Senior Revenue Operations Manager – Fund Administration

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $116k - $145k / year

⏰ Full Time

🟠 Senior

💹 Revenue Operations

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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 the primary Revenue Operations partner for the Fund Administration business • Align Fund Administration priorities, strategies, and execution plans with other departments • Own Salesforce CRM health, data quality, workflow configuration, and process governance • Own and optimize end-to-end renewal workflows and maintain process documentation • Manage forecasting, pipeline reviews, forecast roll-ups, and reporting cadences • Integrate metrics including renewals, upsells, and churn • Design, document, and improve revenue processes including lead routing, opportunity management, territory and quota administration, and expansion deal processes • Build and maintain dashboards and reporting for pipeline, conversion, renewals, and revenue performance • Establish rules of engagement and manage cross-functional escalations and handoffs • Partner with Fund Administration, Sales, Marketing, Customer Success, and Finance leadership • Use AI tools such as Claude to orchestrate multi-step workflows and reduce manual work • Identify process automation and revenue-tech tooling improvements • Support change management and enablement for new tools and processes • Support pricing and packaging, sales compensation, territory design, and quota-setting processes • Report to the Senior Manager, Revenue Operations

🎯 Requirements

• 7+ years of experience in Revenue Operations, Sales Operations, or a related GTM/Business Operations role • Experience in fintech, SaaS, or a complex B2B enterprise sales motion • Experience supporting Fund Administration, private markets, or another complex, services-driven revenue motion • Hands-on Salesforce administration experience • Experience owning end-to-end renewal and/or expansion workflows • Experience managing forecasting, pipeline reporting, and recurring GTM operating cadences such as QBRs, pipeline reviews, and forecast calls • Strong analytical skills • Proficiency in data and reporting tools such as Salesforce reporting, Tableau, Looker, or advanced Google Sheets/Excel • Ability to translate ambiguous business problems into clear processes, systems, and recommendations • Strong stakeholder management and communication skills • AI fluency, including use of tools like Claude to orchestrate multi-step workflows across two or more tools and produce reusable, structured outputs • Ability to describe a recurring revenue process redesigned around AI-assisted execution and its team-level impact • Experience with GTM tooling such as Gong, Outreach, Apollo, or Clay • Experience building lightweight automations or integrations using Zapier, no-code tools, or basic scripting • Bachelor’s degree in business, finance, economics, or a related field (nice to have) • Ability to work in the United States; application asks about U.S. employment sponsorship

🏖️ 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 • Equity • Fully remote work option • Flexible office work options