Customer Success Manager, Mid-Market

Juniper Square, Inc.

Job Overview

Location

USA

Job Type

Full-time

Full Job Description

📋 Description

• As a Customer Success Manager for Mid-Market at Juniper Square, you will manage a portfolio of 60-75 existing customer accounts, driving product adoption, satisfaction, and renewals while serving as a trusted advisor to help customers achieve their business goals using the platform.
• Day to day, you will work directly with end-users on implementation, onboarding, and product usage; review customer metrics for adoption and satisfaction; lead client-facing meetings and presentations; collaborate with product and engineering teams to influence feature development; and integrate AI tools like Claude into your workflow to enhance efficiency and customer readiness.
• Juniper Square is a fast-growing, founder-led company trusted by 2,300+ GPs and managing $300B+ in assets, with a mission to unlock the potential of private markets through its integrated platform and purpose-built AI, JunieAI. The company operates with a digital-first hybrid model across 27 U.S. states, Canada, India, Luxembourg, and England, with physical offices in major global cities.
• In this role, you will develop deep expertise in private markets, product knowledge, and AI-enabled workflows; strengthen your relationship and project management skills; contribute to internal operational improvements; and grow your impact by sharing AI best practices that benefit the wider team.

🎯 Requirements

• 5+ years of professional experience and 3+ years in a relevant customer success management role
• Experience communicating with clients in written and verbal form
• Experience leading client-facing meetings and presentations with multiple attendees of various levels, including executives
• Demonstrated experience quickly learning advanced technical subject matter and curiosity to grow in knowledge
• Consistent, thoughtful use of AI across core CSM deliverables, including the instinct to set it up with good context and a real example of where it improved quality, speed, or customer readiness
• Bachelor's degree or equivalent years of professional experience

🏖️ Benefits

• Health, dental, and vision care for you and your family
• Mental wellness coverage
• Fertility and growing family support
• Flex Time Off in addition to company paid holidays
• Annual professional development stipend
• Allowance to customize your work and technology setup at home

Skills & Technologies

Mid-level

Remote

$86k-105k

Degree Required

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Juniper Square, Inc.

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About Juniper Square, Inc.

Juniper Square is a SaaS provider focused on investment-management software for the private funds industry. Founded in 2014 and headquartered in San Francisco, the platform streamlines fundraising, investor onboarding, capital calls, distributions, reporting, and compliance workflows for real estate, private equity, and venture capital managers. It integrates CRM, document management, e-signature, and analytics into a single cloud system to reduce manual processes and improve transparency. The company serves hundreds of fund sponsors managing tens of thousands of investors and billions in assets under administration.

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