Solutions Engineer, Juniper Square
$112-140k
Salary applicable to US applicants, may vary for other locations
Investment partnership platform
Be an early applicant
Investment partnership platform
501-1000 employees
Be an early applicant
$112-140k
Salary applicable to US applicants, may vary for other locations
501-1000 employees
Company mission
To create new opportunities for private capital markets.
Role
Who you are
- Bachelor’s degree and 4-7+ years of experience in private markets investments, private markets technology or consulting, software solutions consulting, or prospect or customer-facing experience in finance or financial technology. In lieu of a bachelor's degree, 10+ years of professional experience is equivalent
- Deeply curious to uncover prospect problems and a strong desire to solve these problems through creative problem-solving
- Low ego. We win as a team
- In-depth knowledge of financial and private markets concepts
- Exceptional presentation and written communication skills
- Strong collaborator who enjoys working cross-functionally with multiple internal stakeholders
- Performs well in an environment with frequent business changes on a fast-growing and evolving team
- Open to traveling at least once a month for in-person meetings
What the job involves
- The Solutions Consulting Organization is an integral component of the Sales Organization. Solutions Consultants have a direct impact on revenue generation and serve as the technical expert for the Sales Organization by consulting with prospective customers to tackle their most complex business challenges
- We partner closely with Account Executives to bring net new customers onto Juniper Square’s software and services. Solution Consultants also serve as the bridge to the Product team, influencing go-to-market strategy and shaping our product roadmap by communicating what our prospects and customers need to be successful
- In this role, you will report to the Director, who brings 15+ years of technical selling and solutions consulting experience in finance and SaaS
- Present tailored demonstrations of Juniper Square’s technology solutions to technical audiences, virtually and in-person, with a focus on communicating business value
- Develop mastery of our software’s features to position Juniper Square as the optimal solution to prospects by answering technical questions and handling objections, often in an impromptu manner
- Conduct discovery calls to understand a prospect’s systems and technology stack, data flows, and workflows
- Synthesize customer needs in order to influence product roadmap, especially with regard to breaking into new asset classes
- Create detailed and realistic proof of concepts which mirror our prospects’ fund structures and investment performance behaviors to help prospects envision how their operations and investor outcomes are improved with Juniper Square
- Respond to RFPs positioning Juniper Square as the optimal solution to solve their problems
- Maintain knowledge of the software’s product roadmap to win active deals which require functionality not yet live today as well as help customers understand the vision for where Juniper Square is going
- Serve as the voice of Sales to provide commercial perspective in new product and service go-to-market initiatives
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 6 rounds)
Jun 2025
$130m
SERIES D
Feb 2023
$133m
LATE VC
Total funding: $371m
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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