Customer Success Manager, Juniper Square
Growth
$86k
+ Variable bonus
Investment partnership platform
Posted today
Investment partnership platform
501-1000 employees
Posted today
$86k
+ Variable bonus
501-1000 employees
Company mission
To create new opportunities for private capital markets.
Role
Who you are
- 3 years of professional experience with at least 2 years of experience in a customer success or account management role, preferably in a SaaS environment
- Strong written and verbal communication skills, with the ability to convey complex information in a clear and understandable manner
- Experience interacting with a high volume of customers, with demonstrated skills in time management and prioritization
- Ability to analyze customer data and performance metrics to derive actionable insights
- Experience using data and technology to drive customer enablement, with preferred experience in Salesforce, Outreach, and Looker
- Demonstrated experience learning advanced knowledge on technical subject matters and curiosity to grow in knowledge
- Passion for contributing to the customer's success with a product or service
- Motivated by change and comfort with an evolving work environment
- Bachelor's degree or equivalent years of professional experience
What the job involves
- At Juniper Square, our Customer Success team plays a critical role in helping customers achieve meaningful outcomes through our products and services
- As a Growth Customer Success Manager, you will be responsible for managing a large portfolio of small and mid-sized business clients—customers who are ambitious, fast-moving, and eager to adopt industry best practices
- Our CSMs build strong, trust-based relationships while leveraging digital and programmatic engagement to drive product adoption, long-term satisfaction, and retention
- You’ll act as a strategic advisor, ensuring customers realize the full value of Juniper Square as they grow
- This role blends relationship management with data-driven decision-making
- You’ll proactively monitor account health, identify needs and opportunities, and deliver targeted enablement and insights to drive success at scale
- Growth CSMs also play an active role in supporting renewals and identifying expansion opportunities, all while serving as the voice of the customer internally
- Our team is passionate about delivering exceptional experiences and helping our customers thrive through a combination of human connection and scalable, strategic engagement
- Manage a portfolio of 220+ client accounts, leading them through the customer journey following onboarding
- Own the success and health of your assigned clients by developing and deploying strategies aimed to increase customer value and optimize retention
- Build strong, trust-based relationships while leveraging digital and scaled engagement to drive product adoption and customer satisfaction
- Proactively monitor customer health and usage trends to identify risks and opportunities for growth
- Support and own renewal conversations and mid-contract escalations, while collaborating cross-functionally to identify and drive expansion opportunities
- Act as the voice of the customer internally, advocating for customer needs and influencing product and process improvements
- Develop advanced knowledge of the customer, product, and industry
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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