Job Overview
Location
USA
Job Type
Full-time
Category
Software Engineering
Date Posted
June 19, 2026
Full Job Description
đź“‹ Description
- • As a Senior Technical Consultant at Juniper Square, you will design, develop, and deliver solutions to customers during implementation and throughout the customer lifecycle, providing consultation and guidance on software usage, process recommendations, and solution proposals.
- • You will engage with customers hands-on, partnering with teams across their organization to understand their current ways of working and helping them create more efficient practices using product expertise and industry best practices.
- • Juniper Square is the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision, with $300B+ under administration and 700,000+ LPs on platform.
- • You will develop and implement standard operating procedures for the Technical Consulting Team, strategize and consult with customers to understand their motivations and business drivers, design adoption plans, identify and overcome constraints, structure and lead training for diverse user groups, break down complex technical concepts for varied audiences, serve as a technical expert, partner with cross-functional teams to troubleshoot issues, collaborate with product development to guide the product roadmap, create consistent messaging around product and procedural best practices, use AI tools in your core delivery workflow, and identify AI and integration opportunities from customer conversations.
- • You will learn to apply AI tools to enhance customer-ready output, develop repeatable AI-powered deliverables such as prompt libraries and templates, and gain deep expertise in private markets operations, enterprise software implementation, and customer success strategy while working with a founder-led, rapidly growing company shaping the future of private markets.
🎯 Requirements
- • Bachelor degree or equivalent work experience required
- • Minimum of 5 years relevant experience, including experience working with large, strategic enterprise customers in the investment management industry
- • Analytical mindset with in-depth excel skills
- • Effective analysis, interpersonal, written and oral communication skills
- • Must be able to communicate with others in a concise, prescriptive, persuasive and professional manner
- • Led client-facing meetings and presentations with multiple attendees of various levels, including executives
- • Creative problem solver who collaborates effectively across teams to drive decision making
- • Ability to identify areas for improvement and propose solutions to generate efficiencies
- • Ability to travel nationally up to 10% of the time to meet with customers or team members as needed
- • Previous consulting-like experience helping customers achieve outcomes in a technical manner
- • Hands on experience establishing repeatable, context-rich use of AI across deliverables
🏖️ 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
Skills & Technologies
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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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