Senior Billing Specialist, Juniper Square
$60-83k
Investment partnership platform
Open for applications
Investment partnership platform
501-1000 employees
Open for applications
$60-83k
501-1000 employees
Company mission
To create new opportunities for private capital markets.
Role
Who you are
- At least 4 years of professional billing experience, particularly with intricate billing scenarios
- Proven capability to analyze vague contract terms and determine precise billing consequences
- Practical familiarity with Zone or equivalent NetSuite-native billing software, including the ability to train and guide team members
- Proficiency in cash and payment applications, including matching and posting customer payments against invoices
- Familiarity with Salesforce for navigating and extracting contract, account, and opportunity details
- Adept at utilizing AI productivity tools (such as ChatGPT and Claude) to enhance daily workflows
- Background in collections is advantageous, though the primary emphasis remains on billing mastery
- Collaborative mindset with a strong emphasis on teamwork; comfortable guiding colleagues on workflows without needing a formal title
- Strong interpersonal skills to interact with cross-functional internal stakeholders and a proactive approach to asking clarifying questions
- Prior background in the Services and SaaS sectors is preferred
- Highly resourceful with the capability to independently investigate and resolve questions when details are scarce
- Thrives and operates effectively within a high-speed, dynamic workplace
- Advanced proficiency in Excel, particularly utilizing calculations from the Fund Admin team, is a distinct plus
What the job involves
- As Juniper Square continues to expand, our billing complexity has intensified, driven by a tripling of transaction and invoice volumes over the last 18 months. We are seeking a Senior Billing Specialist to join our team and help navigate this increased scale
- In this hands-on role reporting directly to the Billing & Collections Manager, you will collaborate closely with team members to ensure invoice accuracy, manage daily cash application, and provide guidance on invoice processing within Zone
- Review customer contracts and correspondence, interpreting ambiguous contract language to determine correct billing treatment
- Process invoices and credit memos for complex or non-standard billing scenarios
- Guide and support teammates on invoice processing workflows within Zone
- Review invoices processed by the team for accuracy before sending out to customers
- Respond to customer billing inquiries via email, researching and providing accurate answers in a timely manner
- Perform daily cash application: match incoming customer payments to invoices and post accordingly
- Own follow-up on past-due accounts, coordinating escalations with Fund Admin/CX as needed
- Monitor AR aging and flag at-risk balances to the Billing & Collections Manager
- Play a key role in ongoing process improvements and workflow refinement within Zone (project-based work)
- Manage increased workload during peak Fund Admin billing cycles (December, March, June, September)
- Partner cross-functionally with Deal Desk on contract structuring, and with Fund Admin/CX on billing and collections
- Comfortable using AI tools to improve productivity and efficiency across billing, cash application, and reporting workflows
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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