Senior Program Manager, Juniper Square

• 8+ years of program or project management experience, including at least 4 years leading lead-to-cash, quote-to-cash, or order-to-cash transformation programs at a B2B software or services company
• Delivered programs that spanned the full revenue chain: marketing and lead management, CRM and forecasting, CPQ and contracting, billing, collections, and revenue recognition
• Led at least one CPQ or billing system selection and implementation end to end, from requirements through go-live and hypercare
• Hands-on program experience with Salesforce and NetSuite, or comparable CRM and ERP platforms
• Delivered in a multi-entity, multi-currency environment with pricing that is not seat-based (usage, consumption, asset-based, or transaction-based)
• Experience with both new-business and expansion motions, including account ownership and rules of engagement between teams
• A track record of aligning Sales, Marketing, Finance, Legal, and Operations leaders with competing priorities, and getting decisions made and kept
• Clear, direct writing: you can produce a decision memo an executive can act on
• Comfort operating without a strict playbook, since this program is being defined as it's built
• Experience using AI tools (e.g., Claude) in your own work, or delivering processes designed for agentic automation

Desirable

• We're redesigning Juniper Square's Lead-to-Cash process end to end: how demand is captured and routed, how opportunities are created and forecast, how deals are priced, quoted, and contracted, and how they flow into onboarding, billing, collections, and revenue recognition
• We're hiring a Senior Program Manager to own execution of that program across Marketing, Sales, Deal Desk, Legal, Revenue Accounting, Billing, Fund Administration operations, and Customer Experience, for both new-logo deals and expansions with existing fund administration clients
• The program spans a stack that includes Marketo, Salesforce, and Gong for go-to-market, a new CPQ platform, Ironclad for contracting, Zone Billing and NetSuite for billing and revenue, and Workato as the integration layer
• You'll sequence the work so every stage ships usable improvements each month, and design the process so it can be run by AI agents as well as by people
• Own the end-to-end Lead-to-Cash roadmap, from demand capture through recognized revenue, with a named owner for every stage
• Build and maintain the cross-functional dependency map across Marketing, Sales, Deal Desk, Legal, Finance, Fund Administration operations, and CX
• Run decision forums and get decisions made and documented, including rules of engagement between Sales and Fund Administration for expansion deals
• Partner with Marketing and Sales leadership on lead capture, scoring, and routing from Marketo into Salesforce, including routing existing customers to their account owners
• Define one intake path in Salesforce for expansions, whether they start with a seller, Customer Success, or Fund Administration
• Drive consistent opportunity creation and forecasting in Salesforce and Gong across new-logo and expansion motions
• Lead the CPQ selection to a decision, evaluated against our real pricing scenarios (asset-based fees, multi-entity, multi-currency, event-triggered service starts)
• Run the CPQ implementation and its hand-off to Ironclad for order forms, with approvals and audit trail held in the system
• Sequence the migration of live subscriptions onto the new model without disrupting an active billing cycle
• Drive the automated hand-off from signed contract to booking, Fund Administration onboarding, and billing setup, orchestrated through Workato
• Partner with Billing and Revenue Accounting on subscription flow into Zone Billing and NetSuite, invoicing, collections, and ASC 606 revenue recognition
• Define and own KPIs across the funnel, including speed to lead, quote cycle time, days from signature to first invoice, manual touches per order, and revenue-metric consistency across systems
• Own cutover, rollback, training, and change management for every team whose daily work changes, with controls that support SOX, SOC 1, and SOC 2
• What Success Looks Like:
• First 90 days: an end-to-end Lead-to-Cash map and program plan covering new-logo and expansion motions, signed off by every functional leader
• Within 6 months: expansion intake and ownership live in Salesforce, a CPQ decision made, and implementation underway
• Within 12 months: signed deals flowing to booking, onboarding, and billing without re-keying, with measurable gains in quote cycle time and days to first invoice