Product Onboarding Manager, Juniper Square
$95-110k
Canadian base salary range is $75,000 - $87,000 CAD
Investment partnership platform
Be an early applicant
Investment partnership platform
501-1000 employees
Be an early applicant
$95-110k
Canadian base salary range is $75,000 - $87,000 CAD
501-1000 employees
Company mission
To create new opportunities for private capital markets.
Role
Who you are
- Bachelor’s degree and 2+ years of experience, ideally in a field that makes extensive use of financial data, such as investment banking or management consulting
- Significant experience working with complex datasets in Microsoft Excel
- Experience with scripting languages and data management tools are a plus (SQL, Python, R)
- Strong attention to detail; analytical and inquisitive nature
- Excellent written and verbal communication skills
- Empathy for customers, and passion for helping them
- Self-starter personality; comfort with ambiguity and rapidly changing environments
- Interest in software and finance; familiarity with private equity or real estate concepts is a plus
- Ability to manage multiple projects in a fast-paced environment
What the job involves
- As a Product Onboarding Manager at Juniper Square, you'll lead the end-to-end onboarding experience for customers, with a primary focus on transforming their investment data for our application
- You'll work directly with clients, becoming an expert in our product and diverse alternative private investment data (private equity, venture capital, commercial real estate, private credit, etc.)
- A core part of this role involves gathering and consolidating data from various sources and accurately mapping it to the Juniper Square model, often interpreting complex legal agreements and structures
- Throughout this process, you will be a key partner for our customers:
- Communicating clearly about data changes, discrepancies, and the assumptions made during mapping
- Guiding customers through the implications of data mapping decisions, ensuring they understand how their data will function and its impact within the platform
- Providing expertise and recommendations to optimize their data structure for long-term success on Juniper Square
- You'll also contribute to improving our onboarding tools and processes, recommending product enhancements, and collaborating with internal teams across product, sales, engineering, and customer success
- Work with customers to plan how to migrate their existing data to Juniper Square
- Manage the process of data migration; lead calls with customers and coordinate work by your colleagues
- Review, analyze, interpret, and transform customer data for import to our application
- Learn to upload data using the Juniper Square application and other software tools
- Coordinate across multiple teams to provide a great onboarding experience for new customers
- Recommend improvements to our workflows and application based on experiences with customers
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 5 rounds)
Feb 2023
$133m
LATE VC
Nov 2019
$75m
SERIES C
Total funding: $241m
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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