Customer Success Manager, Juniper Square
Mid-Market
$86k
Offers bonus
Investment partnership platform
Open for applications
Investment partnership platform
501-1000 employees
Open for applications
$86k
Offers bonus
501-1000 employees
Company mission
To create new opportunities for private capital markets.
Role
Who you are
- 3+ years of professional experience and 2+ years in a relevant customer success management role
- Experience communicating with clients in written and verbal form
- Experience leading client-facing meetings and presentations with multiple attendees of various levels, including executives
- Passion for contributing to the customer's success with a product or service
- Demonstrates competence in prioritization of time, resources, tasks, and people in order to meet deadlines and goals
- Demonstrated experience learning advanced knowledge on technical subject matters and curiosity to grow in knowledge
- Motivated by change and comfort with an evolving work environment
- Bachelor's degree or equivalent years of professional experience
What the job involves
- Juniper Square’s Customer Success organization is responsible for onboarding customers, driving usage and adoption of the product, and ensuring customer satisfaction
- In this role, you’d report to a Manager, Mid Market Customer Success who brings 10+ years of client relationship experience and a passion for building growing teams
- This is a great opportunity to use relationship management and project management skills to support customers who are transforming the way they do business by using Juniper Square
- You will enjoy this role if you enjoy being a product and industry expert to help customers achieve their goals while advocating internally to ensure Juniper Square’s products continue to exceed expectations!
- Manage a portfolio of 60-75 existing customer accounts
- Work with end-users of the product on implementation, onboarding, product adoption, and renewals
- Review customer metrics for product adoption, client satisfaction, and customer goals
- Develop advanced knowledge of the customer, product, and industry
- Contribute to internal projects that improve operational infrastructure
- Work with product and engineering teams to create new product features that reflect the voice of our customers
Application process
- May 21, 2025 at 11:00 PM UTC
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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