Senior Institutional Success Architect

Job not on LinkedIn

🔥 16 minutes ago

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $126k - $175k / year

⏰ Full Time

🟠 Senior

🏛️ Architect

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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

• Serve as a Senior Institutional Success Architect embedded with a small number of large, strategic accounts • Own clients' long-term technical success • Act as product expert and advocate for clients from implementation through the relationship lifecycle • Map client use cases and business goals to Juniper Square products, features, functions, and workflows • Lead integration and technical discovery • Own configuration, setup, and training from kickoff through adoption • Proactively drive implementations and feature updates • Identify opportunities to optimize client workflows and integrations and drive adoption of new features • Build relationships with client stakeholders from business power users to engineers and senior technology executives • Partner with Institutional Customer Success Managers on account strategy and client health • Act as technical escalation point and own issue-resolution plans • Influence the product roadmap and align internal priorities with client needs • Use AI in daily work, identify AI and integration opportunities, and share successful practices with the team • Collaborate with Institutional Data Architects and cross-functional company teams

🎯 Requirements

• 7 to 10 years of relevant experience, including with large enterprise clients in the investment management industry • Strong technical foundation across APIs, databases, and system architecture • Hands-on experience scoping and delivering system integrations and data mapping • Consulting-style experience managing multiple client projects simultaneously • Track record of driving large implementations and persevering through hard problems • Ability to build repeatable, scalable, and deterministic AI-driven workflows as reusable components • Demonstrated ability to build trusted relationships with and influence technical decision-makers and users at all levels • Ability to translate complex technical concepts into business objectives • Strong Excel skills, presentation skills, and attention to detail • Bachelor's degree or equivalent work experience • Willingness to meet with clients in person and travel an average of once per month • Experience migrating clients from legacy fund accounting, CRM, or investor portal platforms • Familiarity with private equity, venture capital, real estate, or private credit fund structures • Reusable AI work, such as prompt libraries, templates, or process guides • Based in the Pacific Time Zone, specifically the San Francisco Bay Area (preferred) • For application purposes, candidates must be based in the United States or Canada • Must address applicable U.S. or Canadian employment sponsorship requirements

🏖️ 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 • Bonus • Equity • Fully remote work option • Digital-first operations • Physical office access for employees who prefer to work in an office some or all of the time

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