Job Overview
Location
Americas (USA or Canada)
Job Type
Full-time
Category
Software Engineering
Date Posted
July 2, 2026
Full Job Description
đź“‹ Description
- • Ingest and structure historical data and documents into Juniper Square platforms to support AI-assisted workflows, ensuring accurate and organized information for customer-facing products.
- • Receive, process, and complete incoming work requests within defined SLAs using AI-powered workflows, moving tasks efficiently from intake to final delivery.
- • Review AI-generated outputs for accuracy, completeness, and alignment with source material, applying consistent judgment to ensure all deliverables meet Juniper Square’s quality standards.
- • Follow established operational procedures with precision while actively identifying inefficiencies and proposing improvements to refine workflows and enhance scalability.
- • Collaborate closely with customer-facing teams to execute operational tasks that underpin client relationships, ensuring timely and reliable delivery of support functions.
- • Serve as an operational point of contact for internal stakeholders and external customers, translating complex data and process details into clear, professional communication that builds trust.
- • Contribute to building the operational playbook for a newly established team by piloting new processes, documenting best practices, and escalating issues appropriately rather than circumventing them.
- • Maintain high accuracy and attention to detail under volume and time pressure, managing independent workloads with strong ownership and accountability.
- • Work within a digital-first hybrid environment supporting teams across 27 U.S. states, 2 Canadian provinces, India, Luxembourg, and England, with optional access to physical offices in San Francisco, New York City, Mumbai, and Bangalore.
- • Engage with AI-assisted tools critically, evaluating outputs for reliability and correctness rather than accepting them at face value, and adapting workflows based on observed patterns and feedback.
- • Participate in continuous process optimization by analyzing current operations, identifying gaps in documentation or execution, and implementing scalable solutions to support the growth of Juniper Square’s AI product suite.
🎯 Requirements
- • 2-3 years of professional work experience in an operations, administrative, or data-focused role
- • Strong written and verbal communication skills with ability to engage internal teams and external customers effectively
- • Exceptional attention to detail and ability to sustain accuracy under volume and time pressure
- • Comfort working within AI-assisted workflows and ability to critically evaluate AI-generated content
- • Proficiency in standard business tools including Excel and task management platforms
- • Bachelor’s degree or equivalent professional experience
🏖️ Benefits
- • Health, dental, and vision care for you and your family
- • Mental wellness coverage and fertility and growing family support
- • Flex Time Off in addition to company-paid holidays and paid family, medical, and bereavement leave
- • Retirement saving plans and annual professional development stipend
- • Allowance to customize your work and technology setup at home
- • Access to physical offices in San Francisco, New York City, Mumbai, and Bangalore
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
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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