
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.
🕒 March 4
🇺🇸 United States – Remote
💵 $90k - $110k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💼 Consultant
👻 Ghost score 45%
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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.
• Partner with clients to understand strategic goals, business drivers, and desired outcomes • Craft customized adoption plans aligned with client objectives • Lead the design and implementation of tailored solutions • Ensure timely execution and overcome potential constraints • Develop and deliver comprehensive training programs for diverse user groups • Simplify complex technical concepts for varying levels of expertise • Serve as a subject matter expert on product functionality, industry best practices, and customer behaviors • Collaborate with Project Management, Customer Success, Service and Support, and Product Development teams • Resolve complex issues and influence product roadmap decisions • Develop and implement standard operating procedures to improve Technical Consulting Team efficiency • Create and maintain documentation on product and procedural best practices • Use AI tools to accelerate recurring work, qualify client use-cases to product offerings, manage the client book, and prepare documentation • Drive successful implementations, product adoption, feature utilization, and customer outcomes for Juniper Square’s investment management platform
• Minimum of 2 years of experience working with clients within the investment management industry • Proven ability to lead client-facing meetings and presentations, including executive-level audiences • Exceptional analytical, interpersonal, and communication skills (written and verbal) • Strong problem-solving abilities and a proactive approach to identifying and implementing process improvements • Demonstrated ability to use AI tools (e.g., Claude, ChatGPT) productively for day-to-day work: delegating recurring tasks, iterating through multi-turn prompts, and critically evaluating output • Ability to work independently with minimal supervision and thrive in a collaborative team environment • Willingness to travel nationally up to 10% as needed • Technical experience in working with API implementations is a plus • Previous consulting experience helping customers achieve outcomes in a technical manner • Bachelor’s degree or equivalent professional experience
• 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 • National travel up to 10% as needed
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