Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you.
Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.
About your roleJuniper Square’s Customer Success organization is responsible for onboarding customers, driving usage and adoption of the product, and ensuring customer satisfaction. In this role, you’d report to a Manager, Mid Market Customer Success who brings 10+ years of client relationship experience and a passion for building growing teams.
This is a great opportunity to use relationship management and project management skills to support customers who are transforming the way they do business by using Juniper Square. You will enjoy this role if you enjoy being a product and industry expert to help customers achieve their goals while advocating internally to ensure Juniper Square’s products continue to exceed expectations!
The application deadline for this role is January 2, 2026.
What you’ll doManage a portfolio of 60-75 existing customer accounts
Work with end-users of the product on implementation, onboarding, and product training
Review customer metrics for product adoption, client satisfaction, and customer goals
Develop advanced knowledge of the customer, product, and industry
Contribute to internal projects that improve operational infrastructure
Work with product and engineering teams to create new product features that reflect the voice of our customers
3+ years of professional experience and 2+ years in a relevant customer success management role
Experience communicating with clients in written and verbal form
Experience leading client-facing meetings and presentations with multiple attendees of various levels, including executives
Passion for contributing to the customer's success with a product or service
Demonstrates competence in prioritization of time, resources, tasks, and people in order to meet deadlines and goals
Demonstrated experience quickly learning advanced technical subject matter and curiosity to grow in knowledge
Thrives in a changing and evolving work environment
Bachelor's degree or equivalent years of professional experience
At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don’t meet all the qualifications.
CompensationCompensation for this position includes a base salary, bonus, equity, and a variety of benefits. The U.S. base salary range for this role is $86,000 - $105,000 USD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.
Benefits include:
Health, dental, and vision care for you and your family
Life insurance
Mental wellness coverage
Fertility and growing family support
Flex Time Off in addition to company paid holidays
Paid family leave, medical leave, and bereavement leave policies
Retirement saving plans
Allowance to customize your work and technology setup at home
Annual professional development stipend
Your recruiter can provide additional details about compensation and benefits.
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Top Skills
What We Do
At Juniper Square, we work hard every day to set the bar high in the work we do. We bring out the very best in each other without sacrificing kindness, quality, and the willingness to learn. You will see that every function and team is given respect here, because when any one of us wins, we all win. We bring a beginner’s mind to our work, not ego—enabling learning and creative and critical thinking. Some people talk about transparency, but here we treat you like the owner that you are: We share knowledge and information with all our employees, knowing that informed teams are successful teams (and happy ones too).
Why Work With Us
Our vision is to make the world’s private capital markets more efficient, transparent, and accessible through financial technology. We have an opportunity to transform an enormous and important industry, and we feel lucky to be working with the most talented, kindest, and most ambitious colleagues of our careers. Come join us!
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