Deal Desk Analyst, Juniper Square
$55-70k
Salary dependent on location + Equity
More information about location
Investment partnership platform
Be an early applicant
Investment partnership platform
501-1000 employees
Be an early applicant
$55-70k
Salary dependent on location + Equity
More information about location
501-1000 employees
Company mission
To create new opportunities for private capital markets.
Role
Who you are
- 1+ years of relevant work experience in contract negotiation, deal desk, sales operations and/or comparable role
- Team-oriented mindset, finding satisfaction in supporting sales representatives as they close deals and teams as they achieve quota
- Self-motivated and strategic thinker with experience in cross-functional pricing and proposal execution across Sales, Customer Success, Fund Administration, Legal, and Finance
- Thrives under pressure, with excellent prioritization skills and transparent, professional, and effective communication
- Detail-oriented with a strategic mindset, balancing attention to specifics while maintaining a big-picture perspective
- Results-driven and execution-focused, with a strong sense of accountability
- Experience in Deal Desk
- Proficiency in Salesforce and CPQ
- Experience in Fund Administration is a plus but not required
What the job involves
- Deal Desk partners closely with Sales, Finance, Legal, Sales, Customer Success, and Fund Administration to efficiently close deals that benefit both our customers and Juniper Square
- The Deal Desk Analyst will have a team-oriented mindset and serve as a key point of contact for Sales, Customer Success Managers, and Fund Administration Managers on all deal-related matters, both big and small
- This role involves managing day-to-day inquiries related to Salesforce, quote building, deal structuring, approval processes, and discount management
- Critical aspect of this position is a strong desire to support others in achieving their goals and taking satisfaction in their success
- The Deal Desk Analyst will be responsible for supporting our global Quote-to-Order process
- Reporting to the Deal Desk Manager, this foundational hire will play a pivotal role in refining processes, enhancing systems, and fostering a service-oriented approach to drive efficiency and growth across the organization
- Advise Sales, Customer Success Managers, and Fund Administration Managers on deal structures, quote preparation, approval processes, and order processing
- Strategically design deals by proposing solutions that align with customers' unique needs while maximizing revenue
- Collaborate with Finance and Legal to ensure all contracts are accurate and compliant with internal policies
- Work closely with Accounting to review and address revenue recognition concerns for non-standard deal structures
- Partner with Legal and Finance to document non-standard terms or commitments
- Identify process improvements and develop creative solutions as needed
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 values
- Think like an owner: Build for the long term, with accountability
- Better together: Learn and grow as individuals — and as a team
- Build customer trust: When their customers succeed, Juniper succeeds
- Sweat the details: Put in the time and effort to do excellent work
- Solve hard problems: Address root causes and work through symptoms
Company HQ
Chinatown, San Francisco, CA
Articles
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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