Senior Deal Desk Analyst, Juniper Square
$70-90k
+ Equity
Investment partnership platform
Be an early applicant
Investment partnership platform
501-1000 employees
Be an early applicant
$70-90k
+ Equity
501-1000 employees
Company mission
To create new opportunities for private capital markets.
Role
Who you are
- Minimum of 3 years of experience in contract negotiation, Cloud/SaaS Business, Sales Operations, Deal Desk, or comparable fields
- Proficient in order processing, pricing, and contract management
- Strong knowledge of applicable information technology and business systems
- Self-motivated and strategic thinker with experience in cross-functional pricing and proposal execution across Sales, Customer Success, Fund Administration, Legal, and Finance
- Thrives under pressure, with excellent prioritization skills and transparent, professional, and effective communication
- Detail-oriented with a strategic mindset, balancing attention to specifics while maintaining a big-picture perspective
- Results-driven and execution-focused, with a strong sense of accountability
- Proficiency in Salesforce and CPQ
- Experience in Fund Administration is a plus but not required
What the job involves
- The Deal Desk team partners closely with Sales, Finance, Legal, Customer Success, and Fund Administration to streamline deal execution, ensuring outcomes that benefit both our customers and Juniper Square
- As a Senior Deal Desk Analyst, you will serve as a key strategic partner to Sales, Customer Success Managers, and Fund Administration Managers, providing expertise on deal structuring, pricing strategies, approval workflows, and discount management
- In this role, you will manage complex deal inquiries, optimize processes, and drive efficiencies across our Quote-to-Order operations
- Your ability to navigate cross-functional relationships, provide guidance on best practices, and identify opportunities for operational improvements will be critical to success
- Reporting to the Director, Deal Desk and Order Management, you will play a pivotal role in refining systems, enhancing deal governance, and contributing to the evolution of scalable processes that support Juniper Square’s growth
- We are on a mission to make commercial real estate and capital markets more transparent and accessible, and we seek someone who is eager to build and optimize processes that empower the entire company to achieve this vision
- Serve as a key partner to Sales, Customer Success, and Fund Administration teams, guiding them through deal structures, quote preparation and approval processes
- Collaborate cross-functionally with Finance, Legal, and Accounting to ensure contracts are accurate, compliant and aligned with revenue recognition standards
- Independently interpret and apply Deal Desk principles while identifying and implementing process improvements
- Oversee the Sales Support channel, providing strategic support on complex deal questions and Quote-to-Cash matters
- Leverage strong business acumen and proficiency in Salesforce and CPQ
- Maintain a highly organized, detail-oriented, and customer-focused approach, balancing independent decision-making with collaboration
- Ensure accuracy and efficiency in all aspects of the deal process, recognizing the impact of small details on significant business outcomes
- Play a crucial role in refining operations and enhancing overall efficiency
Our take
Juniper Square is an investment management solutions platform that aims to empower LPs (Limited Partners) and GPs (General Partners) to expand opportunities through partnerships and make the world of private equity more transparent, efficient, and accessible. With a suite of tools that focus on CRM, fundraising, investor reporting, and an investor portal, the company has modernised and streamlined private equity management for companies such as Beacon Capital Partners, Bell Partners, and Greystar.
Founded in 2014, Juniper Square were immediately in direct competition with analytical monolith Microsoft Excel, as well as popular equity management apps like Fundwave. However, the platform has exceeded expectations, in part because of its fluid and longer-term focused software solutions that have innovated what was previously archaic and error-ridden under Excel.
Serving almost 2000 GPs, Juniper Square supports tens of thousands of investment partnerships, covering hundreds of billions in LP capital. The company has raised substantial funding that will be used to fuel rapid growth, accelerate innovation, and expand its services.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 5 rounds)
Feb 2023
$133m
LATE VC
Nov 2019
$75m
SERIES C
Total funding: $241m
Company HQ
Chinatown, San Francisco, CA
Leadership
Alex Robinson
(Co-Founder & CEO)Previously founded GreenDoor where they served as the CEO. They also spent 5 years at Microsoft as Senior Product Manager and 3 years at New Energy Risk as the Founding VP of Business Development.
Yonas Fisseha
(Co-Founder & CTO)Previously the Principal Architect at Fanbase.com and the VP of Engineering at Huddler.com
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