Teams at Juniper Square

Own go-to-market strategy, positioning, messaging, launches, sales enablement, competitive intelligence, and customer research for Juniper Square’s fund administration business. Partner closely with Sales, Product, Customer Success, and Growth Marketing to accelerate pipeline, upsell, cross-sell, and adoption. Maintain expertise on fund administration buyers, experts, reference clients, and market dynamics while using AI tools to improve research and content production.

Leads Juniper Square’s expansion sales and Powered Admin Services functions. Owns expansion quota and personal deals, builds installed-base pipeline and whitespace analysis, establishes qualification and account-handoff processes, develops the administrator partnership channel, hires and coaches expansion sellers, and manages sales dashboards and operating cadence. Partners closely with Customer Success, Fund Administration, RevOps, Marketing, Product, and Partnerships while using AI to automate revenue workflows and improve account targeting.

Support fund accounting operations including daily transaction processing, NAV calculation, reconciliations, financial reporting, compliance documentation, and process improvements for assigned funds. Ensure accurate recording of transactions, resolve discrepancies, and collaborate with teammates to streamline workflows.