial datasets for import into the Juniper Square platform. • Advise our largest and most strategic customers — including those with decentralized global organizations and complex, unbuilt system integrations — on optimal data structures for both immediate onboarding needs and long-term platform performance. • Serve as the senior escalation point for our most complex or highest-risk onboarding engagements, including direct resolution with customer leadership. • Identify, scope, and lead initiatives that drive systemic change — process automation, tooling improvements, or structural changes to how the team operates — and own a major component of the team's service model end-to-end. • Delegate work to and coach junior Product Onboarding Managers on advanced prioritization, risk assessment, and quality-review technique. • Build strategic partnerships with cross-functional leaders across Project Management, Product, Engineering, and Customer Success to deliver a cohesive customer experience. Build and maintain AI-supported workflows for recurring onboarding activities (data mapping playbooks, migration status reports, escalation summaries, customer handoff docs) so output is consistent and reusable across accounts. • Build scalable AI workflows that transform processes and automate work across the team, extending your impact past your own customer work.

🎯 Requirements

• 8+ years of experience in fields leveraging complex financial data (investment banking, management consulting, private markets operations, or related areas). • Bachelor’s degree or equivalent work experience. • Proven success independently owning executive-level customer relationships and scope negotiations for enterprise or global accounts with complex regulatory or structural requirements. • Experience designing and deploying AI workflows spanning multiple tools or data sources with measurable outcomes. • Track record identifying and resolving data-quality risk at scale, including experience providing secondary quality review of others' work. • Strong expertise in Microsoft Excel, with experience managing and manipulating complex datasets. • Excellent written and verbal communication, with the ability to explain complex concepts to both technical and non-technical audiences. • Demonstrated ability to influence and guide customer decisions, including at the executive level. • Comfort working in ambiguous, rapidly changing environments. • Experience with scripting languages and data management tools (SQL, Python, R) preferred. • Experience overseeing the work of an internal project team; overseeing technical work delegated to others, providing quality-assurance oversight, and holding members accountable to timeline commitments.

🏖️ 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