Senior Sales Operations Manager, Juniper Square
$116-145k
+ Equity
Investment partnership platform
Be an early applicant
Investment partnership platform
501-1000 employees
Be an early applicant
$116-145k
+ Equity
501-1000 employees
Company mission
To create new opportunities for private capital markets.
Role
Who you are
- 7+ years of experience in Sales Operations, Revenue Operations, or a closely related analytical/systems role
- Comfortable using AI tools as part of how you work; you’ve put them to use in your own day-to-day and have a point of view on where they help and where they don’t
- Hands-on experience with Salesforce (admin-level preferred), LeanData, and Outreach; experience with tools like ZoomInfo, Ringlead, Gong, or similar a plus
- Strong analytical skills: comfortable building reports and working with data to tell a story
- Experience in B2B SaaS or fintech environments preferred; private markets knowledge is a plus but not required
- Highly organized with strong attention to detail; able to manage competing priorities without dropping the ball
- Strong communicator who can translate operational complexity into clear guidance for reps, partners, and leadership
- Self-starter who can identify problems and drive solutions without heavy direction
What the job involves
- Juniper Square is hiring a Senior Sales Operations Manager to help shape how our go-to-market (GTM) engine runs
- You’ll bring structure to how the revenue org operates, look for opportunities to automate or streamline the work, and help Sales leadership get to the data they need to make good decisions
- Our Revenue Operations team’s scope is broad, so we lean on people who can move quickly, prioritize well, and pick up new tools and navigate problems on the fly
- AI is a core part of how we work, and we’re looking for someone who is comfortable using it the same way
- Look for work that can be automated or streamlined, and partner with the right people to make it happen using AI, workflow tools, or process changes as the situation calls for
- Own end-to-end lead routing strategy and execution, including LeanData configuration, routing logic design, and Qualified AI chatbot setup and campaign management
- Administer and optimize core sales tools (Outreach, Nooks, ZoomInfo) including workflow setup, process automation, recurring enrichments, and frontline troubleshooting
- Ensure data integrity across systems: managing deduplication, standardization, and enrichment workflows
- Support territory planning, quota tracking, and forecasting cycles alongside Sales leadership
- Help shape how our GTM tech stack (Salesforce, sales engagement, enrichment, and AI tooling) fits together as one connected system; partner with Business Systems and Revenue Analytics to write clear requirements, prioritize the work, and QA what ships
- Partner with Revenue Analytics to define the dashboards, pipeline analytics, and forecasting views Sales leadership needs, and know the underlying data well enough to spot when a number looks off
- Document the processes you help build, work with enablement to train reps on changes, and support adoption over time
- Identify gaps in process or tooling and bring forward recommendations to address them
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 more than 2000 GPs, Juniper Square supports tens of thousands of investment partnerships, covering hundreds of billions in LP capital. The company has raised substantial funding, raising it to Unicorn level, which will be used to fuel rapid growth, accelerate innovation, and expand its services.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
2% employee growth in 12 months
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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