Lead Product Onboarding Manager, Juniper Square
$124-155k
Plus equity. Canadian base salary range for this role is $100,000 - $125,000 CAD
Investment partnership platform
Be an early applicant
Investment partnership platform
501-1000 employees
Be an early applicant
$124-155k
Plus equity. Canadian base salary range for this role is $100,000 - $125,000 CAD
501-1000 employees
Company mission
To create new opportunities for private capital markets.
Role
Who you are
- 8+ years of experience in fields leveraging complex financial data (investment banking, management consulting, private markets operations, or related areas)
- Bachelor’s degree or equivalent work experience
- Proven success independently owning executive-level customer relationships and scope negotiations for enterprise or global accounts with complex regulatory or structural requirements
- Experience designing and deploying AI workflows spanning multiple tools or data sources with measurable outcomes
- Track record identifying and resolving data-quality risk at scale, including experience providing secondary quality review of others' work
- Strong expertise in Microsoft Excel, with experience managing and manipulating complex datasets
- Excellent written and verbal communication, with the ability to explain complex concepts to both technical and non-technical audiences
- Demonstrated ability to influence and guide customer decisions, including at the executive level
- Comfort working in ambiguous, rapidly changing environments
- Experience with scripting languages and data management tools (SQL, Python, R) preferred
- Experience overseeing the work of an internal project team; overseeing technical work delegated to others, providing quality-assurance oversight, and holding members accountable to timeline commitments
What the job involves
- As a Lead Product Onboarding Manager at Juniper Square, you will independently own the end-to-end onboarding experience for our largest and most strategic customers, with a particular focus on transforming investment data for our platform
- You’ll become a trusted resource for clients, providing expert guidance on data migration, mapping, and optimization, often interpreting complex legal agreements and fund structures across private equity, venture capital, commercial real estate, private credit, and other alternative investments
- You’ll not only execute onboarding projects but also drive process and tool innovation, mentor other Product Onboarding Managers, and serve as a go-to resource for the most challenging data transformation scenarios
- Your work will ensure that customers are set up for long-term success on Juniper Square, with data structured to maximize the platform’s value
- Independently own communication with senior and executive customer stakeholders, and lead negotiation of scope and timeline changes
- Review, analyze, interpret, and transform complex financial datasets for import into the Juniper Square platform
- Advise our largest and most strategic customers — including those with decentralized global organizations and complex, unbuilt system integrations — on optimal data structures for both immediate onboarding needs and long-term platform performance
- Serve as the senior escalation point for our most complex or highest-risk onboarding engagements, including direct resolution with customer leadership
- Identify, scope, and lead initiatives that drive systemic change — process automation, tooling improvements, or structural changes to how the team operates — and own a major component of the team's service model end-to-end
- Delegate work to and coach junior Product Onboarding Managers on advanced prioritization, risk assessment, and quality-review technique
- Build strategic partnerships with cross-functional leaders across Project Management, Product, Engineering, and Customer Success to deliver a cohesive customer experience. Build and maintain AI-supported workflows for recurring onboarding activities (data mapping playbooks, migration status reports, escalation summaries, customer handoff docs) so output is consistent and reusable across accounts
- Build scalable AI workflows that transform processes and automate work across the team, extending your impact past your own customer work
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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